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Summary

This guide goes through the step-by-step process of transforming the QuickBooks Online Journal report into a format suitable for ingestion into MindBridge.

Notes/Prerequisites

This guide presumes that data has been exported from QuickBooks Online in the following format, as detailed in our QuickBooks Online: Export the general ledger.

Transform the data

An in-tool formatter exists within MindBridge that will automatically detect and offer the option to format a QuickBooks Journal report file. Upon importing the file into the General Ledger field on the Data Page, if the Journal report is in the format as detailed in our QuickBooks Online: Export the general ledger guide, the following screen will result. Clicking on the "Format data" button in blue will automatically transform your file into a suitable format for MindBridge.