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CORE Help Center
Getting Started

Getting Started

Overview

Welcome to CORE
CORE Features and Benefits
CORE Onboarding Workflow
CORE Overview Workflow
CORE Sign-Up

Navigation

CORE Navigation
New Look and Navigation in CORE

Data Migration

Data Migration to CORE
CORE Custom Data Conversion
BillQuick-CORE Data Mappings
BillQuick Online-CORE Data Mappings
ArchiOffice-CORE Data Migration
ArchiOffice-CORE Data Mappings
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Data Integration

Integrations
QuickBooks Integration
Xero Integration
AccountRight Integration
DocuSign Integration
Microsoft Integration
Google Integration

CORE Settings

User Settings
Settings

Access & Permissions

Users
Access
Security

Help

BQE Chatbot
CORE Release Log
Help
Technical Support
Feature Requests and Feedback

Videos

CORE overview
Signing up and managing CORE accounts
CORE: new look and navigation
Navigating CORE
Creating and managing companies
Emailing from CORE
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FAQs

Can I evaluate CORE on a trial basis?
How do we purchase CORE? What types of payments are acceptable?
Do you store my credit card details?
Can I view my payment details?
Can I change my subscription plan?
What happens to my data if I cancel my subscription?
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Troubleshooting

CORE screens are not responding
Tab key is not working on Mac Safari
Enabling pop-ups for browsers
Missing active records
How can I correct email address of new users?
CORE data not syncing with QuickBooks
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Best Practices

Where to check for CORE status and performance?
How to search CORE Help Center?
Why switch to BQE CORE
How do I sort order in drop-downs?
How do I create time entries from Outlook calendar?
How to send invoiced expenses to a single expense account in AccountRight?
View All

Overview Navigation Data Migration Data Integration CORE Settings Access & Permissions Help Videos FAQs Troubleshooting Best Practices

Welcome to CORE
CORE Features and Benefits
CORE Onboarding Workflow
CORE Overview Workflow
CORE Sign-Up

CORE Navigation
New Look and Navigation in CORE

Data Migration to CORE
CORE Custom Data Conversion
BillQuick-CORE Data Mappings
BillQuick Online-CORE Data Mappings
ArchiOffice-CORE Data Migration
ArchiOffice-CORE Data Mappings
View All

BQE Chatbot
CORE Release Log
Help
Technical Support
Feature Requests and Feedback

CORE overview
Signing up and managing CORE accounts
CORE: new look and navigation
Navigating CORE
Creating and managing companies
Emailing from CORE
View All

Can I evaluate CORE on a trial basis?
How do we purchase CORE? What types of payments are acceptable?
Do you store my credit card details?
Can I view my payment details?
Can I change my subscription plan?
What happens to my data if I cancel my subscription?
View All

CORE screens are not responding
Tab key is not working on Mac Safari
Enabling pop-ups for browsers
Missing active records
How can I correct email address of new users?
CORE data not syncing with QuickBooks
View All

Where to check for CORE status and performance?
How to search CORE Help Center?
Why switch to BQE CORE
How do I sort order in drop-downs?
How do I create time entries from Outlook calendar?
How to send invoiced expenses to a single expense account in AccountRight?
View All

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