The Full Sync option is not available to all CoreBridge subscription packages.
If you have any questions about availability and pricing, please reach out to email@example.com for more information.
NOTE: Full Sync is the most complex sync option available in CoreBridge and generates significantly more sync errors than Lump Sync.
When using the Full Sync option, your customer-related data will be re-created in your accounting application. Once you've gone through your 1st Sync, you should no longer edit/update/modify/delete any records that synced from CoreBridge to your accounting application. Your accounting application effectively becomes "look but don't touch". If you change any record in your accounting application that is synced from CoreBridge you will get sync errors. When you get sync errors, you'll be missing data from CoreBridge in your accounting software resulting in erroneous financials. In order to have all of your data and numbers in your accounting software, a sync must complete with no errors. If there are any sync errors, you will likely need to reach out to CoreBridge Support for assistance with fixing the errors.
Records That Sync
This list contains all of the record types that sync from CoreBridge to QuickBooks (records not synced with Xero are noted). The information for each record type will help you understand how that record is used along with information to help you identify some of the causes for sync errors both during your 1st Sync and when you sync on your own. No record of the types listed below should ever be changed in your accounting software if the record was synced with CoreBridge.
IMPORTANT NOTE: ONCE A RECORD HAS BEEN SYNCED, ANY CHANGES MUST OCCUR IN COREBRIDGE. THE CHANGES WILL AUTOMATICALLY UPDATE THE MATCHING RECORD ON THE NEXT SYNC.
If you're preparing for your 1st sync, we recommend going through your entire customer list in your accounting application to match the customer name to CoreBridge. If the name is off by even one character or space, the sync will create a second customer in your accounting application. You'll then need to merge the duplicate customer manually in your accounting application.
In QuickBooks, if you have a customer that exists as a job, the sync may not successfully match the customers. You may get a fail or get duplicate customers. The best way to handle customers as jobs is to change the customer in QuickBooks from a job to a customer then allow the sync to match them. After a successful sync, you would use the Master Account feature in CoreBridge to move the customer back to a job. If you have master accounts in CoreBridge prior to your 1st sync, you may get sync errors. Not all Customers will sync during a 1st sync. A Customer will sync only when it is in Client (Active) status. If you have employee records in QuickBooks and an employee name matches a Customer name in CoreBridge, you will get an error. You will need to change the name in either CoreBridge or QuickBooks so they don't match exactly.
If you determine that you're using the same invoice prefix in CoreBridge and your accounting software, you may eventually get sync errors when the numbers start matching. We recommend reviewing this possible issue prior to your 1st sync then adjusting the invoice prefix/numbers in CoreBridge if needed.
Each individual payment is synced.
Tax Agencies/Tax Groups
In QuickBooks, Tax Agencies sync as items of type Sales Tax Item and Tax Groups sync as items of type Sales Tax Group. In Xero, Tax Groups sync as Tax Rates and Tax Agencies sync as Tax Components.
- If the name of a tax agency or tax group in CoreBridge matches the name of a vendor in QuickBooks, you'll get a sync error. The recommended fix is to change the vendor name in QuickBooks to avoid changing the name in CoreBridge.
- When tax rates change in CoreBridge, the old rates are managed as archived rates. When you perform a sync after a rate change, the archived records will sync to your accounting software with names like "old_20_State Tax" and "old_15_County Tax". They need to exist in both CB and your accounting software in order to match old invoices with old rates. New records with the same naming convention will also be created and synced if you change the name of an agency or group. Just like any other record that syncs from CoreBridge, changing or deleting Tax Agencies and Groups in your accounting software will cause sync errors. And depending on the change, old invoices in your accounting software may inherit a different tax rate if the invoice cannot find the tax item it had when it was created.
Accounts – (COGS not synced with Xero)
Each G/L account in CoreBridge needs to be matched exactly to the account in your accounting software. Account number, name, and hierarchy must match. If anything doesn't match you'll either get a sync error or a duplicate account. If there is a space instead of a dash, you'll get an error. If the account is a child instead of a parent you'll get an error. If the name matches but you're trying to use an account number for a different account you'll get an error.
Billing Items – (Not synced with Xero)
Parts and Modifiers sync to QuickBooks as items. The part or modifier Type in CoreBridge will also sync to QuickBooks (Service, Inventory, Non-Inventory). Just like other records types, if the name does not match exactly to the same item in QuickBooks you'll get duplicate items that will need to cleaned up manually in QuickBooks. Even if the names match, you may still get sync errors if the Type doesn't match. Service items and Inventory items in QuickBooks cannot be changed to other types. You'll need to change either CoreBridge or QuickBooks to fix a Type mismatch.
Payment Terms – (Not synced with Xero)
Customer payment terms will sync.
Locations – (Not synced with Xero)
Each location from the Management Module in CoreBridge becomes a Class in QuickBooks if that option is enabled. If you have a single CoreBridge system with multiple locations, or if you have multiple CoreBridge systems syncing so the same QB company file, you can separate each location with QuickBooks reports that support Classes.
Vendors – (Not synced with Xero)
Just like accounts and customers, if you have a vendor in CoreBridge and in QuickBooks and they are off by even one character or space, you can get sync errors or duplicate vendors in QuickBooks. Prior to your 1st sync, we recommend going through your entire list of vendors in QuickBooks to match the vendor name in CoreBridge.
Vendor Types – (Not synced with Xero)
If applicable, Vendor Types from the Management Module will sync. There are other built-in types that are not viewable in CoreBridge that will also sync.
Purchase Orders – (Not synced with Xero)
Have similar behavior as invoices.
Please refer to the Accounting Export Options article.
Customer transactions such as invoices and payments will be created in your accounting software and look similar to transactions you would've created manually. As previously mentioned, you can NOT make any changes to synced transactions in your accounting application.
Since the Full Sync re-creates transactions in your accounting software, you can run financial reports as well as other customer-related reports. However, because the data in your accounting software isn't live, you should always use CoreBridge reports to manage your customers and A/R.