Learning & Support

Overview 3

• Accounting in CoreBridge
• Accounting Export Options
• Taking Over an Existing System - A Financial Perspective

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

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Sync Setup 7

• Sync Setup: QuickBooks Desktop for Windows - Summary Sync
• Sync Setup: QuickBooks Desktop for Windows - Detail Sync
• Export Setup: QuickBooks Desktop - Manual Export - MAC or IIF
• Sync Setup: QuickBooks Online - Summary Sync
• Sync Setup: QuickBooks Online - 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 14

• 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 8

• 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 9

• Xero Detail Sync: FAQ
• Xero Detail Sync: Summary of Manual Entry Needed in Xero
• Xero: How to Run a Sync
• Xero: Detail Sync - reporting sync errors
• Xero: Detail Sync - Payments

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