Overview

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

These steps should only be performed if you have gone through a 1st sync with a CoreBridge support agent. If a first sync has not been performed following these steps may create erroneous data in QuickBooks.

Instructions

1. Open the Sync Tool (the CoreBridge software that was downloaded from your CoreBridge system)
2. Click "Sync Data to QuickBooks"
   

Finding the Sync Tool

• If the sync tool is not running, you can open it with the desktop shortcut named CoreBridge QuickBooks Sync.
• When you minimize the sync tool, the CoreBridge icon will be displayed on the Taskbar in Windows. 
• When you close the sync tool, the icon can be found in the system tray/notification area.The CoreBridge icon shown on the app shortcut will look like this: