You are moving on to Kashoo, good for you. 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?
- Existing business with accounting records (moving from other software, a spreadsheet or pen and paper)
- Brand new business without accounting records
- Existing business coming from QuickBooks
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.
- Stuff to do before using Kashoo
- Setting Up Business Profile and My Profile
- Setting up chart of accounts and opening balances
- Setting up contacts (customer and vendors)
- Setting up sales taxes
- Setting Up Items
- Entering Uncleared / Unpresented Checks
- 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.
- Stuff to do before using Kashoo
- Setting Up Business Profile and My Profile
- Setting up chart of accounts and opening balances
- Setting up contacts (customer and vendors)
- Setting up sales taxes
- 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.
