When the transaction journal records are ready, bring the data to your accounting system.
Note Starting in March 2023, Salesforce offers Accounting Subledger built on the core Salesforce platform. This article provides information about that product. For information about the managed packaged version of Accounting Subledger, see Accounting Subledger Legacy Documentation. If you're not sure which version your institution uses, check with your Salesforce administrator.
- Ways to Transfer Your Accounting Data
Accounting Subledger creates accounting data that you can transfer to your accounting software with minimal effort via reports or integration. - Export Accounting Data With the Report Builder
After the transaction journal records are ready, create a report with this data, and export it as a comma-separated values (CSV) file. Then, import that file into your accounting system.