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Solution home Accounting Module

Sync Setup

Sync Setup: QuickBooks Desktop for Windows - Summary Sync
Sync Setup: QuickBooks Desktop for Windows - Detail Sync
Export Setup: QuickBooks Desktop - Manual Export - MAC or IIF
Sync Setup: QuickBooks Online - Summary Sync
Sync Setup: QuickBooks Online - Detail Sync
Sync Setup: Xero - Detail Sync
Sync Setup: Xero - Summary Sync
Export Setup: Sage
Matching Income Accounts to Prepare for Accounting Sync
How To Select an Accounting Export Option in CoreBridge
How to Configure Sync Options
Reconciliation Overview
Starting a Reconciliation
Reconciling Cash
Reconciling Other Payments
Understanding Financial Information on the Reconciliation
Completing the Reconciliation
Configuring Settings in QuickBooks to Prepare for Sync
Reviewing and Matching Reconciliation Accounts
Connecting to QuickBooks and Performing Your First Sync