Kashoo Classic | Kashoo Help Center

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Kashoo Classic: Stuff to Do Before Using Kashoo

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Setting Up - The Master Guide

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

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: What Data can I Import into Kashoo?

Learn what kind of data you can import into Kashoo.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Migrating to Kashoo from QuickBooks

Learn how to transfer your data from QuickBooks to Kashoo

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Setting Up Clients and Suppliers

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

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Importing Contacts

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

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: New Setup - Entering Unpaid Client Invoices and Supplier Bills

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

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: New Setup - Entering Uncleared / Unpresented Cheques

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

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Adding / Removing Businesses

Written by Tham Moyo
Updated over a week ago

Income, Invoices, & Payments

Kashoo Classic: Creating Invoices and Entering Payments

Learn how to create invoices, send them out, edit them, and enter payments.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Invoicing and Payments

Customize the Invoices you send from Kashoo & accept online payments

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Adding Your Logo

Learn how to add your business logo

Written by Monika Jaszi
Updated over a week ago

Kashoo Classic: Recording a Deposit or Credit, or Applying a Discount on an Invoice

Learn about the different ways to handle client deposits, overpayments, credits and discounts.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Adding New Payment Terms

Set up your payment terms in Kashoo to make creating Invoices and Expenses easier.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Invoices - Customization and Selecting Templates

Learn how to select your invoice template and customize it

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Using an Undeposited Funds Account

Learn how to deal with batch deposits by using an undeposited funds account.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Payment FAQs

The following are some common questions asked when setting up and using the Payments feature in Kashoo to accept credit card payments.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Custom HTML/CSS Invoice Variables

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Data Entry for Bounced Checks

Learn how to handle a customer’s payment check that has bounced.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Recording Money the Company Owners Put Into and Take Out of the Business

Learn the different ways that an owner’s money can be put into and taken out of the business.

Written by Tham Moyo
Updated over a week ago

Bills & Expenses

Kashoo Classic: Entering Bills and Bill Payments

Learn how to enter bills and bill payments.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Repeating / Recurring Transactions

Learn how to create repeating / recurring Income, Expense, Transfer, and Adjustment transactions.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Recording Reimbursable Expenses

Learn the two different ways you can record reimbursable expenses in Kashoo.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Recording a Deposit or Credit on a Bill

Learn how to enter a deposit paid to a supplier or a credit that you've received from a Supplier.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: How to Handle Merchant Transaction Fees

Learn how to handle fees from merchant services providers whom you use to process credit and debit card transactions.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Using Attachments

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Void an Unpaid Invoice or Bill

Learn how to correctly void an unpaid invoice or bill without impacting prior reporting periods.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Entering Refunds

Learn what to do when you need to give a refund to one of your customers or enter a refund for something you have purchased.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Recording a Loan

Learn how to record a loan, from setting up loan accounts to tracking interest payments

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: How to Handle Bad Debt

Learn how to write-off an invoice as bad debt.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Fixed Assets

Learn about how to deal with fixed assets in Kashoo.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Using the Cheque Printing Page

Written by Tham Moyo
Updated over a week ago

Banking

Kashoo Classic: Connect Banks

Connect your accounts and automatically import your bank and credit card transactions

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Uploading OFX, QBO and QFX Formats for a Bank Reconciliation

Learn how to import bank statement transactions using an OFX (Microsoft Money), QBO (Quickbooks) or QFX (Quicken) file.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Uploading CSV, Excel and QIF Formats for a Bank Reconciliation

Learn how to import bank statement transactions using a CSV, Excel or QIF file.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Performing a Bank Reconciliation

Bank Reconciliation ensures that what happened in your accounts match what is in your accounting software.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Bank Reconciliation Tips and Tricks

Learn the ins and outs of performing a bank reconciliation.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Bank Feed Troubleshooting

Written by Pooja Rangaraju
Updated over a week ago

Taxes

Kashoo Classic: Sales Tax

Set up your taxes, no matter where your business is located around the world.

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Setting Up Taxes - Advanced

Learn about how the advanced tax settings and tax shortcut codes work in Kashoo.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Using Taxes When Entering Income and Expenses

Learn how to customize tax amounts and % rates, use multiple taxes, and get a detailed breakdown of taxes entered.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Changing or Updating Your Tax Information

Learn how to change or update your sales tax code(s) in Kashoo when a jurisdiction changes their tax rate.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Overriding The Tax Amount

Learn how to use custom tax amounts and % for one off situations.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Overriding Tax Rates

Want to use a custom rate or amount? Learn how.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Remitting Sales Taxes

Learn how to remit the sales tax you have been tracking in Kashoo.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Entering Prepaid Income Tax Installments

Learn how to enter prepaid income tax installments.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Entering Taxes and Duties Paid on Items Already Paid for Separately

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Filing a GST/HST Return with the Canada Revenue Agency (CRA)

Learn about how to file your GST and HST returns in Kashoo.

Written by Tham Moyo
Updated over a week ago

Accounts

Kashoo Classic: What Accounts Are and How to Use Them

Learn what accounts are, what they're used for, and the different types of accounts.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Setting Up Accounts

Learn how to set up your chart of accounts (asset, liability, equity, income, and expense), edit and delete them.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Entering Opening Balances

Learn what opening balances are, how to figure out where the money came from, and how to enter your opening balances into Kashoo.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Importing a Trial Balance

Importing a Trial Balance allows you start using Kashoo with your opening balances from another software

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Can I Create Sub-accounts in Kashoo?

Written by Tham Moyo
Updated over a week ago

Payroll

Kashoo Classic: Can I do Payroll in Kashoo?

Learn about doing Payroll in Kashoo.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Entering Payroll Deductions - Canada

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Entering Payroll Deductions - USA

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Entering Payroll Deductions - Rest of the World

Learn how to enter your payroll deductions into Kashoo if you live outside of the USA or Canada.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Setting Up and Using PaymentEvolution - Canadian Payroll

Learn how to import PaymentEvolution’s payroll data into Kashoo.

Written by Tham Moyo
Updated over a week ago

Items & Projects

Kashoo Classic: Setting Up Items

Learn how to set up items and use them. Items are used to quickly enter income and expenses.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Inventory

Learn about the different ways you can use Kashoo to track your inventory.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Project Accounting

Learn how to set up projects and track associated income and expenses.

Written by Tham Moyo
Updated over a week ago

Add Ons

Kashoo Classic: Add-Ons

Connect your existing Stripe or Square accounts with Kashoo and streamline your business

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Connect Kashoo and Stripe

Learn how to accept credit card payments on your Kashoo invoices using Stripe.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Connecting Kashoo and Square

Learn how to set up Kashoo's integration to Square so that your sales are automatically and instantly imported.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Setting up Square - Account Mapping Settings

Learn how to use the Square Account Mapping settings in Kashoo.

Written by Tham Moyo
Updated over a week ago

Multiple Currencies

Kashoo Classic: Multiple Currencies

Learn how to use multi-currency in your business

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: What's the "Gain/Loss on Exchange" on the Income Statement?

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Seeing the Foreign Currency Balances of Your Accounts

Learn how to see the foreign currency balances of your accounts.

Written by Tham Moyo
Updated over a week ago

Reports

Kashoo Classic: Overview of Reports

Learn about the different reports in Kashoo, Income Statement, Unpaid Invoices and Bills and more.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Client & Supplier Statements

Learn how to create Client and Supplier Statements

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Bank Reconciliation Report

Learn how to generate and use a bank reconciliation report

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Report of Items Sold

Learn how to run a report on items, which will give you a breakdown of items sold and purchased.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Getting a List of Unpaid Invoices for a Client

Learn different ways to filter your lists to see unpaid invoices for a specific client

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Export Data into Excel, CSV, PDF, etc.

Learn how to export your data, including reports, income and expense transactions, and even a backup of your entire business.

Written by Tham Moyo
Updated over a week ago

Settings

Kashoo Classic: Settings

The business details that inform your work flow

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Business Details

Update your business information and toggle features

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Subscription and Billing

Manage your Kashoo subscription for your Business

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: New Subscription Billing System FAQ

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Changing Billing Information

Upgrade, Change, or Cancel Your Kashoo Subscription Plan

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Manage Users

The users who can access your Kashoo Business

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Export Data

Instantly export all or part of your data into multiple formats

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Edit User Profile

Information about your Kashoo login and view preferences

Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Cancelling Subscriptions and Removing Businesses

Learn how to cancel your subscription and remove your business.

Written by Pooja Rangaraju
Updated over a week ago

How To

Kashoo Classic: Remove a Transaction

Learn how to remove any transaction in Kashoo

Written by Tham Moyo
Updated this week

Kashoo Classic: Quick Tip Videos

We have recorded a series of short videos that highlight simple and insightful steps to give you the information you need quickly.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Power User Shortcuts

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Using the Search Bar

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Using the Adjustments Page

In Kashoo you can create journal entries in two ways: a transfer or an adjustment.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Using the Transfers Page

Learn about the Transfers page and how to use it to enter a credit card payment and perform a currency exchange.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Period Locking

Period locking allows you to protect your accounting data to prevent accidental or unexpected changes.

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Using Kashoo on the Cash Basis

Written by Tham Moyo
Updated over a week ago

Kashoo Classic: QuickBooks IIF Export

Written by Tham Moyo
Updated over a week ago