IF YOU HAVE ALREADY SYNCED
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.
INSTRUCTIONS
If you have been in contact with a support agent this step will probably have been done for you.
- In CoreBridge, navigate to Accounting Module > Accounting Export.
- 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.
- Click the Save button. A warning dialogue may appear. Since you have never synced you can safely click OK.
Next Steps:
Reviewing and Matching Reconciliation Accounts