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Kaitlyn Masseo MindBridge Community Team

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Activity overview

Latest activity by Kaitlyn Masseo

  • Kaitlyn Masseo created a post,

    How to create a post

    How do I add a post to the Community? Easy! There is a New post button on the Community homepage, below all of the topics. Click this button to create a post! You will be taken to a new screen to c...

    • Kaitlyn Masseo
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlyn Masseo created a post,

    What if my Financial Management System is not listed?

    When creating an engagement you are required to input the financial management system used by the client. MindBridge uses this data to keep track of the many systems used by our customers to help u...

    • Kaitlyn Masseo
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlyn Masseo created a post,

    How do I delete my Chart of Accounts file?

    Once you have uploaded a Chart of Accounts file into your engagement in MindBridge, you are unable to delete it. All unique accounts present in the engagement (from financial data or Chart of Accou...

    • Kaitlyn Masseo
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlyn Masseo created a post,

    Quick Start Guide

    New to the MindBridge Community and want to know how to get the most out of it? Start here! Our goal is to provide a space to connect with fellow MindBridge users and the MindBridge team, to learn,...

    • Kaitlyn Masseo
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlyn Masseo created a post,

    MindBridge Edge Community Code of Conduct

    Welcome to the MindBridge Edge Community! Our goal is to provide a space to connect with fellow MindBridge users and the MindBridge team, to learn, share, and collaborate. We’re excited that you’re...

    • Kaitlyn Masseo
    • 2 followers
    • 0 comments
    • 0 votes
  • Kaitlyn Masseo created a post,

    What is the Community?

    The MindBridge Edge Community is a space for our users and the MindBridge team to connect, learn and collaborate through posting and commenting. In the community, you will find many different topic...

    • Kaitlyn Masseo
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlyn Masseo commented,

    Hi Melody Trinh, thanks for your question. We checked with our Xero experts here at MindBridge - you will need "Advisor" access to your client's Xero account to be able to complete this. We will ma...

  • Kaitlyn Masseo created an article,

    QuickBooks Integration

    Summary Learn how MindBridge connects to QuickBooks Online.   Table of Contents Data connectors: Connect yourself — Learn how to connect directly to QuickBooks Online from MindBridge. Data conne...

    • Kaitlyn Masseo
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlyn Masseo created an article,

    Bulk Actions for Account Mapping

    Summary While you can map your accounts one-by-one in MindBridge, you can also map multiple accounts at once using the following method. This is helpful when you need to map many accounts to the s...

    • Kaitlyn Masseo
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Kaitlyn Masseo created an article,

    FAQ: General ledger import

    Find answers to the top inquires about importing a general leger.   My data is too big to fit in one Excel file, can I upload multiple files? No, only one general ledger file can be uploaded per y...

    • Kaitlyn Masseo
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes