cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
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
2 Comments 2
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!

ElijahStownton
Level 4

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.

Exporting the Project Profitability report to a CSV file can be tricky if the field formats don’t align with Salesforce. You might need to adjust field mappings or use a data integration tool to automate the process. This guide provides useful insights on integrating Salesforce with QuickBooks - https://blog.skyvia.com/salesforce-quickbooks-integration/

Get answers fast!
Log in and ask our experts your toughest QuickBooks questions today.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up