Guide to integrating CORE with QuickBooks

The goal of this CORE and QuickBooks integration guide is to help you understand the basics of data integration between the two applications. CORE controls the entire integration, enabling you to choose accounts, what data flows between the programs, and much more. 

Integrate a New CORE Company with a New QuickBooks Company

Connect with QuickBooks Online

1. Open the Integrations screen from the side menu > Settings > Integrations.

2. On the Applications panel, select your accounting software, QuickBooks, from the list, and click to connect with it.

CORE will connect to your QuickBooks database and prompt you to sign in. When the information is verified, CORE establishes a connection with your QuickBooks Online account.

Mapping Accounts 

1. Delete the CORE Chart of Accounts and import the QuickBooks Online Chart of Accounts.

2. On the Applications panel, click QuickBooks on the grid (if you are already connected to the company file). Otherwise, you have to add the software and log in.

3. On the QuickBooks Sync Detail screen, go to the Sync Settings > Accounts > Default tab.

4. Select the default QuickBooks income accounts for your activity and expense items.

5. For project-based accounting, go to the Accounts > Project tab.

6. You can override the default accounts set above by assigning different G/L accounts to invoice items on a project level. Select a Project or a Project Group from the drop-down lists.

7. For the selected project or group, please select an account and assign it to invoice items like tax, discount, retainers, etc.  

Setting Filters

1. On the Applications panel, click QuickBooks on the grid (if you are already connected to the company file). Otherwise, you have to add the software first and log in.

2. On the QuickBooks Sync Detail screen, go to the Sync Settings > Get tab and specify your sync preferences for getting data, especially the date filters.

3. Next, go to the Get tab to select the default settings for getting data. You can also assign accounts to various items being synced.

Sending Data to QuickBooks

1. On the QuickBooks Sync Detail screen, click on the Get or Send menu, depending on whether you want to get data from QuickBooks or send data to QuickBooks.

2. On the drop-down menu, click the data you want to get or send, say Activity. It is best to follow the order of the menu for syncing data.

Integrate a New CORE Company with an Existing QuickBooks Company

Connect with QuickBooks Online

1. Open the Integrations screen from the side menu > Settings > Integrations.

2. On the Applications panel, select your accounting software, QuickBooks, from the list, and click to connect with it.

3. CORE tries to connect to your QuickBooks database and prompts you to sign in. When the information is verified, CORE establishes a connection with your QuickBooks Online account. 

Set Filters

1. On the Applications panel, click QuickBooks on the grid (if you are already connected to the company file). Otherwise, you have to add the software first and log in.

2. On the QuickBooks Sync Detail screen, go to the Sync Settings > Get tab and specify your sync preferences for getting data, especially the date filters.

3. Next, go to the Get tab to select the default settings for getting data. You can also assign accounts to various items being synced.

Get QuickBooks Online Records

1. On the QuickBooks Sync Detail screen, click on the Get or Send menu, depending on whether you want to get data from QuickBooks or send data to QuickBooks.

2. On the drop-down menu, click the data you want to get or send, say Activity. It is best to follow the order of the menu for syncing data.

3. Begin by deleting the CORE Chart of Accounts and importing the QuickBooks Online Chart of Accounts.

Integrate an Existing CORE Company with an Existing QuickBooks Company

Connect with QuickBooks Online

1. Open the Integrations screen from the side menu > Settings > Integrations.

2. On the Applications panel, select your accounting software, QuickBooks, from the list, and click to connect with it.

3. CORE tries to connect to your QuickBooks database and prompts you to sign in. When the information is verified, CORE establishes a connection with your QuickBooks Online account.

Map Records

1. Begin by deleting the CORE Chart of Accounts and importing the QuickBooks Chart of Accounts.

2. On the Applications panel, click QuickBooks Online on the grid if you are already connected to the company file (else you have to add the software and log in).

3. On the QuickBooks Sync Detail screen, go to the Record Mappings tab.

4. Choose an option from the “I want to map” drop-down and then review the un-mapped records of that module on the Unmapped Records tab.

5. Select the records on both sides of the grid that you want to map and click Map Selected.

Set Filters

1. On the Applications panel, click QuickBooks on the grid if you are already connected to the company file (otherwise, you have to add the software first and log in).

2. On the QuickBooks Sync Detail screen, go to the Sync Settings > Get tab and specify your sync preferences for getting data, especially the date filters.

3. Next, go to the Get tab to select the default settings for getting data. You can also assign accounts to various items being synced.

Sending/Getting Data to QuickBooks

1. On the QuickBooks Sync Detail screen, click on the Get or Send menu, depending on whether you want to get data from QuickBooks or send data to QuickBooks.

2. On the drop-down menu, click the data you want to get or send, say Activity. It is best to follow the order of the menu for syncing data.

Integrate an Existing CORE Company with a New QuickBooks Company

Connect with QuickBooks Online

1. Open the Integrations screen from the side menu > Settings > Integrations.

2. On the Applications panel, select your accounting software, QuickBooks, from the list, and click to connect with it.

3. CORE tries to connect to your QuickBooks database and prompts you to sign in. When the information is verified, CORE establishes a connection with your QuickBooks Online account.

Set Filters

1. Begin by deleting the CORE Chart of Accounts and importing the QuickBooks Online Chart of Accounts.

2. On the Applications panel, click QuickBooks on the grid if you are already connected to the company file (otherwise, you have to add the software first and log in).

3. On the QuickBooks Sync Detail screen, go to the Sync Settings >Send tab and specify your sync preferences for sending data, especially the date filters.

4. Next, go to the Send tab to select the default settings for sending data. You can also assign accounts to various items being synced.

Sending Data to QuickBooks

1. On the QuickBooks Sync Detail screen, click on the Get or Send menu, depending on whether you want to get data from QuickBooks or send data to QuickBooks.

2. On the drop-down menu, click the data you want to get or send, say Activity. It is best to follow the order of the menu for syncing data.