Overall Satisfaction with Kashoo
Pros
- Invoicing - I can create an invoice and email it directly from within Kashoo. When a payment is received, it is simple to enter the transaction and mark it as paid.
- Projects - I can assign a Project to a transaction. This way I can get a detailed picture of a specific project on which we are working. I can run a P&L report of just that project or the whole company.
- Reconcile - Reconciling is a snap when you connect the account to the bank online.
- If you are doing bookkeeping for more than one company, Kashoo has support for that. You can easily switch between companies as needed.
Cons
- If a credit card has multiple cards associated with it, for example, several employees have cards that link to the main account, Kashoo does not have a way to track those cards individually yet still associate it to the main parent account. To be fair, I have not found a bookkeeping software that does this properly.
- The transaction search is a little funky. Sometimes I have to type in the complete word to find something, otherwise, it won't display the results I expect. I have only had this issue a few times, but it consistently happens for those specific searches.
- Kashoo does not track inventory.
- Kashoo has allowed me to be on top of my bookkeeping without having to hire a separate bookkeeper.
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