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Core Help Center

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Recent activity by Core Help Center
  • Sending retainer invoices to QuickBooks

    How do I send my retainer invoice to QuickBooks Online so that I can send the payment over? Retainer invoice is not an A/R transaction. Retainer invoices are the requests for advance money from the...

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  • Syncing payments to QuickBooks Online

    User is facing problem while syncing payments to QuickBooks Online. Invoices are properly syncing to the correct project, but the payments are syncing to the client. When syncing payments to QuickB...

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  • Changing project on paid vendor bills

    You cannot edit or change the project of paid bills in the Vendor Bills screen. You can delete the payment associated with the vendor bills and then re-enter the correct project. To delete a bill p...

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  • Handling partner draws in Core

    If there are two owners of a company and they get paid via Partner Draws with A/P checks, how do you set them up in Core? Both the owners/partners are considered as employees and must have their pr...

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  • Writing checks for routine business expenses

    User wants to write a check for a vendor for regular business expenses in Core without associating it with a project.Here is how you can write a check for a vendor for regular business expenses wit...

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  • Amount in Core and bank account do not match

    If you have added a bank account in Core, you can fetch the feeds for the past 90 days only (3 months). If the amount in Core does not match the actual amount available in your bank account, this m...

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  • Balance sheet does not match A/P aging

    In Core, the Balance Sheet and Trial Balance (Accrual or Cash) do not match with the A/P Aging with Credits report after making journal entries. To troubleshoot this discrepancy, please verify your...

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  • Calculating indirect rates based on cost pools

    For projects, especially of Cost Plus contract types, you can use the indirect cost pools to calculate indirect rates for billing your clients, especially the government. The indirect costs are exp...

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  • Editing system accounts in Core

    Core uses a combination of 5 digit-4 digit account numbers. A user wants to use one or the other number system and not a mix, but cannot change the system accounts. System accounts cannot be edited...

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  • Moving deposited checks to another project

    User has applied a check to the wrong project and wants to move that deposited check to a different project, but Core is not allowing that. You will have to first delete the deposit transaction fro...

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