Verified Purchaser badge

Verified purchaser

Member since: Jan 2024Deals bought: 41
5 stars
5 stars
Posted: Aug 9, 2024

Better than FreshBooks

I'm a bookkeeper and tax preparer and use many accounting platforms throughout the month/year to support my clients. I would recommend Cheqbook to my year end GL clients and to clients that have basic accounting needs.

Cheqbook has a very gentle learning curve.

It works like FreshBooks or Xero in the sense that you "match" transactions. Unlike Freshbook, you can easily correct an entry that is pulled in erroneously through a bank feed. This platforms features are comparable to QuickBooks Simple Start and/or Essentials plans. The platform doesn't have the glossy graphics of QB but it will do the job.

From what I've seen so far, there's no option for "classes." And if you charge sales tax, it looks like you'll need to manually add the tax for each locale.

I'm happy to use Cheqbook for my personal finance maintenance and am excited that I won't have the stress of jumping through hoops getting certified on a platform just to get a free subscription to manage my personal finances.

If you just need to record debits and credits, send invoices, and track tax obligations, I think that you can't go wrong with this offering.

Helpful?
Share
Ratings