This article outlines the steps to setting up your CoreBridge - Accounting Syncing Process.
For more details about accounting in CoreBridge please review this article.
Getting Started
Before you can begin syncing your CoreBridge System to your Accounting System you need to Go Live!
Please review this article for details on how to Go Live.
Syncing Setup Steps
The accounting sync is unique for each center. There are specific steps that you must follow to get your CoreBridge system and your accounting software configured properly. The sync cannot simply be turned on.
1. Contact Support - Start Setup Process
When you Go Live, CoreBridge support will reach out to you via email to start the process. If you have not heard from a support agent within 3 business days of going live, please open a support ticket with the subject, “Need help setting up accounting sync”.
It is recommended to reconcile the CoreBridge system at the end of each business day once you have any live orders and transactions. Reconciliations - Completing, Viewing, Reporting
2. Answer Questions
The linked Form on the email that we send after you Go Live has several questions that need to be answered completely and specifically in order to properly provision your CoreBridge system. Once we have received the form, we will be able to configure the CoreBridge system for your sync type. You will receive an email with sync setup instructions that will need to be followed exactly for the sync to function properly. If you do not receive this email please check your spam folder and please reach out to us if you do not receive the setup email.
3. Complete Setup
You or your bookkeeper/accountant will need to complete all setup steps in the setup article. A critical step is matching G/L accounts between CoreBridge and your accounting software. We are happy to meet with you to help with the setup if you request it, and we recommend, including your Bookkeeper/accountant for that meeting.
5. Schedule Your 1st Sync Meeting
Once we confirm that all setup steps have been completed, we will send you a scheduling link. Please use the link to set up your 1st Sync Meeting.
IMPORTANT NOTE: If you are a franchise and your corporate office performs your 1st sync for you without the assistance of CoreBridge support, this article will not pertain to you. If you do not know whether or not your corporate office performs your 1st sync for you without the assistance of CoreBridge Support, feel free to reach out to us and ask - we will help you figure out who to contact.
Resales: If you are a resale center taking over an existing system we recommend the following for cleaning up financial data from the old owner. Taking Over an Existing System - A Financial Perspective
We also recommend resale centers should meet with us for the setup and first sync as we will need to give you starting balances.