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 prompts to set up your Fundbox account.
2.Login 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.