How do I activate auto bookkeeping?

We offer two services, a revolving line of credit and net terms on business purchases. This information applies to the revolving line of credit service.

 

Auto bookkeeping automatically records Fundbox transactions in your QuickBooks Online. When you first connected your QuickBooks with Fundbox, you were asked whether you'd like to use auto bookkeeping.

Tutorial__Setting_up_Auto_Bookkeeping_in_your_Dashboard_1.png

If you did not want to then, but do now, you can do so from your dashboard.

Note that Fundbox will begin recording transactions once auto bookkeeping is enabled. Any past entries for Fundbox transactions will not be recorded retroactively.  

 

To activate auto bookkeeping:

1. Go to Settings.

2. Click on the Payment Method tab.

3. Under Auto Bookkeeping, click "Activate Auto Bookkeeping".

How_do_I_activate_auto_bookkeeping_for_QuickBooks_Online__1.png 

4. Select the bank account you currently use with Fundbox and the liability account you use to log Fundbox transactions from the drop-down menus and save changes.  

How_do_I_activate_auto_bookkeeping_for_QuickBooks_Online__2.png

 

If you haven’t been recording Fundbox transactions in a liability account, please select "Create a new liability account" and click "Activate Auto Bookkeeping".

 Tutorial__Setting_up_Auto_Bookkeeping_in_your_Dashboard_2.png 

 

 

Have more questions? Submit a request