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.

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