Agent skill

fondo-common-errors

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".

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Install this agent skill to your Project

npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/fondo-pack/skills/fondo-common-errors

SKILL.md

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 support@fondo.com

Resources

Next Steps

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

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