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Solution home Accounting Module

Sync Setup

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
Reviewing and Matching Reconciliation Accounts
General Sync Setup Overview