FAQ (QBO)

this page is your go to resource for quick troubleshooting we've compiled a list of the most common errors and frequently asked questions you might encounter when using fispan sync with quickbooks online, providing you with immediate answers and resolutions installation & setup common errors below is a list of common errors encountered during installation and setup in fispan sync click on the error to view the cause and immediate troubleshooting steps for a resolution the account matching page does not load the accounts from my accounting system please confirm you have bank accounts configured in your accounting system no other types of accounts will be shown on this page common questions below is a list of common questions that arise during the installation process to help ensure a smoother setup in fispan sync do i need to update fispan sync? no, your fispan sync connection will be updated automatically who from my company is needed to assist in connecting to fispan sync? please ensure that whoever is creating the connection has the ability to approve connections with third party applications additionally, prepare a list of any users you would like to grant access to fispan sync so that they can be sent an invitation vendor payables common errors below is a list of common errors encountered when using the vendor payables features in fispan sync click on the error to view the cause and immediate troubleshooting steps for a resolution a bill is not showing up in fispan sync if a bill created in your accounting system hasn't loaded into fispan sync, the connection may be out of date check sync status on the pay bills page, look for the last synced time compare times if the last sync time is before you created the bill, you need to re authenticate disable connection click the qbo icon in the header and disable your accounting system connection reconnect reconnect your system and proceed through the installation wizard the bill should now appear if the issue continues after re authenticating, please reach out to support common questions this list provides answers to common questions that arise when using the vendor payables features in fispan sync how can i remove a bill from fispan sync? if a bill is already paid in your accounting system and you want to remove it from fispan sync's display, go to the pay bills page and click the garbage can icon beside the bill if you delete a bill by mistake, we may not be able to assist with recovery please delete carefully how do i update my vendor payment information? you can easily manage and store your vendor payment details directly within fispan sync follow these steps to make updates click vendors in the navigation bar select the vendor you wish to update click the add button to input, update, or manage their banking information how do i know the status of my payments? follow these steps to view your payment history and current status click the payments section in the sidebar select payment history on this page, use the column filters to easily locate the specific payment you want to check and view its status can i pay multiple invoices in one payment rather than a payment for each invoice? yes, you can this feature is called combine bills, and it groups all selected invoices for a single vendor into one lump sum payment to enable it go to the vendors page enable the combine bills toggle for individual vendors to enable it for all vendors at once, click the gear icon for a mass update information reporting common errors below is a list of common errors encountered when using the information reporting features in fispan sync click on the error to view the cause and immediate troubleshooting steps for a resolution the csv file is not downloading from the balances & transactions page you may have a pop up blocker enabled on your browser please check whether the pop up blocker is preventing the download from appearing, and then try again common questions this list provides answers to common questions that arise when using the information reporting features in fispan sync how do i add additional bank accounts to fispan sync? to add more bank accounts, you must first contact your bank and talk to a bank representative once the accounts have been added, you will need to match the accounts in the control center log in to fispan sync once the accounts are enabled, click the dropdown in the top right navigation bar go to control center click the three dots beside your accounting system select account matching and link the new bank accounts to the correct accounts in your accounting system