CoreBridge is pleased to offer several accounting integrations to make your bookkeeping more accurate and efficient. We are committed to ensuring these integrations work seamlessly for your business by providing technical support during the integration process. Due to the financial aspect of these third-party programs, there are limitations to the support we can provide. The information below provides an outline of the support our team is able to offer in relation to these integrations. These guidelines are applicable to all CoreBridge accounts, regardless of subscription package.
Note: Our support team is not licensed to provide accounting, tax, or financial advice. For questions related to financial reporting, bookkeeping, tax compliance, or any other financial concern, please consult a financial professional directly.
Table of Contents
- Integration Setup and Configuration
- Data Sync Issues
- Supported Data Transfers
- Error Messages Related to our Software
- Best Practices for Data Syncing
- FAQs
Integration Setup and Configuration
We are happy to provide assistance with the initial setup and sync between CoreBridge and any integrated accounting software option. We will provide detailed instructions and are available to walk you through each step. Additionally, we are able to provide beginning balances if you are syncing WIP, Built, and Orders that are not yet complete.
Note: While our support team is able to guide you through the setup process, you will need to log in to your integrated software account directly, both during initial setup and any time ongoing access is needed. For security and privacy reasons, our team cannot access third-party systems on your behalf.
Data Sync Issues
Occasionally, errors may occur where the data does not sync to the accounting software as expected. In these instances, CoreBridge support is available to trouble shoot the failed data syncs to discover the root cause of the error.
We are also able to review integration logs to identify and explain any errors that may occur during the sync process. Our team will help you understand what caused the issue and guide you on how to resolve it, ensuring minimal disruption to your workflow.
Supported Data Transfers
In order for accounting software to be effective, it must be syncing properly. CoreBridge will provide the necessary support to ensure that invoices, payments, and other supported financial data are all syncing correctly.
We offer thorough verification to ensure that your accounts, customers, and products are accurately mapped within CoreBridge. This helps maintain consistency between systems, reduces the risk of errors in financial reporting, and ensures your data flows correctly for a smoother accounting experience.
Error Messages Related to our Software
Our support team will address any sync errors that originate within CoreBridge and affect the connection to your accounting software. This includes issues such as failed data transfers due to formatting inconsistencies, duplicate entries caused by integration conflicts, or unexpected mapping errors. By focusing on errors generated within the CoreBridge environment, we can help ensure your data syncs smoothly and accurately.
Best Practices for Data Syncing
Certain parameters should be set for optimal functionality with your accounting software. CoreBridge support will provide assistance in understanding and setting your integration with the optimal syncing frequency.
Our knowledgeable team is available to explain the required data formatting for successful integration, ensuring your information is structured correctly before syncing.
We are also happy to explain any known limitations within the integration.
FAQs
1. Question: What exactly is CoreBridge able to help with and not able to help with in relation to my accounting integration?
Answer:
| Area | Supported | Not Supported |
| Integrations Setup & Configuration |
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| Data Sync Issues |
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| Supported Data Transfers |
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| Error Messages |
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| Best Practices for Syncing |
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2. Question: What do I do if I have a question about my taxes?
Answer: Any questions related to taxes should be directed to a qualified accounting professional. This includes, but is not limited to, inquiries about tax preparation and filing, tax strategy, deductions, or compliance with local, state, and federal tax laws. CoreBridge will not dispense any financial or tax related advice.
3. Question: My accounting software crashed. What do I do?
Answer: For troubleshooting and support with any integrated software, we recommend reaching out to the support staff for that specific integration. This would include things like software installation, system crashes, updates, or user permissions.
4. Question: What is the best way to structure my chart of accounts?
Answer: For recommendations on any financial aspect of your business or financial best practices, we recommend you reach out to your accountant or another financial professional. This would include, but is not limited to, questions on how to structure your chart of accounts, how to classify your accounts, how to record transactions, and information on journal entries.
5. Question: How do I fix the discrepancy between Profit & Loss Reports and my CoreBridge Sales Reports?
Answer: A good place to start when there are inconsistencies between reports is your manual entries. Ensuring that those are entered accurately and in a timely manner is key for balancing reports. Manual entries in the software are the users responsibility. If problems persist, consult your financial advisor for help.
6. Question: Can you help me change my financial records?
Answer: No. Any questions or help related to finances should be directed to a financial professional. CoreBridge support agents are not able to provide any financial advice. This includes adjusting any financial records or suggesting when and how you should make those changes. This also applies for reconciliation of financial data across any systems that are not associated with CoreBridge.
7. Question: Does CoreBridge help with payroll?
Answer: No. Any data field that does not sync from CoreBridge is outside of our purview, as is any custom field unsupported by the API. As with any financial matter, we recommend you reach out to a specialized financial advisor.