Migrating from Tally to Zoho Books helps businesses shift from a desktop-based system to a smarter, cloud-driven accounting platform.
Migrating from Tally to Zoho Books helps businesses shift from a desktop-based system to a smarter, cloud-driven accounting platform. The process involves structured data export, cleaning, mapping and importing into Zoho Books to ensure your financials continue seamlessly.
Step-by-Step Process to Move from Tally to Zoho Books
1. Export Data from Tally
Extract your ledgers, customer/vendor lists, stock items, and transactions from Tally in XML/CSV formats. This forms the base data required for migration.
2. Clean and Organise Your Data
Standardise ledger names, verify GST details, correct HSN/SAC codes and remove duplicate records. Clean data ensures accurate mapping during Zoho import.
3. Configure Your Zoho Books Account
Set up GST preferences, chart of accounts, invoice templates, banking section and tax rules. A well-configured organisation ensures smooth migration.
4. Import Masters into Zoho Books
Upload customers, vendors, items, chart of accounts and opening balances using the import tools. Zoho Books allows flexible column mapping for easy uploads.
5. Import Past Transactions
Bring in historical invoices, bills, payments, credit notes, journals and inventory adjustments. This helps maintain continuity from Tally to Zoho Books.
6. Reconcile and Validate
Match your trial balance, GST returns, ledger reports and inventory values with Tally. Validation ensures that Zoho Books reflects the exact financial position.
7. Go Live on Zoho Books
Start raising invoices, recording expenses, reconciling bank transactions and using automation features. Integrate payment gateways and other Zoho Finance apps for a complete cloud setup.
Tally to Zoho Books Migration — Quick Overview
| Step | What Happens | Why It Matters |
|---|---|---|
| Export | Data extracted from Tally | Provides raw data for migration |
| Clean-up | GST & ledger data standardised | Ensures correct mapping to Zoho |
| Setup | Zoho Books configured | Builds accurate accounting system |
| Import | Masters uploaded | Foundation for financial data |
| Transactions | Historical data brought in | Book continuity ensured |
| Verification | TB & GST validation | Avoids future compliance errors |
| Go Live | Start operations in Zoho | Access automation & cloud benefits |
How Biztree Outsourcing Helps in Tally to Zoho Books Migration
Biztree Outsourcing provides end-to-end support for a smooth and error-free transition from Tally to Zoho Books. Our team ensures the migration is accurate, compliant and tailored to your business workflow.
Here’s how we support you:
✔ Complete Data Analysis
We review your Tally dataset, ledger structure, GST details and transaction volumes to prepare a migration blueprint.
✔ Data Cleanup & Standardisation
Our experts clean duplicate ledgers, align tax rates, fix HSN/SAC structures and prepare error-free import files.
✔ Full Zoho Books Setup
We configure GST, chart of accounts, custom fields, invoice templates, banking, and workflow automation as per your business needs.
✔ Managed Migration
We handle entire imports—masters, opening balances and transaction history—to ensure accuracy and continuity.
✔ GST & Compliance Validation
We check GSTR-1/3B summaries, trial balance, and ledger values to ensure the migrated data matches Tally perfectly.
✔ Training & Post-Migration Support
Your team receives hands-on training in Zoho Books, along with ongoing support for reports, reconciliations and GST filing.
✔ Seamless Integration with Zoho Finance Suite
As Zoho Finance App Partners, we connect Books with Zoho Inventory, Payroll, Expense, Subscriptions and other apps.
Why Businesses Choose Biztree Outsourcing
- Expertise in Tally-to-Zoho migrations
- Strong domain knowledge in accounting, GST and payroll
- Authorised Zoho Finance Partner
- Proven track record with IT, consulting, engineering and service businesses
- Quick turnaround with end-to-end implementation
