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QuickBooks Online: Import the general ledger into MindBridge

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This guide will cover the process of importing a QuickBooks Online general ledger into MindBridge.


The general ledger column mapping section of this guide is based on data that has been exported using our QuickBooks Online Journal Export guide and formatted using our QuickBooks Online Journal Transformation guide. Note that the QuickBooks Journal cannot be ingested into MindBridge without first formatting it. 

Import data

  1. Import your general ledger file into MindBridge through the File Manager, or by importing directly to the General Ledger section on the Data page. For step-by-step instructions, follow our Import a general ledger guide until the Map Columns step.
  2. Map the QuickBooks fields as follows:
MindBridge Column QuickBooks Field Fields Used in MindBridge Used in Analytics* Notes
Account ID Account No. Required Yes  
Effective Date Date Required Yes Appears in format M/D/YYYY
Debit Debit Required Yes  
Credit Credit Required Yes  
Transaction ID No. Recommended Yes Note that there may not be values present for every transaction. This will be covered in more detail below under the Transaction ID Generation section.
Memo Memo/Description Recommended Yes This will enable the Empty Text control point and allow you to see the memo field for each transaction/entry
Account Description Account Optional No Can be left out as this field will be picked up from the Chart of Accounts
Type Transaction Type Optional Yes  
User ID Created By Optional No Use to sort and filter results for reports
Entered Date Created Optional Yes  
Source Source Optional Yes  

* Optional columns, even if not used in the analytics, can be included for filtering and other visualizations, as indicated under Notes.


Transaction ID Generation

Since the transaction number field is not mandatory in QuickBooks, it is quite common to find that transactions in the Journal do not have a transaction number. We can use the fact that the journal groups transactions to our advantage however, by using the Custom Running Total feature within MindBridge. This will allow us to generate a new transaction ID. 

Continue the import of the general ledger until you reach the Review Data: General Ledger step. In the Select Transaction Identifier drop down menu, select Custom Running Total and in the second drop down select Date:

review data general ledger step in mindbridge

Click Generate Preview to see a preview of the transaction length summary.


Previous Step: QuickBooks Online: Transform the general ledger

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