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 6

• 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 and Multiple Systems

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Sync Setup 12

• Export Setup: Sage
• Matching Income Accounts to Prepare for Accounting Sync
• How To Select an Accounting Export Option in CoreBridge
• How to Configure Sync Options
• Reconciliation Overview

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