Skip to main content

How do I sync my QuickBooks Desktop with Fundbox?

  • Updated

Quick tips before syncing: 

  1. Make sure your Fundbox Sync Manager and QuickBooks file are open. To do this, right click on the icon, then click on "Configure".
  2. If you have more than one QuickBooks file, make sure only the correct file is open.
  3. Log in as the 'Admin' and be in 'Single User Mode'. Multiple users will affect the ability to sync. 

  4. If there is a red X on the Accounting tab, click "Connect". 

  5. If there is a red X on the Fundbox tab, check that the token field is filled in and saved. Under the token field, you should see  "Status: Connected". If this is not the case, you can contact us for help at (855) 572-7707.

  6. If there is a green checkmark on the Account tab, try resetting the connection by clicking 'Disconnect', waiting 30 seconds, and reconnecting by clicking "Connect".

Make sure your Fundbox Sync Manager is downloaded and up to date. The current version is v.17.0.1113.0. Download or Update Your Fundbox Sync Manager

If you've taken these steps and your QuickBooks Desktop is still not synced with your Fundbox account, please give us a call at (855) 572-7707, Monday–Friday from 8am–7pm ET.

 

Many of our customers like to troubleshoot further themselves, so we’ve provided the steps that we will do on the phone with you if you were to call in for assistance from our Tech Specialists. 

If you want to give it a try yourself:

 

  1. In the Fundbox Sync Manager, go to the Accounting tab. It should have a green checkmark at this point. Click 'Disconnect'.

    Screen_Shot_2022-04-13_at_13.14.25.png
  2. Click 'Yes' on the reset connection prompt.
     Screen_Shot_2022-04-13_at_13.15.50.png

  3. Open your Task manager, and close Fundbox sync manager, it will be showing as Autofy.Screen_Shot_2022-04-13_at_13.25.14.png
  4. In QuickBooks, click edit
    Screen_Shot_2022-04-13_at_13.27.07.png

  5. Click preferences.
    Screen_Shot_2022-04-13_at_13.27.55.png

  6. Click on 'Integrated Applications' in this menu, then 'Company Preferences'. Find Fundbox Sync Manager in the list below and click 'Remove'.
    Screen_Shot_2022-04-13_at_13.29.40.png

  7. Click yes on the following prompt.
    Screen_Shot_2022-04-13_at_13.30.53.png

  8. Open the Fundbox Sync Manager, and go to the Accounting tab. At this point, it should have a red X instead of a green checkmark. Click 'Connect'.
    Screen_Shot_2022-04-13_at_13.32.48.png

  9. You will get a pop-up in your QuickBooks that looks like the screenshot below. Click "Yes always allow access even if QuickBooks is not running.", and then 'Continue'.
    *Note: if you have multiple users you will need to choose 'Admin'.
    Screen_Shot_2016-02-11_at_10_12_18_PM.png
  10. Click Done.
    Screen_Shot_2022-04-13_at_13.38.12.png
  11. Login to your Fundbox account, you will see a banner at the top asking you to import your updated invoices from QuickBooks. Click 'More Info'.

  12. Click on “Please sync them now”, which will trigger a sync.Screen_Shot_2022-04-13_at_13.40.18.png
  13. After clicking on “Please sync them now” your dashboard should update to “Updating your invoices”.

  14. To check if the sync is still running, click on the Fundbox Sync Manager icon in your task bar (usually on the bottom right of your desktop). The Exit button should be greyed out and will say "Exit (sync in progress).   

Screen_Shot_2022-04-13_at_13.42.03.png

*Note: Depending on how long it has been since your last successful sync, invoice volume, and internet speed, it can take up to a few hours until your invoices are updated and displayed in your dashboard.

If you've taken these steps and your QuickBooks Desktop is still not synced with your Fundbox account, please give us a call at (855) 572-7707, Monday–Friday from 8am–7pm ET.