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KashFlow: Transform the general ledger

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Summary

Learn about the process of transforming for import into MindBridge a general ledger file exported from KashFlow. 


Notes/Prerequisites

This guide assumes that you have exported a CSV file from KashFlow in the following format, as detailed in the KashFlow: Export the general ledger guide.

 


Transform the data

The problem

The exported file contains dates that are not in the North American format as well as blank rows, which might cause issues during ingestion into MindBridge. 

The solution

  1. Highlight the top 4 rows and delete them.
  2. Filter out blank rows and delete them.
  3. Change the Date field to the North American format.

 


Previous step: KashFlow: Export the general ledger

 


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