Kashoo

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

Kashoo Classic: Connect Banks

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

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

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

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

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

Kashoo Classic: Performing a Bank Reconciliation

Learn the ins and outs of performing a bank reconciliation.

Kashoo Classic: Bank Reconciliation Tips and Tricks

Kashoo Classic: Bank Feed Troubleshooting

Tham Moyo

Banking

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

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