This article covers only exporting data for QuickBooks Online (QBO). For importing into QuickBooks Desktop software, check out our QuickBooks Desktop articles.

What Does CRM Do?

Salsa CRM's Finance Export enables you to export financial data in CSV format. Finance Export is designed to support a wide variety of accounting programs. This article discusses the data points found in a CRM Finance Export file.

What Does QBO Allow?

QBO supports integrating with your bank records to upload donations or manually uploading limited data in a comma-delimited (CSV) formatted file. Their 4-column file format includes Date, Description, Credit, and Debit columns.

As you can see, this is a very simplistic format. QBO does not support importing other information than that. You can only add more transaction info, like the category or payee, after you upload them into QBO (on the For Review tab of the Banking page). If you set up any banking rules, or if QBO recognizes the descriptions of your transactions, QBO can update information automatically.

Salsa CRM and QBO

Third-party tools —like the ones listed below—give you the ability to import more information from CSV files into QBO than their system currently allows. These tools convert the CRM financial data into a QBO compatible format. Use the following third-party applications to import content from Salsa CRM to QBO:

• Transaction Pro (monthly fee)
• Axis (one-time fee)

CRM to QBO Demo Using Transaction Pro

For information about uploading Salsa CRM data into the QuickBooks desktop version, check out our QuickBooks documentation.