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December 2, 2023
Question

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.

  • December 2, 2023
  • 2 replies
  • 0 views
Fields needed: project, customer and income spanning Jan 1 2020-Dec 2 2023

2 replies

December 3, 2023

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!

March 8, 2025

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/