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

Bank and card transactions (required)

Do this once for each bank account and credit card.

  1. Go to Transactions > Bank transactions and click the account's tile at the top.
  2. Open the Posted tab. Rows still under For review are not in QuickBooks' books yet.
  3. Click the table's settings gear and turn on Show full bank description. Without it QuickBooks exports a cleaned payee name and drops the reference numbers Prosper uses to trace transfers and card payments.
  4. In the same settings, set rows per page to 300. QuickBooks exports only the page you are looking at (50 rows by default). If the account has more than 300 posted rows, narrow the date filter and export each range.
  5. Click the Export icon above the table. The file downloads named after the bank (for example Bank_of America.csv), not after the account, so rename it or note which account it came from before you 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 reads QuickBooks' own headers, keeps the category QuickBooks posted each row to, and ignores summary rows. No Excel edits required.

QBO Support

Optional: chart of accounts, customers & invoices

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.

Invoices

QuickBooks → Reports → Invoice List → set the dates → export to CSV or Excel. They come in as history: never emailed or reminded, and not booked until you approve them.

Account

A credit card is tracked as money you owe, not as cash.

CSV file