Move from QBO or Xero without breaking trust.
Prosper uses a clean cut-off and an opening balance lock so your new ledger starts correct and stays correct.
Export your CSV
Download a transaction export from QBO or Xero. Pick a clean cut-off date (for example, Jan 1).
Import + map accounts
Upload the CSV in Prosper. Confirm the schema if prompted and map each account label to your chart of accounts.
Lock opening balance
Verify the opening balance report and lock it. This becomes the trusted boundary for your ledger.
Check your status after import
If anything looks off, Prosper flags it for review instead of telling you everything is fine. When status shows all clear, your books are ready.
Support around the migration boundary
The bounded, carded surfaces below are for operational guidance. The underlying migration logic stays editorial so it reads as a guide, not a pile of interchangeable panels.
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 the ledger.
Use the Accountant Pack to export a ZIP with P&L, Balance Sheet, Trial Balance, General Ledger, transactions, and reconciliation summary.
Ready to migrate cleanly?
Start your import flow in Prosper, confirm the cut-off boundary, and lock the opening balance once the books match.