Videos

• CORE overview
• CORE overview for accountants
• Getting started in CORE
• Creating a CORE account
• Navigating CORE
• Customizing navigation in CORE
• Entering historical data in CORE
• Integrating with QuickBooks Online
• Managing CORE-QuickBooks Online Integration
• Integrating with QuickBooks Desktop
• Integrating with Xero Accounting
• Managing CORE-Xero data integration
• Integrating with MYOB AccountRight
• Managing CORE-AccountRight data integration
• Using Batch Update
• Integrating with DocuSign
• Applying filters in CORE
• Integrating with Google Calendar
• Integrating with Office 365 Calendar
• Sending data on demand
• Setting up your company
• Creating and managing companies
• Adding users and assigning subscriptions in CORE
• Managing subscriptions in CORE
• Renewing subscriptions in CORE
• Managing CORE users
• Setting up two-factor authentication
• Managing access in CORE
• Setting up security in CORE
• Managing security profiles