Hi. Currently, our accounting team manually enters each donation into QuickBooks. We're not looking for a tool to automatically sync from Salesforce to QuickBooks. Instead, we would want to find something to import a spreadsheet into QuickBooks. Do you know of anything that can accomplish this?
Thank you for help!
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Not sure if you already solved this back in 2018, but for anyone landing here later - QuickBooks’ built-in CSV/Excel import is still usually enough if the goal is just bulk-loading donations instead of doing a full Salesforce sync. We used that approach for a while and it worked fine once the spreadsheet columns were standardized.
Where things got painful was recurring imports every week/month. That’s when we eventually moved to something like Skyvia to automate the mapping/import process, but for one-off or occasional uploads, native import is probably the simplest route.
