Kashoo Erfahrungen

Vorteile

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

Nachteile

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

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 Desktop 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 Accounting

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 Desktop 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

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

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

Clean, snappy interface; support for serious accounting (adjustments, transfers, trial balance, general ledger, supporting documents) over and above simple receipts and payments; cloud-based & browser-based so allows me access from anywhere and peace of mind regarding data security and backups. And I can share it all with my auditor sitting miles away at his Windoze PC so he doesn't have to take up space in my home office, where I happily update Kashoo using my iMac :)

Nachteile

Maybe a tad more support for drag-and-drop would be nice as would the ability to open it in multiple windows so I can cross-check and tally stuff a bit easier than going backward and forward in the same browser window.

Vorteile

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.

Nachteile

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.

Vorteile

1) Automatically lists the latest entries in income or expenses or other accounts if you select them.
2) Easy to learn and to get going
3) Excellent integration with Square allowing you to run detailed excel reports to slice and dice your Square transactions to your heart's content.

Nachteile

1) Bank account transaction matching is cumbersome and a bit clunky. The top half of the page is what you've matched, and the bottom half are all the entries in Kashoo INCLUDING matched ones. The bottom half should really be just the unmatched entries.
1a) You can't run a report on matched or unmatched entries and if you select or download the bank account account it does not tell you which entries are matched.
2) It won't add up sub accounts on an income statement
3) In general, if you want to run reports the answer is excel, but excel isn't that bad: it's just a pain to dump it, format it, sort it , etc.

Vorteile

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

Nachteile

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.

Vorteile

Use of navigation and pop up help topics

Nachteile

Income and Expense pages dont "spring" back to last use eg looking at entries on say page 3 for example then leave that page but have to cycle back from latest listing page to page 3

Perhaps also better prompts on what to do at year end

Vorteile

iPad app

Nachteile

invoicing is a little fussy and the graphics are a little complicated.
Need to make it easier to identify and manage unpaid and past due invoices

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

What a great app! This is perfect for a small business/ entrepreneur! As a realtor, its perfect for me to keep track of all my receipts, etc!!

Nachteile

Not a whole lot of cons! Overall very simple and straightforward. The overall layout/look of the app isn't my favorite. But not concerned with that. Works well!

Vorteile

I love this app because it is
- simple to use
- no technical skill needed
- IOS app to record the expenses at any time

Nachteile

This is not a must but if it can be done then it is perfect.

Need to integrate with Payoneer.com

Vorteile

The support material, i.e. online videos and instructions and how quickly the helpdesk responds

Nachteile

I wish you could upload bills, like a master card bill directly.

Vorteile

Kashoo is simple and intuitive. They also have an amazing help department and put out teaching webinars quite often. It has everything I need as the big powerhouse SaaS, but no where near their ridiculous pricing.

Nachteile

I had no problems at all with anything. I didn't know how to perform a function and their help desk sent me screen shots and support. Great team!

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