Starting out

Find your way around

The main areas, and what each is for.

Fulkrum is organized into a few simple areas. Here's what each one is for.

  • Home — your snapshot and setup checklist.
  • Bookkeeping — your transactions, receipts, and reports, all in one place (Transactions, Receipts, and Reports tabs).
  • Your services — anything you've turned on, like invoicing, payroll, or taxes.
  • Education — help articles like this one, whenever you need them.

What happens next — you'll spend most of your time in Bookkeeping; that's where the day-to-day happens.