How to Streamline Your Mindbody Accounting

Accountants often find Mindbody to be a headache, finding issues with clunky, time consuming accounting processes.


Often, accountants must run multiple reports to capture the entire range of daily activity: daily closeout, gift card reports, etc. Moreover, data isn’t transparently reflected in the default Mindbody reports (e.g., the amount received for any gift cards issued/sold).


Moreover, Mindbody reporting generally shows sales net of discounts, distorting the true gross sales. It also generally shows gift cards sold net of discounts, despite the gift card balance being higher than the net amount.


Fortunately, Bookkeep solves these issues by automatically connecting Mindbody to QuickBooks Online, Xero, and Zoho Books. 


With Bookkeep, you can direct your sales summaries, payout transactions, and more right into your preferred accounting platform.


Bookkeep even combines your transactions into beautiful, real-time accounting summaries. You can expect robust, transparent data for enlightening insights and informed decision-making.


Further, our industry-best, U.S.-based customer care team is responsive, knowledgeable, and helpful. They’re available for chat support, video sessions, and training during business hours.


Here’s what you can expect when streamlining your Mindbody accounting processes with Bookkeep:


  • Ability to breakdown sales/discounts/refunds by product category for more granular tracking and reporting
  • Proper breakdown by type for sales tax (city, state, etc.) allowing mapping to the correct accounts in your COA, based on your workflow and local/state legislation
  • Breakdown of the different tender types (cash, House Account, AMEX, Visa/MC, etc.) for easier tracking of expected funds from your payment processors


Try our Mindbody demo today and see for yourself why hundreds of wellness services, ecommerce brands, and more use Bookkeep to automate their accounting practices.