This article provides details about the available export types. Before determining your desired export type you will need to know which export options are available with your CoreBridge subscription.
- Lump Sync is available with all subscriptions.
- Full Sync requires a higher level subscription.
Before setting your CoreBridge system to a specific export type we will send questions when you are ready to get started with the setup. A support agent will be able to provide further information on which export type may be used once the answers have been submitted.
Determining Your Export Type
1. Review supported options
Use the charts in this article to determine what export options are available for your accounting software. LINK: Accounting Export Options
2. Determine your preferred export type
The articles noted for each type will provide details to help you decide. If you have any questions please contact CoreBridge support.
Lump Sync is the simplest to set up and maintain because it has far less 'moving parts'. The end result is a Journal Entry in your accounting application for each Reconciliation performed in CoreBridge. You should end up with approximately 20-25 journal entries per month.
This method provides your CoreBridge financial data in transaction format. You are basically recreating the entire A/R structure in your accounting application where all customers, items, invoices, etc. from CoreBridge sync. You will end up with 100's or possibly 1000's of transactions per month depending on how many transactions are in CoreBridge. None of those records that sync should ever be touched, changed, modified, deleted, etc. Making changes to records in your accounting application that have synced from CoreBridge (1) can cause your accounting application to have different values than CoreBridge and (2) can cause sync errors where all of your CoreBridge data can't sync.
- How Full Sync Works - QuickBooks Desktop
- QuickBooks Online Full Sync – Details
- How Full Sync Works – Xero
Setup Instructions for the data export
If you need more information to help you decide which option to use, these are links to the setup steps that you or your accountant will need to perform before syncing data to your accounting software. Lump Sync is the easiest method to set up and maintain.
Don't follow the setup instructions at this time. These are for reference only to help determine your export type.