Learning & Support

Overview 2

• Accounting in CoreBridge
• Accounting Export Options

CoreBridge Reconciliations 5

• Reconciliations - Completing, Viewing, Reporting
• Reconciliation Detail
• Reconciliation Grouping
• Correcting Out of Balance Transactions
• Review Balance Sheets

Managing Accounts 3

• Income Accounts
• Cost Of Goods Sold Accounts
• Reconciliation Account Details

Accounting Export 8

• Determining Your Export Type
• How Summary Sync Works
• How Summary Sync Works – QuickBooks Example
• FAQ & Best Practices - CoreBridge Accounting Sync
• Accounting Export With Multiple Locations

See all 8 articles

Sync Setup 7

• QuickBooks Desktop for Windows Sync Setup - Summary Sync
• QuickBooks Desktop for Windows Sync Setup - Detail Sync
• QuickBooks Desktop Export Setup - Manual Export - MAC or IIF
• QuickBooks Online Sync Setup - Summary Sync
• QuickBooks Online Sync Setup - Detail Sync

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QuickBooks General 4

• Summary Sync – How to process a negative payment
• Switching from QB Desktop to QB Online - Detail Sync
• Switching from QB Desktop to QB Online - Summary Sync
• QuickBooks Detail Sync - Closing Date

QuickBooks Desktop 12

• QuickBooks Desktop - FAQ - Detail Sync
• QuickBooks Desktop – Application Settings for Sync
• QuickBooks Desktop – Sync Tool Download and Installation
• QuickBooks Desktop – Sync Tool Setup - Summary Sync
• QuickBooks Desktop – Sync Tool Setup - Detail Sync

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QuickBooks Online 7

• QuickBooks Online - FAQ - Detail Sync
• QuickBooks Online – Application Settings for Sync
• QuickBooks Online – How to Perform a Sync
• QuickBooks Online - Authorize CoreBridge Sync with QuickBooks
• QuickBooks Online - Detail Sync and Inventory Items

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Xero 5

• Xero - FAQ - Detail Sync
• Xero Detail Sync - Summary of Manual Entry Needed in Xero
• Xero Detail Sync – Voided Orders
• Xero Detail Sync – Sync Errors
• Xero Summary Sync – Processing After a Sync