Switching guide
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.
Step 1
Export your CSV
Download a transaction export from QBO or Xero. Pick a clean cut-off date (for example, Jan 1).
Step 2
Import + map accounts
Upload the CSV in Prosper. Confirm the schema if prompted and map each account label to your chart of accounts.
Step 3
Lock opening balance
Verify the opening balance report and lock it. This becomes the trusted boundary for your ledger.
Step 4
Validate calm
Prosper is fail-closed. If anything affects correctness, it surfaces; otherwise calm is verified.
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 the ledger.
Accountant handoff
Use the Accountant Pack to export a ZIP with P&L, Balance Sheet, Trial Balance, General Ledger, transactions, and reconciliation summary.