Registration and opening entries setup
Sign up, choose a plan, pick your fiscal year and books start date, then enter opening bank balances, customers, vendors, assets, inventory and partner capital.
Step-by-step lesson in the AcademyGetting started guides
Create your account, set up your fiscal year and bring your books over.
Account configuration
Choose between fiscal50’s pre-configured chart of accounts and your own, review system accounts and complete the setup checklist.
Step-by-step lesson in the AcademyConfiguration Agent
Upload a QuickBooks Online or Desktop chart of accounts with a trial balance or balance sheet. The agent detects the format, maps accounts, flags errors and creates bank and card records.
Step-by-step lesson in the AcademyQuickBooks to fiscal50 migration
Export your chart of accounts and trial balance from QuickBooks, upload them to fiscal50, review the mapping and connect your banks.
Step-by-step lesson in the AcademyOnboarding checklist and tour
Use the welcome checklist, the guided tour of the header menus and the onboarding video on your first login.
Step-by-step lesson in the AcademyTry it in your own books.
Start a free month of Starter and follow along with the guides.