How do I apply with Quickbooks Online?

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.

 

You can access your Fundbox dashboard directly from within your QBO account. Here's how:

1.Go to the Intuit app center.  Click on "Get App Now" and follow the instructions. 

2.Log in to your QuickBooks Online account, select a business to connect, and follow the steps to authorize Fundbox to access your QuickBooks data. Once connected, just verify your business details.

                                 

That's it! Now the automated assessment process begins. Please be patient, it usually only takes a couple of hours, but can sometimes take a bit longer. We'll contact you as soon as it's completed.

Once the assessment is complete, go to your QuickBooks, click on the Transactions tab, then on Sales and access your Fundbox dashboard by clicking on the Advance Payment button.  



 

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