# Kashoo Help Center

> Help center for Kashoo

## Kashoo Classic

- [Kashoo Classic: Stuff to Do Before Using Kashoo](http://help.kashoo.com/en/articles/370365-kashoo-classic-stuff-to-do-before-using-kashoo.md)
- [Kashoo Classic: Setting Up - The Master Guide](http://help.kashoo.com/en/articles/370367-kashoo-classic-setting-up-the-master-guide.md): You are moving on to Kashoo, good for you. Learn what you need to do to get started.
- [Kashoo Classic: What Data can I Import into Kashoo?](http://help.kashoo.com/en/articles/370474-kashoo-classic-what-data-can-i-import-into-kashoo.md): Learn what kind of data you can import into Kashoo.
- [Kashoo Classic: Migrating from QuickBooks to Kashoo](http://help.kashoo.com/en/articles/370482-kashoo-classic-migrating-from-quickbooks-to-kashoo.md): Learn how to transfer your data from QuickBooks to Kashoo
- [Kashoo Classic: Setting Up Clients and Suppliers](http://help.kashoo.com/en/articles/370370-kashoo-classic-setting-up-clients-and-suppliers.md): Learn how to set up clients and suppliers and how the client and supplier pages work.
- [Kashoo Classic: Importing Contacts](http://help.kashoo.com/en/articles/370419-kashoo-classic-importing-contacts.md): Learn how to import customers and vendors from a CSV, Excel \(97 – 2003\), or vCard file.
- [Kashoo Classic: Entering Unpaid Client Invoices and Supplier Bills](http://help.kashoo.com/en/articles/370471-kashoo-classic-entering-unpaid-client-invoices-and-supplier-bills.md): Learn how to handle any outstanding client invoices or supplier bills from your previous accounting system
- [Kashoo Classic: Entering Uncleared / Unpresented Cheques](http://help.kashoo.com/en/articles/370468-kashoo-classic-entering-uncleared-unpresented-cheques.md): Learn how to deal with uncleared cheques when you first set up Kashoo
- [Kashoo Classic: Adding / Removing Businesses](http://help.kashoo.com/en/articles/370415-kashoo-classic-adding-removing-businesses.md)
- [Kashoo Classic: Creating Invoices and Entering Payments](http://help.kashoo.com/en/articles/370378-kashoo-classic-creating-invoices-and-entering-payments.md): Learn how to create invoices, send them out, edit them, and enter payments.
- [Kashoo Classic: Invoicing and Payments](http://help.kashoo.com/en/articles/370432-kashoo-classic-invoicing-and-payments.md): Customize the Invoices you send from Kashoo & accept online payments
- [Kashoo Classic: Adding Your Logo](http://help.kashoo.com/en/articles/6764260-kashoo-classic-adding-your-logo.md): Learn how to add your business logo
- [Kashoo Classic: Recording a Deposit or Credit, or Applying a Discount on an Invoice](http://help.kashoo.com/en/articles/370376-kashoo-classic-recording-a-deposit-or-credit-or-applying-a-discount-on-an-invoice.md): Learn about the different ways to handle client deposits, overpayments, credits and discounts.
- [Kashoo Classic: Adding New Payment Terms](http://help.kashoo.com/en/articles/370434-kashoo-classic-adding-new-payment-terms.md): Set up your payment terms in Kashoo to make creating Invoices and Expenses easier.
- [Kashoo Classic: Invoices - Customization and Selecting Templates](http://help.kashoo.com/en/articles/370470-kashoo-classic-invoices-customization-and-selecting-templates.md): Learn how to select your invoice template and customize it
- [Kashoo Classic: Enter an Income Refund](http://help.kashoo.com/en/articles/370373-kashoo-classic-enter-an-income-refund.md): 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.
- [Kashoo Classic: Using an Undeposited Funds Account](http://help.kashoo.com/en/articles/370381-kashoo-classic-using-an-undeposited-funds-account.md): Learn how to deal with batch deposits by using an undeposited funds account.
- [Kashoo Classic: Payment FAQs](http://help.kashoo.com/en/articles/736826-kashoo-classic-payment-faqs.md): The following are some common questions asked when setting up and using the Payments feature in Kashoo to accept credit card payments.
- [Kashoo Classic: Custom HTML/CSS Invoice Variables](http://help.kashoo.com/en/articles/370486-kashoo-classic-custom-html-css-invoice-variables.md)
- [Kashoo Classic: Data Entry for Bounced Checks](http://help.kashoo.com/en/articles/370435-kashoo-classic-data-entry-for-bounced-checks.md): Learn how to handle a customer’s payment check that has bounced.
- [Kashoo Classic: Recording Money the Company Owners Put Into and Take Out of the Business](http://help.kashoo.com/en/articles/370379-kashoo-classic-recording-money-the-company-owners-put-into-and-take-out-of-the-business.md): Learn the different ways that an owner’s money can be put into and taken out of the business.
- [Kashoo Classic: Entering Bills and Bill Payments](http://help.kashoo.com/en/articles/370375-kashoo-classic-entering-bills-and-bill-payments.md): Learn how to enter bills and bill payments.
- [Kashoo Classic: Repeating / Recurring Transactions](http://help.kashoo.com/en/articles/370429-kashoo-classic-repeating-recurring-transactions.md): Learn how to create repeating / recurring Income, Expense, Transfer, and Adjustment transactions.
- [Kashoo Classic: Recording Reimbursable Expenses](http://help.kashoo.com/en/articles/370374-kashoo-classic-recording-reimbursable-expenses.md): Learn the two different ways you can record reimbursable expenses in Kashoo.
- [Kashoo Classic: Recording a Deposit or Credit on a Bill](http://help.kashoo.com/en/articles/370433-kashoo-classic-recording-a-deposit-or-credit-on-a-bill.md): Learn how to enter a deposit paid to a supplier or a credit that you've received from a Supplier.
- [Kashoo Classic: Enter an Expense Refund](http://help.kashoo.com/en/articles/6793369-kashoo-classic-enter-an-expense-refund.md)
- [Kashoo Classic: Using Attachments](http://help.kashoo.com/en/articles/370492-kashoo-classic-using-attachments.md)
- [Kashoo Classic: Void an Unpaid Invoice or Bill](http://help.kashoo.com/en/articles/505579-kashoo-classic-void-an-unpaid-invoice-or-bill.md): Learn how to correctly void an unpaid invoice or bill without impacting prior reporting periods.
- [Kashoo Classic: Recording a Loan](http://help.kashoo.com/en/articles/370442-kashoo-classic-recording-a-loan.md): Learn how to record a loan, from setting up loan accounts to tracking interest payments
- [Kashoo Classic: How to Handle Bad Debt](http://help.kashoo.com/en/articles/370431-kashoo-classic-how-to-handle-bad-debt.md): Learn how to write-off an invoice as bad debt.
- [Kashoo Classic: Fixed Assets](http://help.kashoo.com/en/articles/370441-kashoo-classic-fixed-assets.md): Learn about how to deal with fixed assets in Kashoo.
- [Kashoo Classic: Using the Cheque Printing Page](http://help.kashoo.com/en/articles/370388-kashoo-classic-using-the-cheque-printing-page.md)
- [Kashoo Classic: Connect Banks](http://help.kashoo.com/en/articles/370427-kashoo-classic-connect-banks.md): Connect your accounts and automatically import your bank and credit card transactions
- [Kashoo Classic: Uploading OFX, QBO and QFX Formats for a Bank Reconciliation](http://help.kashoo.com/en/articles/370389-kashoo-classic-uploading-ofx-qbo-and-qfx-formats-for-a-bank-reconciliation.md): Learn how to import bank statement transactions using an OFX \(Microsoft Money\), QBO \(Quickbooks\) or QFX \(Quicken\) file.
- [Kashoo Classic: Uploading CSV, Excel and QIF Formats for a Bank Reconciliation](http://help.kashoo.com/en/articles/370387-kashoo-classic-uploading-csv-excel-and-qif-formats-for-a-bank-reconciliation.md): Learn how to import bank statement transactions using a CSV, Excel or QIF file.
- [Kashoo Classic: Performing a Bank Reconciliation](http://help.kashoo.com/en/articles/370391-kashoo-classic-performing-a-bank-reconciliation.md): Bank Reconciliation ensures that what happened in your accounts match what is in your accounting software.
- [Kashoo Classic: Bank Reconciliation Tips and Tricks](http://help.kashoo.com/en/articles/370407-kashoo-classic-bank-reconciliation-tips-and-tricks.md): Learn the ins and outs of performing a bank reconciliation.
- [Kashoo Classic: Bank Feed Troubleshooting](http://help.kashoo.com/en/articles/370412-kashoo-classic-bank-feed-troubleshooting.md)
- [Kashoo Classic: Sales Tax](http://help.kashoo.com/en/articles/370424-kashoo-classic-sales-tax.md): Set up your taxes, no matter where your business is located around the world.
- [Kashoo Classic: Setting Up Taxes - Advanced](http://help.kashoo.com/en/articles/370423-kashoo-classic-setting-up-taxes-advanced.md): Learn about how the advanced tax settings and tax shortcut codes work in Kashoo.
- [Kashoo Classic: Using Taxes When Entering Income and Expenses](http://help.kashoo.com/en/articles/370393-kashoo-classic-using-taxes-when-entering-income-and-expenses.md): Learn how to customize tax amounts and % rates, use multiple taxes, and get a detailed breakdown of taxes entered.
- [Kashoo Classic: Changing or Updating Your Tax Information](http://help.kashoo.com/en/articles/370392-kashoo-classic-changing-or-updating-your-tax-information.md): Learn how to change or update your sales tax code\(s\) in Kashoo when a jurisdiction changes their tax rate.
- [Kashoo Classic: Overriding The Tax Amount](http://help.kashoo.com/en/articles/370394-kashoo-classic-overriding-the-tax-amount.md): Learn how to use custom tax amounts and % for one off situations.
- [Kashoo Classic: Overriding Tax Rates](http://help.kashoo.com/en/articles/805720-kashoo-classic-overriding-tax-rates.md): Want to use a custom rate or amount? Learn how.
- [Kashoo Classic: Remitting Sales Taxes](http://help.kashoo.com/en/articles/370396-kashoo-classic-remitting-sales-taxes.md): Learn how to remit the sales tax you have been tracking in Kashoo.
- [Kashoo Classic: Entering Prepaid Income Tax Installments](http://help.kashoo.com/en/articles/370395-kashoo-classic-entering-prepaid-income-tax-installments.md): Learn how to enter prepaid income tax installments.
- [Kashoo Classic: Entering Taxes and Duties Paid on Items Already Paid for Separately](http://help.kashoo.com/en/articles/370443-kashoo-classic-entering-taxes-and-duties-paid-on-items-already-paid-for-separately.md)
- [Kashoo Classic: Filing a GST/HST Return with the Canada Revenue Agency \(CRA\)](http://help.kashoo.com/en/articles/370445-kashoo-classic-filing-a-gst-hst-return-with-the-canada-revenue-agency-cra.md): Learn about how to file your GST and HST returns in Kashoo.
- [Kashoo Classic: What Accounts Are and How to Use Them](http://help.kashoo.com/en/articles/370402-kashoo-classic-what-accounts-are-and-how-to-use-them.md): Learn what accounts are, what they're used for, and the different types of accounts.
- [Kashoo Classic: Setting Up Accounts](http://help.kashoo.com/en/articles/370369-kashoo-classic-setting-up-accounts.md): Learn how to set up your chart of accounts \(asset, liability, equity, income, and expense\), edit and delete them.
- [Kashoo Classic: Entering Opening Balances](http://help.kashoo.com/en/articles/370425-kashoo-classic-entering-opening-balances.md): Learn what opening balances are, how to figure out where the money came from, and how to enter your opening balances into Kashoo.
- [Kashoo Classic: Importing a Trial Balance](http://help.kashoo.com/en/articles/370460-kashoo-classic-importing-a-trial-balance.md): Importing a Trial Balance allows you start using Kashoo with your opening balances from another software
- [Kashoo Classic: Can I Create Sub-accounts in Kashoo?](http://help.kashoo.com/en/articles/370484-kashoo-classic-can-i-create-sub-accounts-in-kashoo.md)
- [Kashoo Classic: Can I do Payroll in Kashoo?](http://help.kashoo.com/en/articles/370384-kashoo-classic-can-i-do-payroll-in-kashoo.md): Learn about doing Payroll in Kashoo.
- [Kashoo Classic: Entering Payroll Deductions - Canada](http://help.kashoo.com/en/articles/370437-kashoo-classic-entering-payroll-deductions-canada.md)
- [Kashoo Classic: Entering Payroll Deductions - USA](http://help.kashoo.com/en/articles/370380-kashoo-classic-entering-payroll-deductions-usa.md)
- [Kashoo Classic: Entering Payroll Deductions - Rest of the World](http://help.kashoo.com/en/articles/370436-kashoo-classic-entering-payroll-deductions-rest-of-the-world.md): Learn how to enter your payroll deductions into Kashoo if you live outside of the USA or Canada.
- [Kashoo Classic: Setting Up and Using PaymentEvolution - Canadian Payroll](http://help.kashoo.com/en/articles/370390-kashoo-classic-setting-up-and-using-paymentevolution-canadian-payroll.md): Learn how to import PaymentEvolution’s payroll data into Kashoo.
- [Kashoo Classic: Setting Up Items](http://help.kashoo.com/en/articles/370421-kashoo-classic-setting-up-items.md): Learn how to set up your products or services as items.
- [Kashoo Classic: Inventory](http://help.kashoo.com/en/articles/370487-kashoo-classic-inventory.md): Learn about the different ways you can use Kashoo to track your inventory.
- [Kashoo Classic: Project Accounting](http://help.kashoo.com/en/articles/370489-kashoo-classic-project-accounting.md): Learn how to set up projects and track associated income and expenses.
- [Kashoo Classic: Add-Ons](http://help.kashoo.com/en/articles/680128-kashoo-classic-add-ons.md): Connect your existing Stripe or Square accounts with Kashoo and streamline your business
- [Kashoo Classic: Connect Kashoo and Stripe](http://help.kashoo.com/en/articles/2164652-kashoo-classic-connect-kashoo-and-stripe.md): Learn how to accept credit card payments on your Kashoo invoices using Stripe.
- [Kashoo Classic: Connecting Kashoo and Square](http://help.kashoo.com/en/articles/370422-kashoo-classic-connecting-kashoo-and-square.md): Learn how to set up Kashoo's integration to Square so that your sales are automatically and instantly imported.
- [Kashoo Classic: Setting up Square - Account Mapping Settings ](http://help.kashoo.com/en/articles/2174187-kashoo-classic-setting-up-square-account-mapping-settings.md): Learn how to use the Square Account Mapping settings in Kashoo.
- [Kashoo Classic: Multiple Currencies](http://help.kashoo.com/en/articles/370490-kashoo-classic-multiple-currencies.md): Learn how to use multi-currency in your business
- [Kashoo Classic: What's the "Gain/Loss on Exchange" on the Income Statement?](http://help.kashoo.com/en/articles/370485-kashoo-classic-what-s-the-gain-loss-on-exchange-on-the-income-statement.md)
- [Kashoo Classic: Seeing the Foreign Currency Balances of Your Accounts](http://help.kashoo.com/en/articles/370447-kashoo-classic-seeing-the-foreign-currency-balances-of-your-accounts.md): Learn how to see the foreign currency balances of your accounts.
- [Kashoo Classic: Overview of Reports](http://help.kashoo.com/en/articles/370405-kashoo-classic-overview-of-reports.md): Learn about the different reports in Kashoo, Income Statement, Unpaid Invoices and Bills and more.
- [Kashoo Classic: Client & Supplier Statements](http://help.kashoo.com/en/articles/370449-kashoo-classic-client-supplier-statements.md): Learn how to create Client and Supplier Statements
- [Kashoo Classic: Bank Reconciliation Report](http://help.kashoo.com/en/articles/370448-kashoo-classic-bank-reconciliation-report.md): Learn how to generate and use a bank reconciliation report
- [Kashoo Classic: Report of Items Sold](http://help.kashoo.com/en/articles/370397-kashoo-classic-report-of-items-sold.md): Learn how to run a report on items, which will give you a breakdown of items sold and purchased.
- [Kashoo Classic: Getting a List of Unpaid Invoices for a Client](http://help.kashoo.com/en/articles/370399-kashoo-classic-getting-a-list-of-unpaid-invoices-for-a-client.md): Learn different ways to filter your lists to see unpaid invoices for a specific client
- [Kashoo Classic: Export Data into Excel, CSV, PDF, etc.](http://help.kashoo.com/en/articles/370398-kashoo-classic-export-data-into-excel-csv-pdf-etc.md): Learn how to export your data, including reports, income and expense transactions, and even a backup of your entire business.
- [Can I generate a 1099 form in Kashoo?](http://help.kashoo.com/en/articles/9043224-can-i-generate-a-1099-form-in-kashoo.md)
- [Kashoo Classic: Settings](http://help.kashoo.com/en/articles/370366-kashoo-classic-settings.md): The business details that inform your work flow
- [Kashoo Classic: Business Details](http://help.kashoo.com/en/articles/370481-kashoo-classic-business-details.md): Update your business information and toggle features
- [Kashoo Classic: Subscription](http://help.kashoo.com/en/articles/370478-kashoo-classic-subscription.md): Manage your Kashoo subscription for your Business
- [Kashoo Classic: New Subscription Billing System FAQ](http://help.kashoo.com/en/articles/4388013-kashoo-classic-new-subscription-billing-system-faq.md)
- [Kashoo Classic: Changing Billing Information](http://help.kashoo.com/en/articles/370475-kashoo-classic-changing-billing-information.md): Upgrade, Change, or Cancel Your Kashoo Subscription Plan
- [Kashoo Classic: Manage Users](http://help.kashoo.com/en/articles/370438-kashoo-classic-manage-users.md): The users who can access your Kashoo Business
- [Kashoo Classic: Export Data](http://help.kashoo.com/en/articles/370480-kashoo-classic-export-data.md): Instantly export all or part of your data into multiple formats
- [Kashoo Classic: Edit User Profile](http://help.kashoo.com/en/articles/370477-kashoo-classic-edit-user-profile.md): Information about your Kashoo login and view preferences
- [Kashoo Classic: Cancelling Subscriptions and Removing Businesses](http://help.kashoo.com/en/articles/370428-kashoo-classic-cancelling-subscriptions-and-removing-businesses.md): Learn how to cancel your subscription and remove your business.
- [Kashoo Classic: Accessibility](http://help.kashoo.com/en/articles/14855840-kashoo-classic-accessibility.md)
- [Kashoo Classic: Remove a Transaction](http://help.kashoo.com/en/articles/6793318-kashoo-classic-remove-a-transaction.md): Learn how to remove any transaction in Kashoo
- [Kashoo Classic: Quick Tip Videos](http://help.kashoo.com/en/articles/2752331-kashoo-classic-quick-tip-videos.md): We have recorded a series of short videos that highlight simple and insightful steps to give you the information you need quickly.
- [Kashoo Classic: Power User Shortcuts](http://help.kashoo.com/en/articles/370440-kashoo-classic-power-user-shortcuts.md)
- [Kashoo Classic: Using the Search Bar](http://help.kashoo.com/en/articles/370439-kashoo-classic-using-the-search-bar.md)
- [Kashoo Classic: Using the Adjustments Page](http://help.kashoo.com/en/articles/370382-kashoo-classic-using-the-adjustments-page.md): In Kashoo you can create journal entries in two ways: a transfer or an adjustment.
- [Kashoo Classic: Using the Transfers Page](http://help.kashoo.com/en/articles/370383-kashoo-classic-using-the-transfers-page.md): Learn about the Transfers page and how to use it to enter a credit card payment and perform a currency exchange.
- [Kashoo Classic: Period Locking](http://help.kashoo.com/en/articles/370491-kashoo-classic-period-locking.md): Period locking allows you to protect your accounting data to prevent accidental or unexpected changes.
- [Kashoo Classic: How do I update to a new credit card?](http://help.kashoo.com/en/articles/12953043-kashoo-classic-how-do-i-update-to-a-new-credit-card.md)
- [Kashoo Classic: Using Kashoo on the Cash Basis](http://help.kashoo.com/en/articles/370400-kashoo-classic-using-kashoo-on-the-cash-basis.md)
- [Kashoo Classic: QuickBooks IIF Export](http://help.kashoo.com/en/articles/370488-kashoo-classic-quickbooks-iif-export.md)
- [Kashoo Classic: How to Handle Merchant Transaction Fees](http://help.kashoo.com/en/articles/370430-kashoo-classic-how-to-handle-merchant-transaction-fees.md): Learn how to handle transaction fees from Stripe and other merchants whom you use to process credit and debit card transactions.
- [Kashoo Classic: Yodlee Transition Guide](http://help.kashoo.com/en/articles/11628752-kashoo-classic-yodlee-transition-guide.md)
- [How to Migrate to TrulySmall Accounting](http://help.kashoo.com/en/articles/3709252-how-to-migrate-to-trulysmall-accounting.md): Frequently asked questions on TrulySmall Accounting

## Kashoo Classic Mobile App

- [The Kashoo Mobile App](http://help.kashoo.com/en/articles/5946754-the-kashoo-mobile-app.md): Everything you need to know about the Kashoo Classic Mobile App
- [Kashoo Mobile App: Home](http://help.kashoo.com/en/articles/6047492-kashoo-mobile-app-home.md): Learn how to navigate the Home page in the Kashoo mobile app
- [Kashoo Mobile App: Invoices](http://help.kashoo.com/en/articles/6023244-kashoo-mobile-app-invoices.md): Learn how to add invoices and payments in the Kashoo mobile app
- [Kashoo Mobile App: Reports](http://help.kashoo.com/en/articles/6023107-kashoo-mobile-app-reports.md): Learn how to get the most out of your reports in the Kashoo mobile app
- [Kashoo Mobile App: Manage your Account](http://help.kashoo.com/en/articles/6088115-kashoo-mobile-app-manage-your-account.md): Learn how to manage or delete your account in the Kashoo mobile app

## Videos and Workshops

- [Kashoo Classic: 101 Workshop](http://help.kashoo.com/en/articles/736353-kashoo-classic-101-workshop.md): This recorded workshop gives an overview on Kashoo Classic, and is intended for new, existing, and potential new clients. Enjoy!
- [Kashoo Classic: Bank Reconciliation Workshop](http://help.kashoo.com/en/articles/859488-kashoo-classic-bank-reconciliation-workshop.md): This recorded workshop is a tutorial on how to perform a bank reconciliation in Kashoo Classic and balance your books every month.
- [Kashoo Classic: Sales Tax Workshop](http://help.kashoo.com/en/articles/736808-kashoo-classic-sales-tax-workshop.md): This recorded workshop is a tutorial on Sales Tax. We cover how to track Sales Tax, and how to file / remit Sales Tax. Enjoy!

## Accounting Basics

- [Penny Rounding in Canada](http://help.kashoo.com/en/articles/370456-penny-rounding-in-canada.md): Learn what to do with your pennies in Kashoo
- [Balance Sheets](http://help.kashoo.com/en/articles/370406-balance-sheets.md): Learn about how your business is doing with your Balance Sheet report.
- [Profit and Cashflow](http://help.kashoo.com/en/articles/370404-profit-and-cashflow.md)
- [Pro-Forma Statements](http://help.kashoo.com/en/articles/370403-pro-forma-statements.md)
- [Employee or Contractor](http://help.kashoo.com/en/articles/370401-employee-or-contractor.md)
- [Kashoo Classic: Year End Adjustments](http://help.kashoo.com/en/articles/370452-kashoo-classic-year-end-adjustments.md)
- [Kashoo Classic: Credits and Debits](http://help.kashoo.com/en/articles/370451-kashoo-classic-credits-and-debits.md): Learn how Credits and Debits will impact your transactions.
- [Kashoo Classic: Unpaid Invoices \(accounts receivable\) and Unpaid Bills \(accounts payable\)](http://help.kashoo.com/en/articles/370450-kashoo-classic-unpaid-invoices-accounts-receivable-and-unpaid-bills-accounts-payable.md): An important part of managing your business is knowing what customers need to pay you and what bills you need to pay.

## Security

- [How Secure is Kashoo?](http://help.kashoo.com/en/articles/370408-how-secure-is-kashoo.md)
- [Turn on TLS 1.1 or later](http://help.kashoo.com/en/articles/1115795-turn-on-tls-1-1-or-later.md): If you get a "This page cannot be displayed" error learn how to correct it.
- [What should I do if I encounter a login issue despite trying different browsers?](http://help.kashoo.com/en/articles/12953035-what-should-i-do-if-i-encounter-a-login-issue-despite-trying-different-browsers.md)

## Product Updates

- [December 2025](http://help.kashoo.com/en/articles/12956316-december-2025.md)