My accounting software invoices won't sync

Fundtap supports integrations with Xero, MYOB, Reckon and QuickBooks. If you use other accounting software you will not be able to sync invoices and will need to upload them manually.

To troubleshoot:

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 your Account Name → Accounting Software → Connection Status and click Disconnect
2. Reconnect it 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)
2. Find Fundtap and disconnect it
3. Reconnect Fundtap from the Fundtap portal

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 Xero, MYOB, Reckon, or QuickBooks. 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 info@fundtap.co and include your account name and a description of the issue.