Perhaps you are a little lost about exactly what to do next. We have compiled this handy series of articles to help you along the way.
What type of business are you?
Existing business with accounting records (moving from other software, a spreadsheet or pen and paper)
Brand new business without accounting records
Setting Up Kashoo - Existing business moving from other software, a spreadsheet or pen and paper
If you are an existing business that has done bookkeeping in another system, here is a list of articles that will help you out.
Setting up chart of accounts and opening balances Importing a Trial Balance or Setting up Accounts and Entering Opening Balances
Setting up contacts (customer and vendors) Importing Contacts or Setting up Customer and Vendors
Setting up sales taxes Setting up Taxes or Setting Up Taxes - Advanced
Note: If you are coming from QuickBooks, please follow these steps.
Setting up Kashoo - Brand New Business
If you are a brand new business that has never recorded your bookkeeping before, here is a list of articles that will help you out.
Setting up chart of accounts and opening balances Importing a Trial Balance or Setting up Accounts and Entering Opening Balances
Setting up contacts (customer and vendors ) Importing Contacts or Setting up Customer and Vendors
Setting up sales taxes Setting up Taxes or Setting Up Taxes - Advanced
Notes
Want to know what data you can import into Kashoo? View our article What Data can I Import into Kashoo? to find out.