Can anyone share best practices of importing an ASL report from Salesforce into Quickbooks? It has been recommended to me that we use Import Excel | Google Sheets | CSV - Business Importer to assist in getting the CSV file imported. I believe part of the issue is mapping the custom fields created in Salesforce over to Quickbook Online and having them be recognized to complete the import.
Does anyone have experience using this app? Or has anyone found a better way to get spreadsheet with the custom fields imported into Quickbooks?
@Keizra Tyson-Griffin and I are looking for some recommendations. Any assistance is greatly appreciated. Adding @Salesforce.org System Administrators to the chat. Thx
I’ve dealt with this when moving Salesforce reports with custom fields into QuickBooks Online, and the main challenge was always how QuickBooks handles custom fields on import. What worked better for me than generic CSV importers was using an integration layer like Skyvia, where you can explicitly map Salesforce custom fields to the right QuickBooks objects.
