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maggiejstrand
Level 1

Can anyone show me how to export the project profitability report to a .CSV file so I can upload to Salesforce? When I do it manually the fields don't map correctly.

Fields needed: project, customer and income spanning Jan 1 2020-Dec 2 2023
1 Comment 1
CamelleT
QuickBooks Team

Can anyone show me how to export the project profitability report to a .CSV file so I can upload to Salesforce? When I do it manually the fields don't map correctly.

I understand you want to map your fields correctly, maggie.

 

The mapping of the data you exported from QuickBooks Online (QBO) is under Salesforce support's scope. I suggest you reach out to them to fix this concern. 

 

Additionally, I'll drop an article to help you save your current report customization settings: Memorize reports in QuickBooks Online.

Let me know if you have further questions about running reports. I'll be here to help. Stay safe!

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