Craig_FoxieWebDesignCraig_FoxieWebDesign
Craig_FoxieWebDesignPLUS
Mar 6, 2019

Q: Questions for Kashoo, 1) Can you import Wave accounts, mine is over 5 years old so has many transactions...

2) Is PayRoll on your Roadmap?

Question for Sumolings:
Have any Wave Users tried Kashoo, and what are your thoughts?

Founder Team
Angel_Kashoo

Angel_Kashoo

May 14, 2024

A: To import your transactions into Kashoo, you will have to either use Kashoo's bank statement reconciliation tool to upload bank transactions or you can manually create a CSV or Excel file to import. For more information and a how-to, check out this help article:

https://help.kashoo.com/setup/what-data-can-i-import-into-kashoo

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That does not answer my question, obviously you must have a way to upload bank statement.

Hey FoxieWebDesign,

That would be the way to import your bank statement. You will have to organize your information based on our formatting in CSV. (https://intercom.help/kashoo/banking/uploading-csv-excel-and-qif-formats-for-a-bank-reconciliation)

Or alternatively, if your banks supports exporting bank statements into QBO formats, you can import QBO, OFX, or QFX formats easily. (https://help.kashoo.com/banking/uploading-ofx-qbo-and-qfx-formats-for-a-bank-reconciliation)

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