Overview

This article will guide you through performing a sync from CoreBridge to QuickBooks Online.


NOTE:  You should only perform these steps if you have gone through a 1st Sync or have had a 1st Sync meeting with a CoreBridge agent. Do NOT perform these steps if you haven't gone through a 1st Sync. 


A. Authorize CoreBridge with Intuit

  • If CoreBridge is not currently authorized it will need to be prior to syncing.
  • Once authorized, a security token from Intuit is stored in CoreBridge until your authorization expires. This means that authorization does not need to be performed each time you run a sync. 
  • One your authorization has expired (see QB Online - Sync Warnings & Errors), you will need to authorize again. You will know that the authorization has expired when you run a sync and get a "401-Authorization error".

INSTRUCTIONS

  1. In CoreBridge, navigate to Accounting Module > Accounting Export > Setup tab.
  2. Click the Connect To QuickBooks button.
  3. A new window will open. You can safely ignore the warning message.

  4. Sign in to your QuickBooks Online account. 
    • If you have access to more than one QuickBooks Online account, choose the account that you will sync your CoreBridge data to. If the wrong account is selected, the sync will export data to the wrong account. If data syncs to the wrong account, it will need to be identified, deleted, and CoreBridge support will need have all of the incorrect records reset so that they sync to the correct account.

  5. Once the correct QuickBooks Online company is selected. click "Authorize" to complete the Authorization process. Wait for the window to close by itself.

    The button may also read "CONNECT"


  6. Click the Continue… button and wait for the web page to refresh.

    Once the web page refreshes you can sync.


B. Sync Start Date

  • If you already synced this date has been set. Continue to Step C

  • If you have never synced, the Sync Start Date has to be set. 
  • The date tells the sync which CoreBridge Reconciliation to start with based on date. 
  • To find the date that needs to be set, review your CoreBridge Reconciliations and find the one you want to start with. If you have a new system you will typically start with the first one. If you need help determining the correct date please contact CoreBridge Support.

INSTRUCTIONS

  1. In CoreBridge, navigate to Accounting Module > Accounting Export > Account Setup  tab.
  2. Set the date. 
  3. There will be a message that will display briefly then go away letting you know that the date was successfully saved.
  4. Once save 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.