Tally to Zohobooks
As businesses shift towards cloud-based solutions, migrating from Tally ERP to Zoho Books ensures better accessibility, automation, and compliance. However, a proper transition is critical to preserve financial data integrity and avoid disruptions.
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Benefits of Migrating from Tally to Zoho Books
Cloud-Based Access: Work from anywhere with real-time collaboration.
Automation: Automate recurring invoices, bank reconciliations, and reminders.
GST Compliance: Generate GST-compliant invoices and file returns directly.
Seamless Integration: Easily connects with Zoho Payroll, CRM, and e-commerce platforms.
Smart Reporting: Generate real-time financial dashboards and reports for better decision-making.
Applicability
Migration from Tally to Zoho Books is ideal for:
Startups, SMEs, and Scaling Enterprises
Businesses using Tally ERP 9 or Tally Prime
Companies looking to adopt cloud accounting and automation
Organizations wanting better GST, TDS, and inventory tracking
Process
Data Backup & Assessment
We analyze your current Tally data structure and identify migration requirements.Zoho Books Setup
Create and configure your Zoho Books account with proper fiscal settings, GST profiles, and chart of accounts.Data Mapping & Cleanup
Map ledgers, tax settings, stock items, customers, and vendors to match Zoho Books format.Data Migration
Import historical transactions, invoices, journal entries, trial balances, and inventory data.Reconciliation & Validation
Reconcile closing balances, taxes, and financial reports to ensure data accuracy.Training & Support
Provide user training and post-migration support for a smooth transition.
Documents Required
Tally Data Backup (.XML or .TSF files)
List of ledgers, stock items, and customers/vendors
GSTIN, TAN, and other compliance details
Previous year financial statements
Access to Zoho Books account (or assistance in creating one)
What You’ll Get
Fully migrated and reconciled accounting data in Zoho Books
GST and tax settings configured properly
Customized chart of accounts and invoice templates
Staff training and user manuals
Ongoing support and Zoho ecosystem advisory
Frequently Asked Questions
Yes, we migrate all major financial components including ledgers, transactions, and inventory.
No. We ensure all essential data is backed up, validated, and verified post-migration.
Typically 5–10 business days, depending on the data volume and complexity.
Yes, we provide post-migration training and support for smooth usage.
Yes, Zoho Books is fully cloud-based and accessible via web or mobile app.
What clients say
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