Learning & Support

Overview 7

• Accounting in CoreBridge
• Accounting Export Options
• Reconciliations In CoreBridge
• Reconciliation Grouping
• Reconciliation Summary

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Managing Accounts 3

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

Accounting Export 9

• How Lump Sync Works
• How Lump Sync Works – QuickBooks Example
• FAQ & Best Practices - CoreBridge Accounting Sync
• How Full Sync Works - QuickBooks Desktop
• Accounting Export With Multiple Locations

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Sync Setup 7

• QuickBooks Desktop for Windows Sync Setup - Lump Sync
• QuickBooks Desktop for Windows Sync Setup - Full Sync
• QuickBooks Desktop Sync Setup - MAC or IIF
• QuickBooks Online Sync Setup - Lump Sync
• QuickBooks Online Sync Setup - Full Sync

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QuickBooks 16

• QuickBooks Desktop – Application Settings for Sync
• QuickBooks Desktop – Sync Tool Download and Installation
• QuickBooks Desktop – Sync Tool Lump Sync Setup
• QuickBooks Desktop – Sync Tool Full Sync Setup
• QuickBooks Desktop – Lump Sync: Using the Default Sales Tax Payable Account

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Xero 6

• How Full Sync Works – Xero
• Xero Full Sync - Summary of Manual Entry Needed in Xero
• Xero Full Sync – Voided Orders
• Xero Full Sync – Sync Errors
• Xero Lump Sync – Processing After a Sync

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