Kashoo Accounting for iPhone

Last Updated: Sep 23, 2014 11:17PM PDT

In this article:

Getting Started

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.

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 Business Settings page
  3. Go to the Dashboard page
  4. Enter Income or Expenses (by tapping the Create icon once) or enter Transfers or Adjustments (by tapping and holding the Create icon)
  5. Go to the Transactions page where you can view transactions, accounts, and reports

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, Expenses, Transfers, and Adjustments

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 from within the app

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.

Attachments from outside the app

Even if you're not in the iPhone app, you can add an image from other iPhone apps if you view an image and then tap on the share icon.

Then tap on the Add to icon.

Then select the business you want to add the photo to.

Then fill out the Quick Entry form. After you save the transaction, you'll go back to whatever app you were in.

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

Transfers and Adjustments

A feature that is a little hidden is the ability to create transfers and adjustments. To do so, long press the Create icon (the same icon you use to create income and expenses) and you'll see the option to create transfers and adjustments.

You can use the Transfer page to transfer funds from one account to another.

You can use the Adjustment page to debit and credit accounts (i.e. create a journal entry). If you want more debit and credit columns, tap on the More link.

Transactions Page and Reports

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

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

Banking

In the Banking page, you can:

  1. Search accounts
  2. Add an account
  3. View transactions found in a single account

When viewing the transactions of a single account (like the bank account), you can:

  1. Go back to choose a different account
  2. See the total account balance
  3. Edit account information
  4. Sync the business' data with the web app
  5. View individual transactions

Income / Expenses

In the Income and Expenses pages, you can:

  1. Search customers/vendors
  2. Add a customer/vendor
  3. View transactions of all customers/vendors or a single customer/vendor

From the Income or Expense transactions pages, you can:

  1. Go back to choose to view transactions from a different customer/vendor
  2. See the total Accounts Receivable (money customers owe you) or Accounts Payable (money you owe vendors) balance.
  3. Sync the business' data with the web app
  4. See outstanding invoices marked by an exclamation mark

Duplicating, Sharing, and Deleting Transactions

In any of the transaction pages, 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 view transactions from a single account.

Reports

Profit & Loss

The Profit & Loss report shows you all your sales & expenses within a specific date range. Basically it’s telling you whether you have made money or not.

  1. From the top you can select the time frame of the report
  2. If you tap on any individual account, you will be taken to that accounts details page, which lists all the transactions found within it

Balance Sheet

Your balance sheet report will:

  1. Show you your asset, liability, and equity accounts and their balances at a particular moment in time
  2. You can change that moment in time by tapping the date on the top and picking a new one

Aged Receivables

This is a list of who owes you money. These are the invoices that have been issued to customers, but have not been paid for yet.

  1. It’s sorted by customer
  2. The header show the time frame for amounts owed. Current means the customer is still within the time frame that we gave them to pay. 1-30 days means the customer is late by 1-30 days in making a payment, 31-60 days means they are late by 31-60 days, and so on…
  3. At the far right is the total amount owing for each customer
  4. The bottom right shows the Grand Total of receivables owed, by customer and in total

Aged Payables

Aged Payables looks and functions exactly like aged receivables, but it shows vendors that you owe money to. Aged payables will give you a good handle on how much money owe, to whom, and when that money is due.

Trial Balance

This Trial Balance is a report your accountant will want come tax time. It shows all your accounts and their balances.

  1. You choose the date of the report by tapping on the date on the top
  2. If you tap on any individual account, you will be taken to that accounts details page, which lists all the transactions found within it

Chart of Accounts

This is a listing of all your accounts

Journal Report

This shows every transaction made in your business in chronological order. You can change the to and from dates. 

General Ledger

It’s like the Journal Report, but instead of organizing transactions by date, it sorts them by account. You can change the to and from dates.

Setting Up

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, require a 4 digit PIN or Touch ID to access the app, add sales taxes, or remove your business.

Contact Us

Videos

Webinars

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

Register

Watch a Video

support@kashoo.com
http://assets01.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