Summary
This guide goes through the step by step process of transforming the QuickBooks Desktop Journal report into a format suitable for ingestion into MindBridge.
Notes/Prerequisites
This guide presumes that data has been exported from QuickBooks Desktop in the following format, as detailed in our QuickBooks Desktop/Enterprise Solutions: Export the general ledger guide.
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 Desktop/Enterprise Solutions: 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.
Previous step: QuickBooks Desktop/Enterprise Solutions: Export the general ledger
Next step: QuickBooks Desktop/Enterprise Solutions: Import the general ledger into MindBridge
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