How to switch your bookkeeping to Found

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.

*Connected accounts is a Found Plus or Pro premium feature—subscription costs are: $19.99/month or $149.99/year for Found Plus or $80/month or $720/year for Found Pro. Your free trial of Connected Accounts starts the day that you link your first account to Found and will expire after 60 days. To subscribe or manage your subscription settings, see here.