Mappd converts QuickBooks CSV and Excel exports to Salesforce format by remapping column names, reformatting dates, and converting currency values. For this workflow: Customer → Account Name; Balance → Outstanding (commas stripped); Since → Customer Since (ISO format). Processing is entirely client-side — no file data is transmitted to a server. Typical run time: 2 min.
Upload your QuickBooks export. The column mapping loads automatically. Download the Salesforce-ready file in 2 min.
"Your QuickBooks customer list needs to be in Salesforce as Accounts. But QB calls it "Customer" and Salesforce calls it "Account Name". The field names never match."
Free to use · No card required · Processing in your browser
Upload your QuickBooks CSV or Excel file to Mappd. The QuickBooks to Salesforce recipe loads automatically and maps your columns. Review the changes and download the converted file. The process takes under 2 min.
Customer → Account Name. Balance → Outstanding (commas stripped). Since → Customer Since (ISO format).
No. All processing happens entirely in your browser using client-side JavaScript. Your file's data is only sent to Mappd's servers if you save the conversion to your history, and you can delete it any time.
Yes. Mappd is free to use, with no card required. The free tier includes 3 saved recipes and unlimited rows. Pro (£15/month) lifts the recipe limit and keeps your last 50 conversions. AI column matching is on Pro+ (£25/month).
CSV, TSV, XLSX, XLS, and ODS. Mappd handles encoding issues common in QuickBooks exports, including Latin-1 encoding, title rows above the header, and blank rows in the data.
The QuickBooks to Salesforce recipe loads automatically. Drop your file and it maps in 2 min.
Open Mappd with this recipe →Free to use · No card required · See pricing