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.
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
Integrating your CoreBridge system with a supported accounting software provides several benefits:
a. All transactions can be seamlessly reconciled so that data is accounted for in both systems.
b. You can easily view discrepancies between CoreBridge and your accounting software, allowing corrections to be made quickly.
c. Integration creates a clear and traceable history of transactions that can easily be reviewed later.
Integrating Your CoreBridge System With an Accounting Software
CoreBridge supports two accounting software integrations: QuickBooks Online and Xero. Both can be found in the Integrations Marketplace under the Finance category.
1. Navigate to Settings / My Business / Integrations Marketplace.
a. In the CATEGORIES section, select Finance to view accounting integrations.
b. QuickBooks Online and Xero appear as integration cards with details such as type (e.g., Accounting Summary Sync), version, and author. Select an integration to install and follow the setup steps provided.
Note: Only one accounting software integration may be active at a time. To switch to a different accounting integration, you may need to disable or remove the current one before enabling another.