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
CamelleT
QuickBooks Team

Account management

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

Account management

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/