fondo-common-errors

name	fondo-common-errors
description	Diagnose and fix common Fondo issues including integration sync failures, categorization errors, and R&D credit qualification problems. Trigger: "fondo error", "fondo sync issue", "fondo not syncing", "fondo problem".
allowed-tools	Read, Grep
version	1.6.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","accounting","fondo"]
compatibility	Designed for Claude Code

Fondo Common Errors

Overview

Quick reference for common Fondo platform issues and their resolutions.

Integration Sync Issues

Issue	Cause	Solution
Bank transactions not appearing	Plaid connection expired	Dashboard > Integrations > Re-connect bank
Gusto data stale	OAuth token expired (90-day limit)	Re-authorize in Integrations
Stripe revenue missing	Webhook not configured	Connect Stripe in Dashboard > Integrations
Duplicate transactions	Multiple connections to same bank	Remove duplicate in Integrations
Payroll amounts wrong	Mid-period payroll change	Notify Fondo CPA via Dashboard > Messages

Categorization Errors

Error	Fix
Software expense marked as Office	Recategorize in Transactions, Fondo learns
Contractor marked as Vendor	Ensure 1099 classification matches in payroll
Inter-company transfer as Revenue	Mark as Transfer in Transactions
R&D expense not flagged	Tag employee/activity as R&D in Dashboard

R&D Credit Issues

Issue	Cause	Solution
Credit is $0	No qualifying W-2 employees	Hire W-2 (not 1099) for R&D work
Credit lower than expected	Activities not properly documented	Schedule call with Fondo CPA team
Ineligible (>$5M revenue)	Exceeds startup threshold	Credit still available, just not payroll offset
Missing contractor hours	Time tracking not connected	Upload contractor time logs manually

Escalation

1. Dashboard > Messages > New Message (response within 1 business day)
2. Schedule call with CPA team via Dashboard > Support
3. For urgent tax deadlines: email [e-mail]

Resources

• Fondo Help Center
• R&D Credits FAQ

Next Steps

For diagnostic data collection, see fondo-debug-bundle.