Questions? We have answers.

MYOB AccountRight: Import the general ledger into MindBridge

  • Updated

Summary

This guide will cover the process of importing a MYOB General Ledger into MindBridge.


Notes/Prerequisites

The recommendations provided in this article are based on data we have gathered at MindBridge that looks at the most common column mappings provided by our users for MYOB.  

It is recommended to always validate the mappings before you complete them, and if in doubt check with your client or business owner. Reach out to the MindBridge Support team for additional assistance. 

Help Us: If you have information that can help us to improve this guide please email support@mindbridge.ai. We will gladly reward anyone for info that helps us to improve our guidance!


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. At the Map Columns step, we recommend to map the MYOB fields as follows:
MindBridge Column MYOB Column Name Possible Alt Column Mappings Fields used in MindBridge Used in Analytics*
Account ID Account Number account Required  Yes
Effective Date Date   Required  Yes
Debit Debit   Required  Yes
Credit Credit   Required Yes
Transaction ID [Not commonly mapped]   Recommended** Yes
Memo Memo   Recommended Yes
Account Description Account Description account_description Optional No
Type Transaction Type   Optional Yes
User ID ID#   Optional No
Entered Date Date   Optional Yes

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

** Transaction ID is required but does not necessarily need to be in one single column. In the Review Data step of the ingestion process, MindBridge will recommend a transaction ID based on your data, or you can choose and/or combine different columns to create one. For more information: Understand Transaction ID and data integrity


Previous step: MYOB AccountRight: Exporting the general ledger


What do you think of this guide? If you have any feedback, or you think you can help us improve it, then we would love to hear from you! Please contact us at support@mindbridge.ai. We are offering rewards for any information that leads to the improvement of a guide or the creation of a new one.


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.

Was this article helpful?