Import a QBO file into Kashoo - ProperSoft

Import a QBO file into Kashoo

Kashoo is Online accounting system

This tutorial shows how to import a QBO file into Kashoo. First, you need to login into Kashoo. Then click on 'Banking'.

IMPORTQBOKASHOO Step 1: Banking Kashoo

Select the Bank or Credit Card account.

IMPORTQBOKASHOO Step 2: select bank account Kashoo

Click the 'Browse' button.

IMPORTQBOKASHOO Step 3: browse Kashoo

And select a QBO file.

IMPORTQBOKASHOO Step 4: select a QBO file Kashoo

Then click 'Upload'.

IMPORTQBOKASHOO Step 5: upload Kashoo

Now transactions are imported. You have to categorize them. Select 'Add Expense'. Then choose 'Supplier' and 'Account' (what is the Expense Account). Then click 'Add Statement'. And continue for all transactions. So, this way, you'll process them all.

IMPORTQBOKASHOO Step 6: add expense Kashoo

If you don't want to import certain transactions or you realized, that it is incorrect statement, click on 'Remove Unmatched Rows'.

IMPORTQBOKASHOO Step 7: Remove Unmatched Rows Kashoo

And all those transactions will be gone.

IMPORTQBOKASHOO Step 8: deleted transactions Kashoo

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