Perhaps you are a little lost about exactly what to do next. We have compiled this handy series of articles to help you along the way.

What type of business are you?

Setting Up Kashoo - Existing business moving from other software, a spreadsheet or pen and paper

If you are an existing business that has done bookkeeping in another system, here is a list of articles that will help you out.

  1. Stuff to do before using Kashoo
  2. Setting Up Business Profile and My Profile
  3. Setting up chart of accounts and opening balances Importing a Trial Balance or Setting up Accounts and Entering Opening Balances
  4. Setting up contacts (customer and vendors) Importing Contacts or Setting up Customer and Vendors
  5. Setting up sales taxes Setting up Taxes or Setting Up Taxes - Advanced
  6. Setting Up Items
  7. Entering Uncleared / Unpresented Checks
  8. Entering Unpaid Customer Invoices / Vendor Bills When First Setting up Kashoo

Note: If you are coming from QuickBooks, please follow these steps.

Setting up Kashoo - Brand New Business

If you are a brand new business that has never recorded your bookkeeping before, here is a list of articles that will help you out.

  1. Stuff to do before using Kashoo
  2. Setting Up Business Profile and My Profile
  3. Setting up chart of accounts and opening balances Importing a Trial Balance or Setting up Accounts and Entering Opening Balances
  4. Setting up contacts (customer and vendors ) Importing Contacts or Setting up Customer and Vendors
  5. Setting up sales taxes Setting up Taxes or Setting Up Taxes - Advanced
  6. Setting Up Items

Notes

Want to know what data you can import into Kashoo? View our article What Data can I Import into Kashoo? to find out.

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