Imports
Import Review
Review surface for V1.0 mapping rules. When `DATABASE_URL` is configured this page reads staged imports from Postgres; otherwise it uses demo rows that exercise the same preview/apply pattern.
Data mode: database
Staged records
5
Rule matches
3
Needs review
2
Posting-ready
2
Dimension-ready
0
Draft candidates
0
Mapping Preview
| Source | Record | Matched Rule | Confidence | Assigned Dimensions | Posting Preview | Dimension Check | Draft Journal |
|---|---|---|---|---|---|---|---|
| qbo | 1b670711-60f7-4488-a132-5bc9b9ebfcc4 description: Payroll taxes - May payroll | amount: 1842.22 | transactionDate: 2026-05-24 | memo: Payroll taxes - May payroll | vendor: ADP | account: Payroll Clearing | ADP payroll taxes | high | department: operationscost_category: payroll_taxsource_system: adp_wfn | Posting preview 5000 Delivery Labor COGS: Dr $1,842.22 2100 Payroll Clearing: Cr $1,842.22 | Needs dimensions 2 checked lines employeepractice | Blocked Missing required dimensions: employee, practice |
| qbo | 3560015f-5837-4980-8a37-2871faf69b03 description: Merchant processing fee | amount: 94.15 | transactionDate: 2026-05-24 | memo: Merchant processing fee | vendor: Stripe | account: Bank Fees | Merchant/payment fees | medium | department: administrationcost_category: merchant_fees | Posting preview 6300 Bank and Merchant Fees: Dr $94.15 1000 Operating Checking: Cr $94.15 | Needs dimensions 2 checked lines source_system | Blocked Missing required dimensions: source_system |
| qbo | b528a1c2-df80-4587-95d2-ba83d540329f description: Needs review | amount: 125.00 | transactionDate: 2026-05-24 | memo: Needs review | vendor: Unmapped Vendor | Manual review required | low | None | Needs review No mapping rule matched. No GL account could be inferred from mapped dimensions. | Needs dimensions 0 checked lines | Blocked No mapping rule matched. No GL account could be inferred from mapped dimensions. Missing required dimensions: |
| psa | eba1f633-2c44-4135-9263-9f4d28c68840 description: Billable delivery | amount: 8.00 | transactionDate: 2026-05-24 | project: Acme Payroll Connector | practice: Integrations | workType: Billable delivery | PSA billable delivery | medium | practice: integrationscost_category: payroll | Needs review No clearing/cash account could be inferred. | Needs dimensions 0 checked lines | Blocked No clearing/cash account could be inferred. Missing required dimensions: |
| bank_statement | 51716a86-61e8-478e-878e-04768083fcac description: ACH CREDIT ARP-DEMO-2026-001 Demo Client A | amount: 5000.00 | transactionDate: 2026-05-20 | account: Operating Checking | client: DEMO-CLIENT-A | source_system: bank_statement | Manual review required | low | None | Needs review No mapping rule matched. No GL account could be inferred from mapped dimensions. | Needs dimensions 0 checked lines | Blocked No mapping rule matched. No GL account could be inferred from mapped dimensions. Missing required dimensions: |