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Kashoo Classic
Kashoo Classic
Learn how to use the simplest accounting software and achieve your business goals.
93 articles in this collection
Written by
Tham Moyo,
Monika Jaszi,
and
Pooja Rangaraju
Start Here
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: 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: 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: Enter an Income Refund
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: 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: Enter an Expense Refund
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: 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 over a week ago
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