fondo-common-errors

# 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 contrac...