# Questions? We have answers. ## Summary In addition to [Tools and tips for the audit busy season](/content/blog/tools-survive-audit-busy-season/index.html), we’ve put together this practical guide so you have the top resources and documents at your fingertips. This guide includes: - [Data](https://support.mindbridge.ai/hc/en-us/articles/360061924853-Quick-start-guide-Get-ready-for-year-end#Data) - [Getting and importing client data](https://support.mindbridge.ai/hc/en-us/articles/360061924853-Quick-start-guide-Get-ready-for-year-end#Getting-&-importing-client-data) - [Data ingestion](https://support.mindbridge.ai/hc/en-us/articles/360061924853-Quick-start-guide-Get-ready-for-year-end#Data-ingestion) - [Account groupings and libraries](https://support.mindbridge.ai/hc/en-us/articles/360061924853-Quick-start-guide-Get-ready-for-year-end#Custom-account-groupings-&-libraries) - [Gaining value from your analysis](https://support.mindbridge.ai/hc/en-us/articles/360061924853-Quick-start-guide-Get-ready-for-year-end#Gaining-value-from-your-analysis) - [Leveraging your interim data](https://support.mindbridge.ai/hc/en-us/articles/360061924853-Quick-start-guide-Get-ready-for-year-end#Leveraging-your-interim-data) - [Best practices](https://support.mindbridge.ai/hc/en-us/articles/360061924853-Quick-start-guide-Get-ready-for-year-end#Best-Practices) - [How to get help](https://support.mindbridge.ai/hc/en-us/articles/360061924853-Quick-start-guide-Get-ready-for-year-end#How-to-get-help) - [Admin](https://support.mindbridge.ai/hc/en-us/articles/360061924853-Quick-start-guide-Get-ready-for-year-end#Admin) ## Data Find everything you need in our compact [data literacy series](https://academy.mindbridge.ai/lms/index.php?r=coursepath/deeplink&id_path=55&generated_by=13028&hash=2a70431dff574ec5b42cca509dce70fc55d43053) on MindBridge Academy, which includes acquiring client data, data transformation, importing into MindBridge, reviewing data integrity, and mapping the accounts. ### Acquire and import client data #### **Do you have all the data you need for a successful analysis?** Learn everything about data requirements in our [Requesting client data](https://academy.mindbridge.ai/learn/course/122/Requesting%2520client%2520data) course. **Tip**: Check out our list of [ERP Export Guides](https://support.mindbridge.ai/hc/en-us/sections/360011708893-ERP-Export-Guides). **Tip**: Review our data checklists, including: - [Data checklist: General ledger](https://support.mindbridge.ai/hc/en-us/articles/360055739954) - [Data checklist: Accounts payable](https://support.mindbridge.ai/hc/en-us/articles/360058268993) - [Data checklist: Accounts receivable](https://support.mindbridge.ai/hc/en-us/articles/360058268973) ### Data ingestion Learn how to import data like a pro with the [Data ingestion course](https://academy.mindbridge.ai/learn/course/124/play/422/3.%2BData%2BIngestion) or review specific items by browsing our [knowledge base](https://support.mindbridge.ai/hc/en-us/sections/360009903594-GL). **Tip**: Check out our list of [ERP Transformation Guides](https://support.mindbridge.ai/hc/en-us/articles/1500003416722). #### **Top data ingestion features** - [Splitting](https://support.mindbridge.ai/hc/en-us/articles/360056395794), [joining,](https://support.mindbridge.ai/hc/en-us/articles/360058269753) and [duplicating](https://support.mindbridge.ai/hc/en-us/articles/360058269773) columns within the general ledger in MindBridge - [Adding additional columns for filtering](https://support.mindbridge.ai/hc/en-us/articles/360058269853) - [Roll forward data from a previous engagement](https://support.mindbridge.ai/hc/en-us/articles/360061700433) - [Converting your interim analysis](https://support.mindbridge.ai/hc/en-us/articles/360056458214) - [Elimination and adjusting entries](https://support.mindbridge.ai/hc/en-us/articles/360059917334) - Account groupings and libraries ## Gaining value from your analysis Take a look at our guide, [Audit procedures: tools and tips for the audit busy season](https://support.mindbridge.ai/hc/en-us/articles/360061926273), to learn how to integrate MindBridge into your upcoming engagements. ### Leveraging your interim data #### **Learn how to leverage your interim work** - [Data-drive planning webinar](https://academy.mindbridge.ai/learn/course/internal/view/elearning/127/data-driven-audit-planning-the-key-to-driving-efficiency) in MindBridge Academy - [Interim Best Practices](https://academy.mindbridge.ai/learn/course/131/play/437/Interim%2Bhow%2Bto%2B%2526%2Bbest%2Bpractices) course in MindBridge Academy - [Roll forward: Pushing data to a new engagement](https://support.mindbridge.ai/hc/en-us/articles/360061700433) - [Append account groupings](https://support.mindbridge.ai/hc/en-us/articles/360059962414) ## Best practices - Check out our blog on [tools and tips for the audit busy season](/content/blog/tools-survive-audit-busy-season/index.html) - Review best practices for creating [organizations, engagements and analyses](https://academy.mindbridge.ai/learn/course/121/best-practices-for-organizations-engagements-and-analyses) ## How to get help Learn about the [types of support available](https://support.mindbridge.ai/hc/en-us/articles/360054147834), including: - The [knowledge base](https://support.mindbridge.ai/hc/en-us), which provides step-by-step instructions - Open the MindBridge sidebar and select **Support** > **Get help** > **Contact us** > **Live chat** for a quick response - Open the MindBridge sidebar and select **Support** > **Grant MindBridge access** if you need data formatting support - Visit [MindBridge Academy](https://academy.mindbridge.ai/) for courses at your fingertips ## Admin ### Does every member of your team have the right level of user access? Learn more about the [user roles available in MindBridge](https://support.mindbridge.ai/hc/en-us/articles/360056394954) and how to edit and [manage a user’s role](https://support.mindbridge.ai/hc/en-us/articles/360057902873). **Tip**: If every member of your team will be creating account groupings, they will need Admin level access. This level of access can be revoked at any time.