Bookkeeping basics

Transactions pulled and sorted every day.

Bank or credit card, when you'd rather not connect.

Your "waiting on you" list, explained.

What to do — and no, you didn't break anything.

The AI reads and suggests a category for each transaction.

Change a transaction's category anytime, even after it's posted, and your reports update instantly.

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

Take a photo — we read the merchant, date, and total.

Upload a receipt photo or PDF and Fulkrum reads the merchant, date, and total for you.

Confirm the details before it's saved.

Tag a receipt with a job, property, or project so it lands in the right report later.

Why you never double-count a purchase.

Track jobs, properties, or projects.

Tag any transaction by job, property, or project to track profit the way your business works.

Create custom tag types, like location or client, to track spending your own way.

Profit per job, property, or project.

Supplies vs. equipment — and why it matters.

Record equipment, a computer, or a vehicle so it's on your books with depreciation handled for you.

The asset and its loan, in one step.

What it means for your books — no jargon.

Record a vehicle trade-in so the old asset comes off your books and any gain or loss is captured.

Record a loan you owe, with lender, balance, rate, and term, so you can track payments against it.

Only the interest counts — here's why.

What you earned and what you spent.

See what your business owns and owes, plus your equity, on any date, no accounting needed.

A plain-language read on where you stand.

Your P&L and Balance Sheet, as a PDF.

A small, regular habit beats a year-end scramble.

AI helps, but get real counsel for the big calls.

Keep business spending in one place.

How to record it so your books stay clean.

Record owner draws and reimbursements correctly so your pay and your books both stay right.

Ten minutes to stay on top of your books.