Summary
Learn about the process of transforming for import into MindBridge a general ledger file exported from Sage 50 (US).
Notes/Prerequisites
This guide assumes that you have exported an Excel file from Sage 50 (US) in the following format, as detailed in the Sage 50 (US): Export the general ledger guide:
Transform the data
The problem
The exported file contains rows with Beginning Balance, Ending Balance, and Change which might cause issues during ingestion into MindBridge.
The solution
Remove any rows that pertain only to balances (i.e. “Beginning balance”, “Ending Balance”, "Change").
The formatted file should look like this:
Your file does not require any additional formatting and is ready to be imported into MindBridge.
Previous step: Sage 50 (US): Export the general ledger
Next step: Sage 50 (US): Import the general ledger into MindBridge
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