How to switch from QuickBooks to Prosper
A step-by-step guide to migrating your books from QuickBooks Online to Prosper using a clean cut-off approach.
Migration overview
Prosper uses a clean cut-off migration approach. You export your historical transactions from QuickBooks up to a chosen date, import them into Prosper, and lock the opening balance.
Historical data stays in QuickBooks for reference. New activity flows through Prosper. This approach is safer than trying to migrate everything and reduces the risk of data errors.
The migration sequence
Choose a cut-off date
Pick a clean cut-off date, such as January 1 or the start of a new quarter. This becomes the boundary between your old QuickBooks data and your new Prosper ledger.
Export CSV from QuickBooks
In QuickBooks Online, go to Reports → Transactions and export a CSV for all accounts up to your cut-off date. Include transaction date, description, amount, and account.
Map accounts
Upload the CSV in Prosper. Confirm the schema if prompted, then map each QuickBooks account label to your Prosper chart of accounts.
Lock opening balance
Verify the opening balance report matches your QuickBooks closing balance. Once confirmed, lock the opening balance to create a trusted ledger boundary.
Verify calm status
Prosper flags issues instead of telling you everything is fine. If anything affects correctness, it surfaces in your exceptions inbox. Otherwise, calm status confirms the books are clean.
Export accountant pack
When ready to hand off to your CPA, export the Accountant Pack with P&L, Balance Sheet, Trial Balance, General Ledger, transactions, and reconciliation summary.
What to verify before you lock the ledger
These sections stay editorial because the sequence matters. This is operational guidance, not a dashboard of equal-weight product tiles.
Choose the cut-off date
The cut-off date separates your historical QuickBooks data from your new Prosper ledger. Common choices are the start of a calendar year, the start of a fiscal year, or the start of a quarter.
Once you choose a date, export all transactions up to, but not including, that date from QuickBooks.
Export and map carefully
In QuickBooks Online, go to Reports → Transactions, set the date range, include all accounts, and export as CSV. During import, review each account mapping to ensure the opening balances land in the right place.
If Prosper does not recognize an account, create or map it explicitly before moving on.
Lock only after verification
Review the opening balance report against QuickBooks closing balances before you lock. Want the reasoning behind the boundary? Read the opening balance guide.
After locking, historical imported data should be treated as fixed inside Prosper. That is what keeps the ledger trustworthy.
Verify after import
Check calm status, account balances, duplicate transactions, categorization, and reconciliation. If something looks wrong before locking, undo and correct the import rather than carrying the issue forward.
Safety net
If something looks wrong after import, you can undo the migration within 48 hours. Undo is disabled once the opening balance is locked to protect ledger integrity. After locking, keep QuickBooks active for reference until you are confident in the migration.
Accountant handoff
When you are ready to hand off to your CPA, use Prosper's Accountant Pack export. This creates a ZIP file containing the core statements, ledger detail, transaction exports, and reconciliation summary.
Ready to migrate?
Start your migration in Prosper and work through the cut-off, mapping, and lock steps with a clean ledger boundary.