Accounting Basics

9 Things You Can Do in Kashoo as Soon as You Set Up Your Account

By September 22, 2015 February 26th, 2019 No Comments

So you just decided to take the plunge (or at least dip your toe in the water) with Kashoo. That’s awesome for a number of reasons, starting with the fact that you are now better positioned than ever to have complete control of your business’s financial health. But one thing we hear every now and then is, “OK… I’ve signed up for a free trial… What do I do first?” Cutting right to it, here are nine things you can do with this small business accounting app we love so much…

Before we dive in, it’s probably worth mentioning that these nine tasks aren’t just for Kashoo newbies. If you signed up for a free trial eons ago, these to-dos are a great way to get reacquainted. And if you’re a long-time power user, you still might find some gems in here. Now on to the list!

1. Set Up Your Business Profile

If you haven’t done this already, setting up your business profile is the first thing you’ll do in Kashoo. Here’s a quick tutorial on how to do it: 


2. Hook Your Bank Account into Kashoo

Why do this? To eliminate manual data entry, that’s why! When you connect your bank feed to Kashoo all of your transactions are automatically pulled in. Not only does this bring everything under one roof, but it makes bank reconciliation significantly easier.

Learn how to connect your bank feed.

3. Create Your Custom Invoice 

Your invoice says a lot about your business. Sure, the dates, items, terms and payment details are important, but the look and feel of your company’s invoice matters too. So make your invoice yours! Upload a logo and pick a template that best reflects your company. 

Here’s how to customize your invoice and upload your logo.


4. Download the Kashoo iPhone App

Know the fastest and easiest way to capture an expense receipt? With the Kashoo iPhone app. Hop on over to the App Store and download it for free

5. Input Your Trial Balances

This task should perhaps be higher up the list, but no matter! Once you’ve created your business in Kashoo, one of the very next things you should is import your trial balances (assuming you’re bringing your existing books from somewhere else). Why do this? Importing your trial balances allows you to pull into Kashoo your chart of accounts and opening balances so that you will not have to manually enter each one into your account. 

Here’s how to import your trial balances.

6. Sign Up for a Free Webinar

Kashoo webinars are known the world over for their gripping plots, deep character development and—wait, sorry. I was describing our Freedom Friday’s. That said, a Kashoo webinar can be super-helpful when it comes to learning the ropes of bookkeeping. See what’s on the Kashoo free webinar schedule.

7. And Speaking of Bookkeeping…

If you previously employed the services of a bookkeeper, you can probably cut that expense. Kashoo is all about putting you, the business owner, in control of your company’s finances. Is anyone really better qualified to do this job than you?

8. Say Hi to the Kashoo Customer Success Team

Shoot us an email or a tweet or even give us a call and we’ll answer. The Kashoo Customer Support Team is comprised of real humans (refreshing, eh?) who work here at Kashoo HQ right next to other Kashoo team members. When you get in touch, you’ll most likely get Tham, Monika, Tony or Nikki. See! Real people! Sure, we may sound over-excited about this, but we believe that real, personable support matters. 

9. Get Familiar with Kashoo on the iPad

The native (and free) Kashoo iPad gives you a real-time view of your business—from anywhere, anytime. In addition to being able to generate invoices and capture expenses, the Kashoo iPad app gives you the ability to pull reports like the Profit and Loss, the Balance Sheet and more. Plus, the Dashboard View in the Kashoo iPad app gives you an up-to-date view of your business’s financial health.

So there you go. Nine thing you can do in Kashoo the moment you sign up—or at any time!