This article is for centers that have gone through a 1st sync and are switching from QuickBooks Desktop to QuickBooks Online using the Summary Sync export method. If you have not gone through a 1st sync this article will not apply to you.
Purchase Orders do not sync to QuickBooks Online with Summary Sync.
If you have previously synced CoreBridge Purchase Orders to QuickBooks desktop please be aware that the QuickBooks Online sync does not provide that feature.
If your CoreBridge system has more than one location, you must have a version of QuickBooks Online that has the CLASS TRACKING feature. This will allow each location to be separated by Class just like QuickBooks desktop. Not all versions of QuickBooks Online have that feature.
STEP WHO PERFORMS THE STEP INSTRUCTIONS 1 You or your accountant Perform a final sync to QuickBooks Desktop to sync all existing Reconciliations. If you get sync errors they must be resolved before proceeding. If errors are not resolved they will carry over to QuickBooks Online. Do not perform a sync to QuickBooks Desktop again after performing a final sync.
The sync tool used for QuickBooks Desktop does not sync to QuickBooks Online.
2 You or your accountant
Import your QuickBooks desktop company file to QuickBooks Online.
Do not proceed until the import is successful. 3 You or your accountant Configure QuickBooks Online as outlined in this article: LINK: QuickBooks Online - Application Settings for Sync 4 You or your accountant Once the import to QuickBooks Online has finished successfully please open a support ticket or let us know on your existing support ticket.
Let us know that you have successfully imported your existing company file to QuickBooks Online.
Do not attempt a sync at this time. 5 CoreBridge Support We will set the Export Type on your CoreBridge system for you to QuickBooks Online Summary Sync.
We will reset the following records so that they are correctly mapped to your new QuickBooks Online database:
- G/L accounts
Do not attempt sync at this time.
The turnaround time for Step 5 is approximately one business day or shorter. 6 CoreBridge Support
Once Step 5 has been completed we will let you know. You can then perform a sync by following the directions in the next sections.
Perform a Sync
This is where you perform your own 1st sync to QuickBooks Online.
Do not perform a sync until Step 5 above has been completed by CoreBridge Support.
- All accounts and locations(classes) will sync again. They had to be reset because your QuickBooks is on a new database.
- Sync Start Date: This date tells the sync which Reconciliation to start with based on date.
- Find the most recent journal entry in QuickBooks Online that synced.
- Note the date.
- That date will be your sync start date in the next section. (The journal entry in QuickBooks won't sync again)
- Follow the instructions in this article to perform a sync: QuickBooks Online - How to Sync
- Skip OVERVIEW
- Start with Instructions