Overview

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.

Instructions

A. Authorize CoreBridge with Intuit

• If CoreBridge is not currently authorized it will need to be prior to syncing.
• Follow the steps in this support article: 
  • QuickBooks Online - Authorize CoreBridge Sync with QuickBooks

B. Sync Start Date

• If this date has been set already continue to Step C
• If you have never synced, the Sync Start Date has to be set. 
• 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.
• If the wrong date is used you may get erroneous data recorded in QuickBooks.
  
  

INSTRUCTIONS

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.

C. 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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Related Articles:

• Authorize CoreBridge Sync with QuickBooks
• Summary Sync - reporting sync errors
• Detail Sync - reporting sync errors