Tutorial: Activating Auto Bookkeeping for first-time users

Auto Bookkeeping was designed to automatically record Fundbox transactions in your Quickbooks Online, so you don’t have to do it yourself. To learn more about Auto Bookkeeping and how it works, click here

To activate Auto Bookkeeping, please select the bank account that is connected to Fundbox from the drop-down menu and click Activate Auto Bookkeeping.  

That’s it! You’re all set.  After activating Auto Bookkeeping, we’ll create a vendor in your Quickbooks Online named "Fundbox," as well as create a liability account called “Fundbox Invoice Advances.”

While it is not recommended to opt out of  Auto Bookkeeping, you can do so by clicking, No thanks, I’ll be doing my bookkeeping manually.  You can also disable/ re-enable Auto Bookkeeping at any time via the Settings menu. See how here

Have questions?  Call us at (855)-572-7707 or email us at support@fundbox.com

 



Have more questions? Submit a request