Kashoo

Easiest Accounting/Bookkeeping software by far!

Opmerkingen: The company is very responsive and the software / apps have been solid. Kashoo is my third (and final) accounting software service purchase.

Pluspunten:

Here's the thing - I HATE accounting & bookkeeping. So I want to spend the least amount of time doing it. And, I want to spend even less time doing taxes. Several years ago, I researched all of the solutions out there, yeah QB too... but I dreaded a steep learning curve and wanted something accurate - and portable. Kashoo has the app for my phone & tablet so I can whip out an invoice real quick while visiting clients. It downloads from my bank just like the other big names, and even has an option to accept credit cards from my clients. It's really powerful, and if you're a numbers geek you'll have fun with all of the options. But for me - it just works. Online or app - I don't wonder about my numbers anymore, nor do I waste a bunch of time. And they do regular webinars which are actually quite interesting. Almost makes me want to do my bookkeeping. Almost. lol.

Minpunten:

There's really not a lot to dislike about the software, and the support staff is great. If I could change anything, I'd have them move their headquarters from Canada to the U.S. ;)

Very good for what it does, and customer support is fantastic

Opmerkingen: Good, but needs additional functionality to be super!

Pluspunten:

It is simple and straightforward, and gives me generally what I need.

Minpunten:

I really, really need the ability to do more than just 'Projects'. I really need to be able to nest 'Projects' or use categories and classes like Quickbooks. Plus, I need to get my data into a spreadsheet much more easily.

Not good

Opmerkingen: Where do I even begin? Kashoo’s bank feeds fro my credit card show up in USD, even though the card is CAD. They had no fix for this, so the feed became largely useless. When I purchased the software on a lifetime deal, I was told I would be able to upgrade to Kashoo 2.0, an upgraded and improved product, complete with machine learning for automatic categorization of imported transactions. As it stands, Kashoo is quite clumsy and time-consuming to use. Each transaction has to be manually dealt with; there are no features that allow bulk or automatic categorization. Kashoo 2.0 materialized for a brief period, and then became Trulysmall. When I finally requested to have my subscription transferred, I was told that wasn’t an option. Without major upgrades, Kashoo is unbearable to use. Stick to the other tried and true options out there. They might cost more, but surely an additional 5-10 hours of your time per month is worth the extra $10-20 you’ll pay to get real accounting software.

Pluspunten:

It's inexpensive, that's about it, it's not good.

Minpunten:

Clunky, lacks many features of its competitors, time-consuming, bank feeds don't always work

If you don't want to pay for Quickbooks, look at Kashoo

Opmerkingen: I needed to run financial statements and reports my previous software could not generate. I am happy with Kashoo and would recommend it to anyone that is looking for an alternative to QB.

Pluspunten:

I was able to score a deal on this software, but I had been looking for a new accounting software for sometimes. I just happened to be at the right place at the right time. I really like the bank syncing (which nearly all software provides) and the ability to add users (add your bookkeeping, accountant, etc) and limit their privileges.

Minpunten:

Not really their fault, but the big player in this game is Quickbooks, and nearly all professionals know how to use QBs. It was a bit harder to find someone familiar with Kashoo, but after that hurdle was over, the software works pretty well.

I love Kashoo's Customer Support

Opmerkingen: Their customer support and that it is cloud-based. The price is excellent. It is easy to set up a Chart of Accounts too. It important my transactions from my bank and CC is easy. That I can't create import rules. I would change the category but Kashoo wouldn't memorize it. Quicken enables you to create memorized categories.

Pluspunten:

Their customer support and that it is cloud-based. The price is excellent. It is easy to set up a Chart of Accounts too. It important my transactions from my bank and CC is easy.

Minpunten:

That I can't create import rules. I would change the category but Kashoo wouldn't memorize it. Quicken enables you to create memorized categories.

Just what I needed . . .

Opmerkingen: Overall this is a great finance program and the price was great compared to similar products.

Pluspunten:

Kashoo allows me to keep better records for my business finances. The app allows me to easily upload receipts and to make manual adjustments.

Minpunten:

It does not sync real time account balances with your bank. You have to do that manually. I prefer realtime bank balances.

Good. Would be great IF...

Pluspunten:

Ease of use. Customer service is good Everytime I need them.

Minpunten:

No Android app. Ridiculous. Needs dual layer security for login.

love the user interface and chat feature!

Opmerkingen: When I first started my horticulture business (capterra- why is horticulture or even landscaping, not an industry option?!?) I kept books on paper and had to learn book keeping from the IRS website and other online (free) resources. When I decided that I really wanted to go digital, I tried multiple online book keeping softwares before finally settling on Kashoo. My experience has been really great! Every time I have a question it has been either easily answered through the online tutorials or by using the Kashoo chat feature. Even when I make a stupid mistake, customer service always seems happy to help me unravel and correct it. For comparison, another organization that I was on the board of uses quick books and every time I had to use it I was more greatful for Kashoo! For someone who didn’t learn book keeping on quick books- looking through the accounts to find the information I need on Kashoo is so much more intuitive.

Pluspunten:

Ability to view accounts, excellent customer service, helpful tutorials

Minpunten:

for me there really haven’t been any cons. That said, my accountant had never heard of it- not really a problem, just disappointing to me, and of course I would love to pay nothing for bookkeeping 😉

Kashoo Much better than some of other choices

Opmerkingen: My overall experience has been great. I paid one time and eliminated any monthly payments. It is very reasonable for the price and works as well as high-end programs.

Pluspunten:

it is very inexpensive and it takes care of everything that I need to be done from accounting software.

Minpunten:

It can be difficult to download transactions so they can be accounted for in the business. However, it is still very efficient.

Great Canadian Accounting software

Opmerkingen: I've used Kashoo to track my finances as a professional musician for a few years now and it has never let me down. It's very fast to get in and out and do what I need to do. I love being able to support a Canadian company, in Canadian dollars :) Support has been very responsive when I've needed it.

Pluspunten:

Kashoo is very clean and lightweight. Not flashy, but that makes navigating the web app and iPhone app snappy.

Minpunten:

Lacks some of the bells and whistles of the 'big boys' in this space - like integrations with other services. That's not something I need right now, but could be useful in the future. Kashoo's design can seem lacklustre at first. There's power in that, but it's not nearly as friendly-looking as Freshbooks, for example.

Kashoo was the easiest web app to go to from my traditional personal computer accounting system

Opmerkingen: Very good, once I learned it all.

Pluspunten:

It's reliable, and stable, and it works with my older web browser ! It doesn't use too much flashy stuff, and it just keeps working. Many other web apps keep changing and need constant browser upgrades and a lot of maintenance. After that, I would say the overall simplicity, you can see everything from the top page, the user interface is not too deep or busy. The "back" buttons are very helpful, browser back buttons often get confused, or lose context. I'm an old-fashioned double-entry, journal and T-accounts type, but I have found that it is all really there, just sometimes called something else, or underneath something else. But once I found everything, I became productive in the system.

Minpunten:

Not a con, but a feature suggestion - I'd like to have an inventory system, a parts database - is this available as an option, or is it there somewhere and I haven't found it ? I don't need anything too fancy, just part numbers and costs, I used to use a system that allowed me to keep a running average cost on items, because every time I made a purchase of an inventory item, it added to the total of parts on hand, and the total of cost for that item, and then also debited Cost of Goods Sold. At inventory reconciliation / period closing, I then did a journal transaction adjusting the parts left to an inventory asset account, at the average price, leaving Cost of Goods Sold representing the cost of the goods that actually left after purchase. Or it could be the other way around, going to inventory first and then getting adjusted to COGS, but I found that this way was most convenient, because most parts were purchased in order to make something to sell, and only certain items are ones I keep a surplus of, to weather availability issues (although that's more the norm right now). Right now I do the process described above manually.

Review kashoo

Opmerkingen: I can see up to date my statement income monthly or yearly and compare, so i can adjust strategy when i want. Program everything up front bills. Find receipt paid , clients that buy on credit, when to call them. Bills to pay.
Can comepair booking with my bank statement, do monthly tax payment, download documents in exel, pdf etc

Pluspunten:

Its a simple to use day by day administration program. 24 hours eccess any where in the world. Get all financial information how your business is doing.

Minpunten:

If your not good in english it will be hard to understand most instruction , like setting up certain things to get going, personaly i dont go to deep in setting up complicated administration things i dont understand, but when i have to you can get online help , only on working hours, not 24 hour. Maybe some more after hours asistance can come out handy, depens in which time zone you living.

My Kashoo Experience

Opmerkingen: I Love Kashoo but I wish there was more help online, I'm trying to figure out how to deduct money from an employee for a garnish of wages and I thought I did it correctly but it was wrong, because I'm a really small business and have less than 5 employees I can not get any help. I also wish that the invoice section of Kashoo was easier to use. But It's way more user-friendly than other programs! So yes I like it !!

Pluspunten:

Easy to use, easy to keep track of things, like the reminders it gives in the side column

Minpunten:

Invoicing is not that great, or it could be that I'm not knowledgeable in creating invoices in Kashoo. Wish there was more help for the free accounts, but hey can't get much for free these days.

Making Finances Easier for a Solo Business

Opmerkingen: I got the program at a discount with lifetime access, so it's definitely worthwhile for that price. I can't say how much it would be worth for a monthly or annual fee. That's the only reason I don't rank it higher on the "would I recommend it" scale.

Pluspunten:

I've enjoyed having an easy online place to enter my income and expenses for my small business. The dashboard is pretty straightforward. I believe there are additional options I haven't explored, and they are constantly making improvements. I'm looking forward to seeing what it can do at tax time, and I fully expect it to make things easier.

Minpunten:

When I have a one-time client or expense, I have to take an extra step to add them as a client before putting in the transaction info. It would be nice to have a shortcut for that, and only add them to the client/expense list if it will be a repeat. But perhaps it's hard to know for certain when that will be the case.

Multiyear user

Opmerkingen: Great!

Pluspunten:

I've been using this software for 5 books for about 5 years now. I'm not an accountant, and it's so well laid out that I really prefer this to any of the other systems I've tried. It's all put together for a entrepreneur to use easily. Over the years I've needed support and help a few times, and each time I've had the issue resolved by a real person very quickly and easily.

Minpunten:

Some of the book keepers need to get up to speed initially, but it doesn't take long.

Easy and faster accounting program

Opmerkingen: Online assitence is great , Kashoo team have the knowlede and quicky answers when I have quesions or need solved problems

Pluspunten:

The online program doesn't need to update and lost the information. I can attach imporant document in the entry and keep there.

Minpunten:

-Report where shows a detail of accounts payables and accounts receivable.

Great accounting program, easy to learn and use, but report formatting needs a lot of work.

Opmerkingen: I know that the look of reports is not a top priority in accounting software, but a clean, professional look does matter to me. I have been advised by Kashoo that they are working on them but it has been months now and nothing has been fixed. If it wasn't for this issue, the software would get a 5/5 from me. I really like using the program and don't want to switch to something else.

Pluspunten:

Has everything I need to run my small business Easy to learn and use, not a huge learning curve Canadian product!

Minpunten:

Data entry requires a lot of scrolling up and down Report formatting really needs work: - Accounts are not in numerical order - Columns don't line up - Some reports have no title or date range, I have to add them manually (statements and ledger) - Font headers are huge and can't be adjusted, creating way more pages than needed - No way to adjust page sizing (often get one line on a second page when it would easily fit on the first) - Report templates are not customizable, they can only be fixed by Kashoo.

Very easy to use.

Opmerkingen: Very intuitive software. I have been a CPA for over 40 years. Great for clients "on the go" to maintain accurate records. I use it for all my own personal use as well.

Pluspunten:

Portability, ease of use.

Minpunten:

Would like to see more selectivity in reports.

Kashoo Accounting Provides Adequate Solution

Opmerkingen: Overall Kashoo does a pretty fair job. It served its purpose for about a year but was ultimately replace with a more feature-rich package.

Pluspunten:

I liked the fact that Kashoo is an online solution and could be accessed from anywhere. The interface was fairly intuitive and easy to follow in most places.

Minpunten:

Kashoo is a fairly good solution for online invoicing and billing but for the price lacks some of the features that you would expect.

Limitations

Pluspunten:

Printed invoices are clear, but do not show payments made from different sources, therefore, of limited usefulness for clients wishing to access funding through two different EAP/benefit plans.

Minpunten:

Printed invoices do not show payments made from different sources, therefore, of limited usefulness for clients wishing to access funding through two different EAP/benefit plans.

Great Service , Please adjust the last U.I. change

Opmerkingen: I find that the last U.I. change was a step back, some functions are a bit harder to find. I can see what the goal was, but I think things like renaming receivables to "unpaid invoices" for example is less clear, and a bit silly.

Great Software for small businesses

Pluspunten:

I like how easy it is to use on a day to day basis. It is very user friendly and easy for anyone to pick up. The customer service has also been outstanding!

Minpunten:

It currently doesn't have the ability to link creditcards which would be awesome as some of my clients grow. I think it's a feature that's coming however

It works but looking at it is a pain.

Opmerkingen: Overall, it works and does what it says it's supposed to do, but as shallow as it sounds, the UI is just so hard to get past. Also, invoices do not look nice. The whole app looks like it's stuck in 2006.

Pluspunten:

It is accounting software that does exactly what the intent is, with some other added features like invoicing.

Minpunten:

The UI is, in my opinion, one of the ugliest UIs I've ever seen. It makes me not even want to use it.

SO FAR SO GOOD WITH KASHOO !

Opmerkingen: I am hoping we will have an easier time keeping all my accounts in order with Kashoo. Having the ability to keep separate companies on one platform that is affordable makes me much happier.

Pluspunten:

I think it is a fairly straight forward program. Simple to use once you get the trial balance into the program. We like the auto download function for the bank statements and credit card. Because the cost of the program is so affordable I am able to use Kashoo for both my real estate businesse and my property management company. I wasn't able to afford it with Quickbooks! My accountant and bookkeeper are much happier with Kashoo than with Quickbooks.

Minpunten:

My bookkeeper has commented that Kashoo will allow a reconcilation even though the numbers do not balance with the statement. The reconcilation needs to match the final statement. So far she and customer service have not been able to resolve this issue.

Good Software Overall

Opmerkingen: It's great to have a centralised place to track and record all your bookkeeping which will make the year end much easier.

Pluspunten:

Great integration with Stripe conveniently invoice clients directly from the software

Minpunten:

Limited selection of invoice templates that are horrible looking and not easily branded with your company logos .The account codes in the accounting ledger have to be changed manually if you want to align with your countries standardization.