Kashoo Erfahrungen

Vorteile

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

Nachteile

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.

Vorteile

After reading so many great reviews about Kashoo and its comprehensive but UX-friendly accounting features, I was super-excited to purchase a steeply discounted subscription/membership on App Sumo several months ago. I was particularly looking forward to being able to sync multiple company bank accounts, as well as our daily credit card sales from Square POS, in a single application. The Square/SquareUp integration is among Kashoo's strongest features in my experience, as I can't recall any synchronization issues or glitches accessing Square data in Kashoo. It also has an iPhone app that's fairly functional, albeit wholly utilitarian in its look and feel. However, considering how much data and memory are consumed when running most accounting programs, the Kashoo app manages to be easily sync-able and fast, which I wasn't expecting...

Nachteile

Connecting bank accounts and accessing transactions has been a thorn in my side from Day One. I've tried multiple browsers--Chrome, Firefox, Opera, Safari, etc.--and tinkered with firewall and security settings far more than I probably should trying to get Kashoo to work correctly with operating account at PNC. I don't know if it's because of the number of transactions or the fact that there's a secondary trust account attached to PNC's online business banking, but I cannot get some of the most crucial bank and credit card accounts to work properly on Kashoo. I've also had issues with credit card accounts and have tried deleting and reconnecting accounts so many times that I'm to the point where I haven't even attempted to open Kashoo in weeks.

In Betracht gezogene Alternativen

QuickBooks Enterprise

Warum Kashoo gewählt wurde

Wave was great--at first... But the more transactions and account data were synched and/or uploaded, the slower and more sluggish it got. Also had a bad experience using their credit card processing system/feature (they refunded a customer's money without notifying us beforehand because apparently they were prohibited from servicing businesses in our sector) which forced us to seek out budget-friendly, feature-rich alternatives for our small business.

Zuvor genutzte Software

Wave

Vorteile

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

Nachteile

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

Vorteile

This is a very easy to use, not so complicated, simplified Billing & Accounting system. Adopting to this software is very easy and it gives you plethora of integration options.

Nachteile

When the user numbers increase, this software may get a bit costly for you and lags a bit when concurrent users are using this application.

Vorteile

The software is relatively easy to use for a beginner. It also looks like something I can grow with and even pass on to an accountant once my business has grown large enough.

Nachteile

There is a bit of a learning curve and I'm not able to import information the way I was hoping to.

In Betracht gezogene Alternativen

QuickBooks Enterprise

Warum Kashoo gewählt wurde

My business was getting sophisticated enough that a spreadsheet just wasn't cutting it anymore.

Gründe für den Wechsel zu Kashoo

I discovered that Quicken supports organizations that go against by religious beliefs and do not want to have my money go toward those causes.

Vorteile

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.

Nachteile

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.

Vorteile

Kashoo is easy to use. It's easy to invoice my clients by sending them invoices directly via Kashoo. It's recommended by my CPA and the reports make him happy.

Nachteile

I would love to be able to set up recurring invoices but Kashoo doesn't offer recurring invoices. Maybe in future?

Vorteile

This software is very easy to understand for people who do not have accounting background. I taught my clients for this software and then can learn it very fast, there is always someone to help you online. Great software in the market now.

Nachteile

Some functions are confusing for example, to overwrite GST or PST. There is no formal instruction on how to perform these functions

Vorteile

1. Very clear interface, when I show this software to our client they could easily understand.
2. Very functional, I can enter all the data efficiently, this software also remember entries.
3. Support is always there, every time I have question I can just live chat with the support and get my answer within few minutes.

Nachteile

1.for our client from china we may need different languages to help those who does not understand English able to make their own books.
2. A comprehensive training would be best for users.
3. More features helping client like scan in or suggestion entries for better client experience whenever they need support.

Vorteile

It has a very clean look and the fact that I can look at my statement very quickly is amazing

Nachteile

A step by step onboarding would be ideal.

Vorteile

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

Nachteile

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.

Vorteile

Customer support has been excellent. easy to use

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

Easy to use both online and on mobile devices

Nachteile

None that I have found yet.

Vorteile

- So far - everything is configurable
- Great online documentation
- Integration with payroll
- The service is amazing

Nachteile

- Some features are not out of the box or not intuitive enough, so you have to ping-pong support even after browsing through documentation.
Luckily, support is amazing and answers politely, accurately and within a few hours.
e.g.:
- Double taxes which apply in some provinces - was able to figure it out with support
- French Invoices (hey, we're in Canada and Kashoo is Canadian!) - was able to figure it out with support (had to do the HTML myself, but the tool permits that which is better than Quickbooks and Wave I have tried before)

Vorteile

It’s very user friendly, fairly priced and always available

Nachteile

Email function needs fixing (can’t send email invoice without getting rid of > this at the end of address ) in field. Reporter problem to no avail
Also, it would be nice it store scans or have a folder on customers. Otherwise, very good.

Vorteile

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

Nachteile

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.

Vorteile

I like that you can attach your bank account and see all transactions in the inbox. It makes it easier than having to navigate my banking app as well

Nachteile

The integration is a problem for me. If they could expand how many apps they can integrate with, it would be helpful.

Vorteile

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

Nachteile

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

Vorteile

They offer ongoing training to enhance your experience with use. Fairly easy navigation and easy to use even for those not well experienced in bookkeeping. Easy to go back and make corrections. Offers different levels of use from basic bookkeeping to issuing invoices and charting of information. Easy access to real time online tech support.

Nachteile

Had some issues of connectivity that required tech support

Vorteile

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.

Nachteile

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