Overview

This article will guide you through setting up the sync tool for using the Lump Sync export method. If you are using Full Sync the instructions here will not apply.


Related Article

Sync Tool Setup

If you're setting up the sync tool for the first time or on a new computer, proceed with the steps outlined here. If the sync tool was previously installed and you are updating it to a newer version on the same computer, your settings will automatically populate. If they do not, follow the steps outlined here.


Instructions

  1. Open the QuickBooks company file that you will sync CoreBridge data to. Sign in with Administrator rights.
  2. Open the sync tool and click Settings.
  3. If not already selected, click the General tab.
  4. In the CoreBridge Username field, enter a CoreBridge username that has the Allow QuickBooks Sync option selected in their CoreBridge User Access Rights. This will typically be your accountant or the owner.
  5. Enter the password associated with the CoreBridge username from Step 4 in these two fields:
    • CoreBridge Password
    • Confirm
  6. In CoreBridge navigate to Accounting Module > Accounting Export > Integration Information.
    1. In CoreBridge, copy the text string from the field labeled "API Tag >" and paste the string into the sync tool field labeled CoreBridge API Tag.
    2. In CoreBridge, copy the text string from the field labeled "API URL >" and paste the string into the sync tool field labeled CoreBridge API URL.
      The URL changes once settings are saved.
      screenshot from CoreBridge
      screenshot from the Sync Tool
  7. Set the Sync Start Date:
    • IF YOU'VE NEVER SYNCED BEFORE AND YOUR COREBRIDGE SYSTEM IS NEW
      • The Sync Start Date will be the date of your first Reconciliation. If CoreBridge support created the first Reconciliation on your system, choose the date of the first one that was performed by one of your users and not the one from CoreBridge support.
      • If you are unsure of the date please contact support.

    • IF YOU'VE NEVER SYNCED BEFORE AND YOU TOOK OVER AN EXISTING SYSTEM
      • The Sync Start Date will be the date of the Reconciliation that contains your data. 
      • In this case, the prior owner should have performed a final Reconciliation that "belonged" to them in order to give you a clean break. If there are Reconciliations that contain data from both the prior owner and from you as the new owner, you will need to pick which Reconciliation to start with. You may need to work with your CPA to back out data in QuickBooks that is from the prior owner.
      • If you need help determining the date please contact support.

    • IF YOU'RE INSTALLING ON A NEW COMPUTER USING THE SAME QUICKBOOKS COMPANY FILE
      1. Disassociate the old sync tool from your QB company file.
      2. In QuickBooks go to Edit > Preferences > Integrated Applications > Company Preferences.
      3. Select CoreBridge Desktop Client and click Remove.
      4. Make note of the last Journal Entry that was synced to QuickBooks (Example: CB-Rec-23, dated 3/6/20XX).
      5. Set the Sync Start Date as the date of the next Reconciliation from CoreBridge that needs to sync (Example: 3/7/20XX).

  8. Once you've completed entering information on the Settings page click Save And Validate Settings.

    • An authorization window from QuickBooks will open. Please select your preferred option and then complete the authorization steps in the subsequent QuickBooks windows.

    • If an error message is displayed in red after you click Save And Validate Settings, please confirm your CoreBridge Username and Password. Re-enter the correct credentials then click Save And Validate Settings. A message is displayed in green if all information is entered correctly.

  9. Leave your mouse pointer visible on the sync tool. You will see a circle representing activity while the save process is happening. Before proceeding, wait for the circle to go away to signify that the Save process has completed.
  10. Close the sync tool by clicking the X in the upper-right corner of the program window. Do not perform a sync until the sync tool has been closed.


Finding the Sync Tool

  • When you minimize the sync tool, the CoreBridge icon will be displayed on the Taskbar in Windows. 
  • When you close the sync tool, the icon can be found in the system tray/notification area.
  • If the sync tool is not running, you can open it with the desktop shortcut named CoreBridge QuickBooks Sync.
  • The CoreBridge icon shown on the app shortcut will look like this:
    CoreBridge logo


Syncing Data to QuickBooks

  • Do NOT attempt to perform a 1st Sync on your own!
  • The 1st Sync to QuickBooks should be performed with a CoreBridge support team member over a web meeting.