Kashoo

Puntos a favor

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.

Desventajas

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. ;)

Puntos a favor

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...

Desventajas

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.

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Software anterior

Puntos a favor

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.

Desventajas

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).

Puntos a favor

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

Desventajas

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

Puntos a favor

Tax Management, Real-Time Bank Feed, Bank reconciliation, and Project Budgeting are just some of my favorite features, web and mobile apps are a bonus but the cherry on top for me is that they support the Spanish language as well. Not to mention the super fast support.

Desventajas

Not many cons but I am just hoping for more integrations. Specifically invoicing software like Fiskl!

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