Kate H MindBridge Data Team
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Latest activity by Kate H
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Kate H created an article,
NetSuite: Import the general ledger into MindBridge
Summary This guide will cover the process of importing a NetSuite general ledger into MindBridge. Notes/Prerequisites The general ledger column mapping section of this guide is based on data that ...
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Kate H created an article,
NetSuite: Transform the general ledger
Summary Learn about the process of transforming for import into MindBridge a general ledger file exported from NetSuite. Notes/Prerequisites This guide assumes that you have exported a CSV file ...
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Kate H created an article,
Best practices: Large files
Summary Large files (any file greater than 5 million rows) often present time-consuming challenges. Learn some tips and tricks for how to get large files into MindBridge with ease. Tips Zip or...
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Kate H created a post,
Tips and tricks to get your data formatting request turned around sooner - Installment Two
In the last installment, we shared best practices for before submitting a data formatting request. This installment will share tips on what to include in your data formatting request to get it turn...
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Kate H created a post,
Tips and tricks to get your data formatting request turned around sooner - Installment One
Your deadline is fast approaching, and you just received the GL data from your client, so you need to run your analysis ASAP but the GL data is not in one of the ingestible formats. How do you get ...
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Kate H commented,
December 2021 update: we now provide a Merge Action that allows you to combine multiple files into one directly in MindBridge! Please upload your files to the File Manager and follow these instruct...
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Kate H created a post,
December 2021 release is here, with Merge Action to combine files!
Welcome to the December 2021 release! Do you have multiple general ledger files that are in ingestible format except for the fact that they are spread over multiple files and/or Excel worksheets? I...
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Kate H created an article,
Data Formatting Guide: Simple degrouping of multiple columns, fill in blank account numbers (common QuickBooks example)
Summary Learn how to ungroup a data file by dragging down multiple columns to produce a file that is support by MindBridge. This is a common problem in many data exports taken from bookkeeping syst...
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Kate H created an article,
Data Formatting Guide: Quickbooks Sub-Accounts separated by : (extracting the text after the last occurrence of a delimiter)
Summary This article will help you format any Quickbooks file with the following account structure, where the characters coming after the last delimiter need to be extracted (in this example, : (t...
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Kate H created a post,
How to Avoid Data Formatting (or make it less painful)
We know that one of the most difficult and frustrating parts of using MindBridge is getting your data in the right format to ingest into the system, and we are working hard to make the process more...
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