My accounting software invoices won't sync

If your invoices are not syncing with Fundtap, follow the steps below to resolve the issue. Fundtap currently supports integrations with Xero, MYOB, Reckon, and QuickBooks — verify the Fundtap website for the latest list of supported platforms. If your accounting software is not supported, you will not be able to sync invoices and will need to upload them manually.

To troubleshoot invoice syncing issues, work through the following steps in order:

Step 1: Refresh the sync in the portal

1. Select your Account Name in the top left
2. Go to Accounting Software → Connection Status
3. Click Refresh

Step 2: Disconnect and reconnect in the portal

1. In the Fundtap portal, go to Accounting Software → Connection Status and click Disconnect.
2. Reconnect your accounting software and wait for the sync to complete.

Step 3: Reconnect from within your software

1. Log in to your accounting software (e.g. Xero, MYOB, Reckon, or QuickBooks — or whichever platform you have connected).
2. Find Fundtap and disconnect it.
3. Return to the Fundtap portal, select your Account Name, then go to Accounting Software → Connection Status.
4. Click Connect and follow the prompts to reconnect your accounting software.
5. Wait for the sync to complete.

Step 4: Check the invoice itself

An invoice will not sync if either of the following conditions applies:

• Status is not Approved: The invoice must be set to Approved status (not Draft) in your connected accounting software. Draft invoices are not visible or syncable in FundTap.
• Invoice is overdue: FundTap can only advance funds against invoices that are not yet due. Overdue invoices will not sync.

If you've completed all of these steps and the invoice still won't sync, please contact the Fundtap support team at Fundtap support and include your account name and a description of the issue.