Kashoo Accounting for iPhone

Last Updated: Aug 14, 2014 02:47AM PDT

In this article:

An Overview of the iPhone app

The first thing you'll see when the app opens up is the Welcome page. From here you can take a look at the sample business (Acme Photo), log in to your account to access your businesses, or sign up.

Logging in (existing users)

To log in, tap on Log In and enter in the exact same email address and password that you use to login to the web app.

Once you log in, you'll see a list of your businesses show up - and all you need to do is tap on one to see it.

Signing Up

To sign up, tap on Sign Up and enter some basic name, email, and password information.

You will then be brought to a New Business page where you can enter some basic information about your company.

After that, you'll be ready to get started!

Once you're in your new business, you can always add additional information by tapping on the Gear icon on the top of the page.

You'll be brought to the Business Settings page where you can add your business contact information (which will show up on invoices), choose your invoice template, create a 4 digit PIN passcode, create taxes, or remove your business.

Dashboard Page

The first thing you'll see when you enter a business is the Dashboard page.

Here are the main navigation elements:

  1. Go back to the Business Selection page (if you're logged in) or Welcome page (if you're not logged in)
  2. Go to the Dashboard page
  3. Enter Income or Expenses (by tapping the Create icon once) or enter Transfers or Adjustments (by tapping and holding the Create icon)
  4. Go to the Transactions page

The dashboard will show you a graph of your month-by-month profit & loss.

If you swipe up, you can also see your year to date income and the balances of your main accounts.

Entering Income and Expenses

Tapping on the Create icon on the bottom of the page will bring you to a page where you can enter Income or Expenses.

  1. Income / Expense Toggle: Use to switch between entering income vs. entering expenses
  2. Attachment: Add an attachment
  3. Amount: Enter in the amount
  4. Date: Select the date
  5. Add Tax: Add taxes
  6. Customer / Vendor: Choose the customer or vendor
  7. Paid From: Choose how the income or expenses was paid for (ex: bank account or credit card) or what terms were given (ex: due on receipt or net 30)
  8. Income / Expense Account: Choose which income / expense account to use

    Note: Items can only be used in the web app (i.e. you can't use items in the iPhone app).

  9. Add another: If you want to enter additional income / expense right after saving, tap this
  10. Save: If you want to save and then go back to the previous page, tap this
  11. Cancel: If you want to go back to previous page, tap this
  12. More: If you wat to add more details (like a bill #, Order #, description, qty, multiple line items, and a memo), tap this

Attachments

When you tap on the Attachments icon, you have three options:

  1. Cancel and return to the enter income / expenses page
  2. Choose an existing photo
  3. Snap a new photo

Once a photo is chosen / taken, you can then crop the photo.

Once the photo is cropped, tap on Done.

You can add an additional image by tapping on the + icon, delete the photo by tapping on the Trash icon, or go back to the enter income / expenses page by tapping on Done.

Customer / Vendor, Paid From..., and Income / Expense Account

Choosing the Customer / Vendor, Paid From..., and Income / Expense Account all give similar options:

  1. Go back to the enter income / expenses page
  2. Add a new customer / vendor / account
  3. Search
  4. Listing of customers / vendors / accounts

Transactions Page

From the Transactions page, you'll be able to select from four areas:

  1. Banking
  2. Income
  3. Expenses
  4. Accounts

Banking

In the Banking page, you can do the following:

  1. Go back to the Transactions page
  2. Search accounts
  3. See the total account balance
  4. View all transactions and the account balance after each transaction

Searching Accounts

From the Search page, you can type in an account name in the Search Box, add an account by tapping on the + icon, or scroll through and tap on the Account you want to view.

Income / Expenses

From the Income or Expense transactions pages, you can:

  1. Go back to the Transactions page
  2. Use the search to only show transactions from a single customer or vendor
  3. See the total Accounts Receivable (money customers owe you) or Accounts Payable (money you owe vendors) balance.
  4. An invoice in good standing
  5. A paid invoice
  6. An outstanding invoices

Duplicating, Sharing, and Deleting Transactions

If you swipe left, you can:

  1. Duplicate a transaction
  2. Share an invoice or expense
  3. Delete a transaction

Sharing Options

If you tap on the sharing icon for an invoice, you'll see a preview of the invoice. To share it, tap on the Share icon.

You'll then have the options to share the invoice by airdrop, messaging, email, or by printing.

You can also choose a new invoice template by tapping on Choose Template.

Accounts

The Accounts transactions page works much in the same way as the Banking,Income, and Expenses transactions pages. You can view transactions from all your accounts or use the Search to only show transactions from a single account.

Contact Us

Videos

Webinars

New to Kashoo? Join a webinar to learn all the basics.

Register

Watch a Video

support@kashoo.com
http://assets02.desk.com/
false
KashooOnline
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete