If you have already synced with a different accounting application then QuickBooks Online or with a different export method, stop here and contact CoreBridge support. Changing this option after data has been synced will create erroneous data in QuickBooks if a sync is performed with the new setting.


If you have been in contact with a support agent this step will probably have been done for you.

  1. In CoreBridge, navigate to Accounting Module > Accounting Export.
  2. Select the following options:
    • Select Export Type: Sync with Online Application
    • Application Name: QuickBooks Online
    • Sync Type: Lump Data Sync

    • Lump Sync and Summary Sync are the same things.
  3. Click the Save button. A warning dialogue may appear. Since you have never synced you can safely click OK.

Next Steps:

How to Configure Sync Options

Reviewing and Matching Reconciliation Accounts