Setup

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

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32 articles in this collection
Written by Tham Moyo and Amrik Randhawa

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 BluePay

Learn how to accept credit card payments on your Kashoo invoices using BluePay.
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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

Add-Ons

Already have accounts with Stripe, Square, FreshBooks or BluePay, connect them into Kashoo and streamline your business
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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

Data Export

Instantly export part or all of your data into multiple formats.
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Written by Amrik Randhawa
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 Settings

The Business Settings page is where you go to update/change your business information and toggle features
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Written by Amrik Randhawa
Updated over a week ago

Setting Up User Account

Update your information
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Written by Amrik Randhawa
Updated over a week ago

Setting Up Subscription and Billing

Update your subscription and billing information on this page.
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Written by Amrik Randhawa
Updated over a week ago

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

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Written by Amrik Randhawa
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

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

Kashoo Settings, Business Profile, User account and more

Learn how to set up your business and personal profile in Settings.
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Written by Amrik Randhawa
Updated over a week ago

Adding Multiple Users to Your Business

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Written by Amrik Randhawa
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

Learn how to set up your taxes, no matter where your business is located around the world.
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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

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

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

Setting Up Credit Card Processing

Learn how to set up Kashoo to accept online payments.
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Written by Amrik Randhawa
Updated over a week ago

Adding / Removing Businesses

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Written by Amrik Randhawa
Updated over a week ago