While CoreBridge is not a full accounting software, all transactions are recorded and can be reconciled with different supported accounting software integrations. This ensures all pertinent financial information is clearly recorded and easily traceable.
Table of Contents
- Benefits of Integrating with an Accounting Software
- Integrating Your CoreBridge System With an Accounting Software
Benefits of Integrating with an Accounting Software
- By integrating with an accounting software, all transactions can be seamlessly reconciled to ensure all data is accounted for.
- Easily view discrepancies between CoreBridge and your accounting software, allowing corrections to be made quickly.
- Integrating with an accounting software creates a clear and traceable history of transactions that can easily be reviewed later.
Integrating Your CoreBridge System With an Accounting Software
CoreBridge offers two accounting softwares: QuickBooks Online and Xero. Both accounting software integrations can be found in Settings / Integrations / Marketplace in the Finance folder.
For more information on how to install and integrate with these accounting softwares, please see the articles below.
Note: Only one accounting software integration may be active at a time.
CoreBridge | QuickBooks Online Summary Sync
CoreBridge | Xero Accounting Summary Sync
Note: CoreBridge currently only supports summary sync.