RockifyERP Knowledge Base
Moving to RockifyERP
10 step-by-step RockifyERP guides on moving to rockifyerp. Choose a guide to get started.
Guides in this section
- Moving to RockifyERP: overviewMoving from spreadsheets or another accounting system to RockifyERP is a project with clear stages.
- Prepare and map your old dataGood migrations start with clean data.
- Import accounting mastersMasters are the records your transactions depend on.
- Opening balances for accountsOpening balances bring the closing balances from your old books into RockifyERP as at your go-live date.
- Opening invoice creation toolUnpaid customer and supplier invoices from your old system come into RockifyERP with the Opening Invoice Creation Tool, so you can collect and pay them as normal.
- Opening and closing balancesRockifyERP calculates opening and closing balances for every account and period automatically.
- Import advances, bank, stock and asset balancesSome balances need their own route into RockifyERP so that the right details come with them.
- Check the migrationBefore you go live, prove that RockifyERP matches your old books.
- Balance left in the temporary opening accountThe Temporary Opening account in RockifyERP collects the other side of every opening entry.
- Moving from QuickBooks to RockifyERPMany businesses move to RockifyERP from QuickBooks.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.