FAQ (QBO)

installation & setup common errors 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 do i need to update fispan sync? no! your fispan sync connection will be updated automatically who from my company is needed to help connect to fispan sync? please ensure whoever is creating the connection has the ability to approve connections with third party applications also, prepare a list of any users who you would like to have access to fispan sync so they can be sent an invitation payables common errors a bill is not showing up in fispan sync if a bill that you created in your accounting system has not loaded into fispan sync, please confirm that your sync is working check when the fispan sync last synced by looking on the pay bills page for the last synced time if this time period is greater than when you created the bill, you will need to re authenticate please navigate to the reauthenication page by clicking on the qbo icon in the header and disable your accounting system connection after, please reconnect and go through the installation wizard the bill should now appear if the issue persists, please reach out to support common questions how can i remove a bill from fispan sync? if there is a bill in fispan system that you have paid in your accounting system and you no longer want to have displayed, on the pay bills page, you can click the garbage can icon beside the bill please note, we may be unable to assist if you mistakenly delete a bill how do i update my vendor payment information? fispan sync enables you to store and manage vendor payment information within the application click on vendors in the navigation bar and then select the vendor you would like to update click on the add button to add, update and manage banking information how do i know the status of my payments? to see the status of your payments, click on the payments section in the sidebar and then select payment history on this page, you can utilize the column filters to find the payment you are looking for so you can view the status can i pay multiple invoices in one payment rather than a payment for each individual invoice? yes, you can enable this feature by going into the vendors page and enabling the toggle for combine bills if you click on the gear icon, you can mass update this for all vendors this feature will group all selected bills for a single vendor into one lump sum payment bank statements common errors the csv file is not downloading from the balances & transaction page you may have a pop up blocker enabled on your browser please check if the pop up blocker is preventing the download from appearing, and then try again common questions how do i add additional bank accounts to fispan sync? if you have additional bank accounts you would like to add to the fispan sync, please reach out to your bank representative once those accounts have been added, navigate to the top right dropdown in the navigation bar > click on control center > click on the three dots beside your accounting system > account matching and match the bank accounts with an account from your accounting system