Kashoo

Kashoo Classic: Stuff to Do Before Using Kashoo

You are moving on to Kashoo, good for you. Learn what you need to do to get started.

Kashoo Classic: Setting Up - The Master Guide

Learn what kind of data you can import into Kashoo.

Kashoo Classic: What Data can I Import into Kashoo?

Learn how to transfer your data from QuickBooks to Kashoo

Kashoo Classic: Migrating from QuickBooks to Kashoo

Learn how to set up clients and suppliers and how the client and supplier pages work.

Kashoo Classic: Setting Up Clients and Suppliers

Learn how to import customers and vendors from a CSV, Excel (97 – 2003), or vCard file.

Kashoo Classic: Importing Contacts

Learn how to handle any outstanding client invoices or supplier bills from your previous accounting system

Kashoo Classic: Entering Unpaid Client Invoices and Supplier Bills

Learn how to deal with uncleared cheques when you first set up Kashoo

Kashoo Classic: Entering Uncleared / Unpresented Cheques

Kashoo Classic: Adding / Removing Businesses

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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