Prosper

Migration

Import QBO/Xero CSV

Upload a CSV export and map accounts before locking your clean cut-off date.

Read the switching guide →

How to export from QuickBooks Online

Transactions (required)

  1. Go to Transactions > Bank Transactions and pick the bank account to migrate.
  2. Click the Export icon > Export to CSV, then upload it below.

Chart of accounts & customers (optional)

  1. Accounting > Chart of accounts > the export icon > Export to Excel, then save as CSV.
  2. Sales > Customers (or the Customer Contact List report) > export > save as CSV.

Prosper auto-detects QBO headers and ignores summary rows. No Excel edits required.

QBO Support

Optional: chart of accounts & customers

Bring these over too, so your books and invoices line up. Export each as CSV from QuickBooks, then upload here.

Chart of accounts

QuickBooks → Accounting → Chart of accounts → export to Excel → save as CSV.

Customers

QuickBooks → Sales → Customers (or the Customer Contact List report) → export → CSV.

Account

CSV file