Quickbooks Online does not support direct import or export of Excel or CSV files from Salsa CRM. However, importing is possible with third-party tools, which import Excel and CSV files from Salsa CRM and convert them into a Quickbooks Online compatible format. The following applications may be a suitable for importing content from Salsa CRM to Quickbooks Online:
- Transaction Pro Importer (https://appcenter.intuit.com/transactionproimporter) enables you to store pre-set mappings to import transactions into Qucikbooks Online from Salsa CRM generated Excel or CSV files. Using this tool, Salsa Support was able to set up mapping and import Transaction Pro modfied Salsa CRM content into most areas of Quickbooks Online.
- Axis (https://appcenter.intuit.com/zed-axis-import-qbo)
Although automated tools are available, most Salsa clients prefer manual entries into Quickbooks Online at the end of each month. Please note that Salsa Labs does not provide support for these or other third-party integration products.
Comments
Please sign in to leave a comment.