Setup

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

29 articles in this collection
Written by Nikki Layton

Additional Businesses

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

Add-Ons

Already have accounts with Stripe, Square or Bluepay, connect them into Kashoo and streamline your business
Written by Nikki Layton
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.
Written by Nikki Layton
Updated over a week ago

Stuff to Do Before Using Kashoo

Written by Nikki Layton
Updated over a week ago

Data Export

Instantly export part or all of your data into multiple formats.
Written by Nikki Layton
Updated over a week ago

What Data can I Import into Kashoo?

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

Business Settings

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

Setting Up User Account

Update your information
Written by Nikki Layton
Updated over a week ago

Setting Up Subscription and Billing

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

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

Written by Nikki Layton
Updated over a week ago

Verifying Your Email Address

Written by Nikki Layton
Updated over a week ago

Importing Data From FreshBooks

Written by Nikki Layton
Updated over a week ago

Migrating to Kashoo from QuickBooks

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

Customizing Invoices, Selecting Invoice Templates, and Uploading your Logo

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

Importing Contacts

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

Adding Multiple Users to Your Business

Written by Nikki Layton
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.
Written by Nikki Layton
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.
Written by Nikki Layton
Updated over a week ago

Setting Up Taxes - Advanced

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

Setting Up Credit Card Processing

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

Setting Up The Square Integration

Written by Nikki Layton
Updated over a week ago

Adding / Removing Businesses

Written by Nikki Layton
Updated over a week ago