How to switch to RushFlow from another POS or accounting system
Switching to RushFlow from another POS, a spreadsheet or an accounting tool is mostly a matter of bringing your data in cleanly: products, customers, current stock, and opening balances. Do it in this order and you’ll start trading on RushFlow with correct numbers from day one.
Step by step
- Set up the basics firstCreate your business, currency & tax, and branches — see set up your business.
- Import productsExport your product list from the old system and import it, with prices and costs. Duplicate detection catches repeats.
- Import customers (and dues)Import customers with any balances they already owe you.
- Enter opening stockCount what’s on the shelf and enter it as opening stock per branch, with cost.
- Set opening balancesEnter opening balances for your cash and bank accounts and any supplier balances, so the books match reality on your start date.
- Go livePick a start date, stop entering new activity in the old system, and trade on RushFlow. Keep the old system read-only for reference.
A clean cut-over
The cleanest switch is a dated cut-over: everything up to a date lives in the old system, everything after is in RushFlow, with opening balances bridging the two.
Frequently asked questions
How do I move to RushFlow from another system?
Set up the basics, import your products and customers, enter opening stock and opening balances for cash/bank and suppliers, then pick a start date and trade on RushFlow. Keep the old system read-only for reference.
Will I lose my history?
Your historical records stay in the old system; RushFlow starts from your opening balances and stock, so both remain intact.
Ready to run your business on RushFlow?
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