Bookkeeping basics

Coming from QuickBooks?

Move your QuickBooks history into Fulkrum so your books start complete, with our team checking the migration.

Bring your history over so your books start out complete, not from zero.

  1. Go to Bookkeeping → Transactions.
  2. Tap Import QuickBooks history.
  3. Export the report we ask for from QuickBooks — we show you exactly which one and how.
  4. Upload it. Fulkrum matches your accounts and brings your history in.

Our team reviews each migration to make sure it reconciles before it's final, so you're not on your own for this one.

What happens next — your past transactions and balances appear in Fulkrum.