Kashoo Classic

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93 articles in this collection
Written by Tham Moyo and Pooja Rangaraju
Start Here

Kashoo Classic: Stuff to Do Before Using Kashoo

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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.
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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.
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Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Importing Data From FreshBooks

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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
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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.
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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.
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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
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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
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Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Adding / Removing Businesses

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Written by Tham Moyo
Updated over a week ago
Income, Invoices, & Payments

Kashoo Classic: Invoicing and Payments

Customize the Invoices you send from Kashoo & accept online payments
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Written by Pooja Rangaraju
Updated over a week ago

Kashoo Classic: Creating Invoices and Entering Payments

Learn how to create invoices, send them out, edit them, and enter payments.
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Written by Tham Moyo
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.
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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.
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Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Invoices - Customization, Selecting Templates, and Adding Your Logo

Learn how to select your invoice template and customize it.
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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.
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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.
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Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Custom HTML/CSS Invoice Variables

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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Using Attachments

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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.
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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.
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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
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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.
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Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Fixed Assets

Learn about how to deal with fixed assets in Kashoo.
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Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Using the Cheque Printing Page

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Written by Tham Moyo
Updated over a week ago
Taxes

Kashoo Classic: Sales Tax

Set up your taxes, no matter where your business is located around the world.
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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.
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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.
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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.
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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.
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Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Overriding Tax Rates

Want to use a custom rate or amount? Learn how.
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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.
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Written by Tham Moyo
Updated over a week ago

Kashoo Classic: Entering Prepaid Income Tax Installments

Learn how to enter prepaid income tax installments.
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Written by Tham Moyo
Updated over a week ago

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

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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.
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Written by Tham Moyo
Updated over a week ago