Kashoo Erfahrungen

The key in selecting accounting software is not how much it can do for you, but how much support you can get after you take the plunge.
With Kashoo, the support is unbelievable. Utilizing their Chat feature will get you a satifactory answer in a matter of an hour or so. I've never felt like I got a less than complete reply. Why? Because they know their product, and are not paid to sit and answer questions all day long about something they don't use. I cant say that for the other software systems I've tried. I'm now running 3 businesses off of Kashoo.

The bank feed somehow gets hung up each month...not sure why. Wish there were more check templates that utilize a common standard (QuickBooks, MS Money)
Wish the Client fields were more customizable, so reporting could be more robust.

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

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

Like other online accounting software packages, Kashoo offers receipt and transaction matching as well as automatic reconciliation. Their invoicing and general ledger is well done and works well. Same as the other packages, Kashoo is available as an online accounting package only - which is great - allows for anytime, anywhere working.

Two major items missing are accounts payable (I know Kashoo will say very small businesses use a debit card, credit card or writes a manual check), however having an AP system to collect your vendor bills is kind of a no-brainer. The other item is a lack of being able to do estimates - this is critical as small service businesses propose jobs all the time and if your accounting package did estimates, all you would need to do is finalize a few adds and subtractions from you customer, click "turn into an invoice" and email to your customer - takes no time at all and everything is in one place - quick and easy. And there is no budget feature (which is probably minor to many small businesses).

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.

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.

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.

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.

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

Intuitive design. Clean and uncluttered layout. Everything just makes sense. Customer service is fantastic!

I would like to see updates more frequently.

- Everything was so simple to set up
- had all my banks, which is rare as I'm Canadian and often accounting software has either only US banks or a tough process to get my banks to integrate
- Customer service experience has been amazing!

It's not as aesthetically pleasing as some of the others. That's it so far.

Management of project expenses, payroll expenses & cashflow management are so simple to use with Kashoo.

Using invoicing system and tax implementation for countries outside US is not that friendly.

Great for small business owners with multiple companies. Easy to use and to train others.

Would love to be able to have app for employees that could attach receipts to credit card charges.

Ease of setup, ease on use. Archiving and security of data.

I like everything about it, but encourage further development of the mobile capture services. There's still room to improved workflow and save customers time and money.

Customer support has been excellent. easy to use

invoices are the most important thing. They are how we present the Kashoo product to our customer. The invoicing needs more functionality. i.e.: I need to be able to delete a line or line items and I can not. Not being able to do this can make an invoice look sloppy.
if a client is tax exempt I have to make every line item a non tax item - better would be one bulk action, one button that says customer is tax exempt.
I would also like to see a quote or estimate option. If a client wants pricing, I need to send them an invoice. if the client decides not to go with us, that invoice is counted as income.

We started using this product because the first year was free through Liberty Tax Service. Additional account costs are attractive. So cost is what I like most about the product. I do like the layout/appearance of the P&L and Balance Sheet. Also like the Bank Connect feature.

Inability to get totals within the apps modules, limited reporting capabilities, unable to filter by date, name, detail, etc. Wish this product was a bit more robust, so that exporting to Excel wouldn't be necessary.

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

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

Very simple and does almost everything the giant products on the market do.

Really could use some more color. But that's just me, I like color.

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.

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.

I like that it's in the cloud and accessible anywhere. The customer service is also very responsive

It has some quirks that are not intuitive, and a few random software glitches. I have no fear for the security of my data but as a non-accountant/bookkeeper I struggle with a few things.

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.

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.

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!

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

If I would be a good bookkeeper, and do it monthly it would be a snap. It is well organized. Some things I do find difficult, and find that the support can be a rather long wait to receive. Example. Have been doing GST return quarterly manually, and can't figure out how to input it. Have had no resolution from helpdesk yet. But will work on it when I return from World Championships end of the month

The support online is good, but the hours of service not great. Would prefer noon till 9 weekdays and hours on Saturday/Sunday as well. Which is when I often work on books.

Kashoo's user friendly, intuitive layout and extensive support base enables a novice to get up and functioning in a relatively short time frame.

The addition of a budget segment would enable a nice comparative feature. Currently I am unaware of such an feature in Kashoo.

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

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

Tracked expenses and accounting related issues are a hassle and we used Kashoo iOS app, to efficiently upload our expenses/ receipts. This account is shared with our accountant, who will then file and manage accordingly. Syncing with our local bank also works well.

If only Kashoo will support read receipts for opened invoices, that will be great