Fons

QuickBooks Sync Integration FAQ &amp; Setup

What version of QuickBooks do I need? The integration works with any QuickBooks online version and does not integrate with the desktop version

Is the integrations a two-way sync? No, Fons only transfers one-way to QuickBooks

What information transfers from Fons to QuickBooks? All charges, all charges marked "paid outside of Fons", credit card fees, ACH fees and clients.

- Fees are transferred over as expenses in QuickBooks
- Expenses entered into the Fons "Expense" tracker DO NOT transfer 
- Transfers start from the date and time you integrate. Transactions that occurred within Fons prior to integration will NOT move over to QuickBooks

Do my Fons monthly subscription fees sync? No

Is there an additional Fee from Fons? No

Does any payroll information sync? No

- What version of QuickBooks do I need? The integration works with any QuickBooks online version and does not integrate with the desktop version
- Is the integrations a two-way sync? No, Fons only transfers one-way to QuickBooks
- What information transfers from Fons to QuickBooks? All charges, all charges marked "paid outside of Fons", credit card fees, ACH fees and clients. 
 - Fees are transferred over as expenses in QuickBooks
 - Expenses entered into the Fons "Expense" tracker DO NOT transfer 
 - Transfers start from the date and time you integrate. Transactions that occurred within Fons prior to integration will NOT move over to QuickBooks
- Do my Fons monthly subscription fees sync? No
- Is there an additional Fee from Fons? No
- Does any payroll information sync? No

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To setup Fons QuickBooks sync Integration

The integration does not sync past transactions, so in order to see transactions you must wait for a new one to occur after you set your integration.

Login to Fons, navigate to the Settings-&gt;Integration tab

Click the login to QuickBooks button, you will need your QuickBooks user name and password

1. Login to Fons, navigate to the Settings-&gt;Integration tab
2. Click the login to QuickBooks button, you will need your QuickBooks user name and password
3. Allow all

Transactions sync as a Sales Receipt

Expenses aka Credit Card/ ACH Processing Fees sync as a bank charge expense