How to switch your bookkeeping to Found

Q: How to switch your bookkeeping to Found

Learn how to switch your bookkeeping to Found in a few easy steps, including importing an categorizing transactions for up-to-date records.

In addition to banking, Found has built-in bookkeeping tools to save receipts, manage expenses, view an interactive P&L report, and more.

When switching from another bookkeeping tool, we recommend importing transactions from at least the last year. That way, you can track year-to-date income and expenses and help keep your business records organized in one place for tax season.

Here’s how:

Step 1: Import transactions

From your current bank account or credit card - Connect other accounts to import historical transactions and/or automatically sync all future transactions.
From QuickBooks or another bookkeeping tool - Export your data as a CSV file and upload it to Found in just a few clicks
From a mileage tracking software - Import your business miles as a CSV file in our desktop app to track mileage deductions.

Step 2: Categorize your transactions

Once imported, you’ll need to review and categorize your transactions so they are logged as tax deductions in your reporting.

You can categorize transactions one by one or use bulk actions to categorize multiple similar expenses at once.

Need to import business contacts? Reach out to us at account-management@found.com and we can help.