Hi QuickBooks Development Team,

This is Yibo from Pro Star Energy, a customer currently utilizing QuickBooks. I have encountered an issue and am seeking assistance from the development team.

When attempting to export project-level details for our company's customers from QuickBooks, I noticed that the export functions for project-level data are scattered across different sections of the interface. For instance, reports on Expenses, Bills, and Payroll hours are located in the Overview section of a customer dashboard, whereas data on project profitability and Time costs by employee or vendor are found under Project Reports. The dispersal of this data across various reports complicates the process of compiling a complete dataset, as it requires exporting each segment individually and then manually merging them, which is extremely time-consuming.

Furthermore, we aim to import project-level data into Zoho CRM via Zapier. Unfortunately, we discovered that QuickBooks' mapping features within Zapier do not include project details, limiting the data to basic information such as email and phone numbers, as illustrated in the attached image.

I would like to inquire whether there is a way to automatically map project-level data from QuickBooks to Zoho CRM using Zapier, or to directly export the dispersed project data in a unified manner with a single operation in QuickBooks.

Thank you for your attention to this matter.

Best regards,

Yibo