This article will guide you through performing a sync from CoreBridge to QuickBooks Online.
This should only be done if the sync setup is completed.
Authorize CoreBridge with Intuit
- If CoreBridge is not currently authorized it will need to be prior to syncing.
- For more information, please see QuickBooks Online - Authorize CoreBridge Sync with QuickBooks.
Sync Start Date
Note: If this date has been set already continue to Perform a Sync.
- If you have not synced before, you must set a Sync Start Date.
- Summary Sync: the date of the first reconciliation that needs to sync.
- Detail Sync: the date of the first transaction that needs to sync.
- Reach out to CoreBridge support for help with determining the appropriate date to use.
- Selecting the wrong date may lead to inaccurate financial data being recorded in QuickBooks.
1. In CoreBridge, navigate to Accounting Module > Accounting Export > Account Setup tab.
2. Set the date. (There will be a message that will display briefly and then go away letting you know that the date was successfully saved.)
3. Once saved you can perform a sync.
Perform a Sync
1. In CoreBridge, navigate to Accounting Module > Accounting Export
2. Click the Sync tab.
3. Click Begin Sync.
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Authorize CoreBridge Sync with QuickBooks