Connect to QuickBooks Online
- Navigate to Accounting Module > Accounting Export
- Select Connect to QuickBooks under Step 1. An additional window will pop up. You will be prompted to log in using your QuickBooks username and password.
- Next, you will be asked to Select Connect below to get started using CoreBridge Sync. Select Connect.
- This window will now disappear.
- Next, select Continue under Step 2 in your CoreBridge system. You will not see any changes to your screen, but your screen will refresh.
Complete Your First Sync
- Navigate to Accounting Module > Accounting Export > Account Setup
- Under sync start date, select the date you would like your data from CoreBridge to start syncing to QuickBooks. This is usually the date of your first reconciliation.
- Navigate to Accounting Module > Accounting Export > Sync
- Select Begin Sync
- If you do not receive any errors or failed items, you have completed your first sync successfully.
- If you do receive an error or any failed items, you will need to report them following these directions QuickBooks Online: Summary Sync - reporting sync errors.