Each guide covers a different part of that job. The process article shows how to match source headers to a destination template and validate the file before you import. The QuickBooks article explains how to prepare a CSV for the import format you actually use, starting from the sample in your own company. The dates and zeros article keeps calendar values unambiguous and preserves leading zeros in IDs, postal codes, and references. Map the file on the home page in your browser. Preview the first ten rows free, then pay $29 once for the complete mapped CSV. There is no subscription or account.
Guide library
CSV mapping guides
A small library for remapping exports to the columns an accounting, CRM, or payroll import actually expects.
Remap CSV columns for import
A reviewable sequence for matching source headers to a destination template, checking sample rows, and validating the file before import.
Prepare a CSV for QuickBooks import format
Start from the sample in your own QuickBooks import screen, map columns carefully, and test a small batch before the full load.
Keep CSV dates clear and leading zeros intact
Treat IDs as text, keep leading zeros, and use unambiguous dates so spreadsheets and importers do not rewrite the values.