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CoreBridge's Supported Accounting Integrations

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.


Note: CoreBridge can help with integration setup and how the integration works within the system. Questions related to the third-party service itself should be directed to that provider.



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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.




QuickBooks Online Summary Sync

QuickBooks Online Detail Sync

Xero Summary Sync

Xero Detail Sync

Modified on: 2026-01-23 15:38:51 -0700

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