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: 1.0.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io tags:

Fondo Common Errors

Overview

Quick reference for common Fondo platform issues and their resolutions.

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

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

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

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