Setup

Learn how to setup the various areas of your Kashoo Online Accounting software

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31 articles in this collection
Written by Amrik Randhawa, Tham Moyo, and Donna Konen

Setting up Square - Advanced Configuration

Learn how to use the Advanced Business Configuration settings in Kashoo.
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Written by Tham Moyo
Updated over a week ago

Connect Kashoo and Stripe

Learn how to accept credit card payments on your Kashoo invoices using Stripe.
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Written by Tham Moyo
Updated over a week ago

Additional Businesses

If you have more than 1 business in Kashoo you may be eligible for a reduced rate
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Written by Amrik Randhawa
Updated over a week ago

Setting Up Kashoo - 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 Amrik Randhawa
Updated over a week ago

Stuff to Do Before Using Kashoo

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Written by Amrik Randhawa
Updated over a week ago

Add-Ons

Connect your existing Stripe, Square or FreshBooks accounts with Kashoo and streamline your business
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Written by Donna Konen
Updated over a week ago

Export Data

Instantly export all or part of your data into multiple formats
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Written by Donna Konen
Updated over a week ago

What Data can I Import into Kashoo?

Learn what kind of data you can import into Kashoo.
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Written by Amrik Randhawa
Updated over a week ago

Business Details

Update your business information and toggle features
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Written by Donna Konen
Updated over a week ago

Changing Billing Information (Upgrading, Changing or Cancelling your Plan)

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Written by Donna Konen
Updated over a week ago

Subscription and Billing

Manage your Kashoo subscription for your Business
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Written by Donna Konen
Updated over a week ago

Verifying Your Email Address

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Written by Amrik Randhawa
Updated over a week ago

Importing Data From FreshBooks

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Written by Amrik Randhawa
Updated over a week ago

Edit User Profile

Information about your Kashoo login and view preferences
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Written by Donna Konen
Updated over a week ago

Migrating to Kashoo from QuickBooks

Learn how to transfer your data from QuickBooks to Kashoo
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Written by Amrik Randhawa
Updated over a week ago

Entering Unpaid Client Invoices and Supplier Bills When First Setting Up Kashoo

Learn how to handle any outstanding client invoices or supplier bills from your previous accounting system
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Written by Amrik Randhawa
Updated over a week ago

Customizing Invoices, Selecting Invoice Templates, and Uploading your Logo

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

Entering Uncleared / Unpresented Cheques When First Setting Up Kashoo

Learn how to deal with uncleared cheques when you first set up Kashoo
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Written by Amrik Randhawa
Updated over a week ago

Importing a Trial Balance

Importing a Trial Balance allows you start using Kashoo with your opening balances from another software
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Written by Amrik Randhawa
Updated over a week ago

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.
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Written by Amrik Randhawa
Updated over a week ago

Importing Contacts

Learn how to import customers and vendors from a CSV, Excel (97 – 2003), or vCard file.
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Written by Amrik Randhawa
Updated over a week ago

Manage Users

The users who can access your Kashoo Business
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Written by Donna Konen
Updated over a week ago

Setting Up Items

Learn how to set up items and use them. Items are used to quickly enter income and expenses.
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Written by Amrik Randhawa
Updated over a week ago

Setting Up Taxes - Advanced

Learn about how the advanced tax settings and tax shortcut codes work in Kashoo.
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Written by Amrik Randhawa
Updated over a week ago

Sales Tax

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

Setting Up Accounts

Learn how to set up your chart of accounts (asset, liability, equity, income, and expense), edit and delete them.
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Written by Amrik Randhawa
Updated over a week ago

Kashoo Settings

The business details that inform your work flow
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Written by Donna Konen
Updated over a week ago

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 Amrik Randhawa
Updated over a week ago

Connecting Kashoo and Square

Learn how to set up Kashoo's integration to Square so that your sales are automatically and instantly imported.
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Written by Amrik Randhawa
Updated over a week ago

Invoicing and Payments

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

Adding / Removing Businesses

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Written by Amrik Randhawa
Updated over a week ago