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  1. CORE Help Center
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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
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