Bruin CLI Step 3 of 7
Build an AI Finance Agent for QuickBooks
1) Find the unmapped accounts
quickbooks/assets/quickbooks_stage/account_mapping.csv maps each QuickBooks account to a P&L section, a report line, an optional department, and an MRR flag. It ships with a typical SaaS chart of accounts. List the accounts in your books that it does not cover yet:
bruin query --connection "$QB_CONN" --query "
SELECT account_name, account_type, pnl_group, category
FROM quickbooks_stage.account_categories
WHERE NOT is_mapped"
An unmapped account still appears in the reports under a default line for its QuickBooks account type, so nothing goes missing. It just lands in a generic bucket such as Other Operating Expenses.