Income Accounts define where revenue from your orders is recorded within your accounting software. Each product or service in CoreBridge is tied to an Income Account, which determines how sales data is categorized when it syncs or exports. Setting up Income Accounts correctly ensures your financial reporting reflects accurate and meaningful revenue distribution.

Note: The Income Account assignment determines how income from orders and products is grouped in your accounting software. It’s important to review these settings carefully before syncing to avoid misclassified revenue.

If multiple products share the same Income Account, their sales will be combined into one line item in your accounting reports. For more detailed tracking, assign separate Income Accounts to specific products or categories.

Table of Contents

• Adding Income Accounts
• Managing Income Accounts

Adding Income Accounts

1. Navigate to Management Module / Global Settings / Income Accounts

2. Enter the GL Code or Account Number.

3. Enter the Income Account Name found in your accounting software that matches the GL Code you just entered.

4. If the income account is a sub-account, enter the parent account here.

5. Click Add Account.

Managing Income Accounts

1. Once you’ve added accounts, you can update them by clicking Edit.

2. You can activate or deactivate an account by clicking on the Status button.