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Plugins › Elite Balance › Switch from Account Funds

For stores on Account Funds

Leaving Account Funds? Every balance comes with you.

Elite Balance reads Account Funds' own store credit records, from old versions and new, imports each customer's balance and history, and shows you the totals match.

Buy on WooCommerce.com · $89/yr See how the move works

Full refund within 30 days of purchase, through WooCommerce.com.

Prefer not to do it alone? The first 100 stores get the migration done for them, free. How it works

Try the live demo · Already bought? Claim your migration

  • Account Funds 3 and 4 both supported
  • Account Funds' data is never changed
  • The same price: $89 a year
Before it moves a centExample store
  • Account Funds 4 found, with its store credit tables
  • Its own upgrade from version 3 has finished
  • Not active across a network of sites
  • Customers to import412
  • Total to import$18,240.50
  • Listed for you, not imported4
What gets listed, and why ›

What moves, and what does not

Six rows from Account Funds. Six outcomes.

Account Funds keeps store credit by email and by currency. Pick a row to see exactly what the import does with it.

Imported

Maya starts with $48.00.

She has an account and a positive balance in your store currency. Her Elite Balance wallet opens with one "Migrated balance" entry, and no email is sent about it.

What you doNothing. Her history follows on the Earlier activity tab.
Stays in Account Funds

A guest balance has nowhere to land.

Account Funds keeps store credit by email, so it can hold credit for guests. Elite Balance wallets belong to accounts. Sam's $20.00 stays in Account Funds' table, untouched.

What you doOnce Sam creates an account, credit the wallet by hand, with a reason.
Listed for you

No exchange rate is ever invented.

Lena holds store credit in a currency other than your store's. Nothing is imported for her, and the report lists her with both amounts.

What you doDecide what she is owed in your store currency and credit her wallet.
Listed for you

A wallet never starts in debt.

Account Funds can allow a balance below zero. An Elite Balance wallet cannot go negative, so Omar is listed in the report with his amount and nothing is imported.

What you doSettle it with the customer however you normally would.
Skipped

Nothing to move.

A zero balance is not imported. Ivy gets a wallet the first time she earns or adds credit.

What you doNothing.
Stops the import

The import refuses to start.

Noah's balance is still in Account Funds' old storage, and Account Funds has not moved it to its new tables yet. Importing now could miss his money or count it twice.

What you doSwitch Account Funds back on briefly so it finishes its own upgrade, then run the import.

Names and amounts are examples. Everything that is listed and not imported appears in the report with the customer and the amount, so nothing disappears quietly.

The history comes too

Their log, in words your customers know.

Account Funds 4 records every movement with an internal event name. Elite Balance copies that log, read only, and shows each entry on an Earlier activity tab with a plain label.

  • Voided and expired entries are kept, and marked as not counted.
  • Account Funds 3 kept no log, only a balance, so there is no history to copy from it.
  • One setting hides the tab from customers if you prefer.
In Account Funds' logWhat your customer reads
order_paidOrder payment
order_refunded, order_cancelled, order_failedRefund to wallet
product_purchaseWallet top-up
account_signup, product_reviewReward
credit_expiredExpired credit
migrationBalance carried over

An honest look

Same price. Different priorities.

Account Funds is a capable, well-kept extension, and both cost $89 a year. The choice comes down to what your store needs most.

Stay with Account Funds if you rely on

  • Store credit for guests, held by email. Elite Balance wallets need an account.
  • Balances in several currencies. Elite Balance keeps one, your store currency.
  • A REST API today. Ours is on the roadmap.
  • Prepaid store credit sold as a product, for gifts or B2B prepayment.
  • Member credits through Kestrel's Constellation.

Switch to Elite Balance if you want

  • Cashback that waits out your refund window before anyone can spend it.
  • Withdrawals: customers ask for a payout, with fees, limits and a paper trail.
  • Birthday rewards and top-up bonuses, beside cashback, sign-up and review rewards.
  • A ledger you can prove: every row carries the balance after it, and one check reconciles each wallet.
  • Bulk credits and CSV import, with a review step before anything is applied.

Either way you keep: full and partial payment at checkout, top-ups, refunds to store credit, cashback, WooCommerce Subscriptions renewals, the block checkout and HPOS. Account Funds facts are from version 4.3.2, its WooCommerce.com listing and Kestrel's own pages, November 2026.

How the switch works

Six steps. Account Funds keeps its data the whole time.

  1. Back up your databaseAlways, for any migration. It is the one certain undo.
  2. Let Account Funds finish its own upgradeIf you moved from version 3 to 4, leave it active until every old balance is in its new tables. Elite Balance tells you if any are left.
  3. Install Elite Balance beside itNothing changes for customers yet.
  4. Open Elite Balance > ToolsAccount Funds is detected, with how many customers hold a balance and the total to import.
  5. Start the migrationAccount Funds is switched off first, so no balance moves mid-import. Switching it off deletes nothing.
  6. Read the reportThe imported total against Account Funds' own, and the list of anything not imported. The history copy follows by itself.
Safe to run againIf anything interrupts the import, start it again. A customer's balance can only be imported once.
# Prefer the command line?
wp rb-elbal migrate wcaf --deactivate
wp rb-elbal history copy wcaf
wp rb-elbal reconcile

Every step in detail: Migrating from another wallet plugin, in the documentation.

Two ways to switch

Run it yourself from one screen, or let the team that wrote the importer run it with you.

Elite Balance$89 a year on WooCommerce.com, with updates, support and a full refund within 30 days. You need it either way.
Get Elite Balance

Then, who runs the migration?

You run it

Included with your licence

  • One screen: Elite Balance > Tools
  • It checks Account Funds is ready before anything moves
  • A report that compares every total with Account Funds' own
See how it works
Free for the first 100 stores

We run it for you

Free with your licence

  • A fresh backup before anything changes
  • The migration run at a quiet hour you pick
  • Guest and other-currency balances gone through with you, one by one
  • Done by the team that built Elite Balance
Claim your free migration

Buy first, then claim with your order number, just below. After the first 100, the self-serve migration stays included with every licence.

Already bought Elite Balance?Claim your free migration. Have your WooCommerce.com order number ready.

Send us your order number. We will take it from there.

  1. Buy Elite BalanceOn WooCommerce.com. Keep this page open, then come back here.
  2. Send us your order numberIt is in your WooCommerce.com receipt email.
  3. Pick a quiet hourWe usually reply within a few hours to agree a time.

No passwords now. We ask for access only once we have agreed a time.

It is in the receipt email from WooCommerce.com.

We usually reply within a few hours.

FAQ

Before you click buy.

What Account Funds stores ask before they switch.

01

Will my customers' balances change?

No. Each registered customer starts with the balance Account Funds holds for them in your store currency, as one "Migrated balance" entry. No email is sent about it.

02

What happens to store credit held by guests?

It stays in Account Funds' table, untouched. Account Funds keeps credit by email, so it can hold it for someone with no account; Elite Balance wallets belong to accounts. Once a guest creates an account, you can credit their wallet by hand, with a reason.

03

I am still on Account Funds 3. Can I switch?

Yes. Balances are read from its older storage. Version 3 kept only a balance and no log, so there is no earlier history to copy.

04

Why would the import refuse to start?

For two reasons. If you upgraded from Account Funds 3 to 4 and it has not yet moved every old balance to its new tables, importing could miss money or count it twice, so Elite Balance waits: switch Account Funds back on briefly and let it finish. And if Account Funds is active across a whole network of sites, it has to be deactivated for the network first.

05

What about balances in another currency?

They are never converted. A customer who holds store credit in a currency other than your store's is listed in the report with every amount, and nothing is imported for them until you decide what they are owed.

06

Can I go back to Account Funds?

Its data is never changed or deleted, and switching it off deletes nothing, so everything is still there if you switch it back on. Credit earned or spent in Elite Balance after the move would not be in it.

Bring your store credit to a ledger that proves every cent.

$89 a year on WooCommerce.com, with a full refund within 30 days. A free migration for the first 100 stores.

Get Elite Balance Claim a free migration

Page updated by the RoundBorders team. Account Funds for WooCommerce is made by Kestrel; the names are trademarks of their owners. Elite Balance and RoundBorders are not affiliated with or endorsed by Kestrel. More about Elite Balance, or switching from TeraWallet or WP Swings.