Import your Tally data into tBiz
Migrations fail on expectations rather than on technology. So, plainly: ledgers, groups, stock items, opening balances and Day Book vouchers come across. Historical sales do not arrive as itemised GST invoices — they arrive as balanced journals with exact totals, and the line detail stays in your Tally file.
- Ledgers & groups
- Yes — with the group hierarchy intact
- Stock items & units
- Yes — with opening quantities and rates
- Opening balances
- Yes — party-wise and account-wise
- Day Book vouchers
- Yes — as balanced journals, totals exact
- Itemised historical invoices
- No — line detail stays in Tally
What the import does
Groups and ledgers, with hierarchy
Your chart of accounts comes across with its group structure rather than as a flat list, so the trial balance reads the way you are used to.
Stock items and units
Items with their units, opening quantities and rates, including alternate units where you use them.
Opening balances that tie
Party-wise and account-wise, reconciled against your Tally trial balance before anything else is imported.
Day Book vouchers
Historical vouchers as balanced journals with exact totals, so the ledger history and the period figures are right.
A dry run first
The import is previewed and reconciled against your Tally figures before it is committed, rather than committed and then checked.
Run with you
The onboarding team does the first import alongside you. This is the step where a migration is either done properly or done twice.
How the migration runs
- Export from Tally. Masters and the Day Book for the period you want, in the export format Tally produces.
- Import the masters. Groups, ledgers and items first, so everything that follows has somewhere to land.
- Reconcile the opening balances. Against your Tally trial balance, to the rupee, before any transactions are brought in.
- Bring in the vouchers. Then run both systems in parallel for a month if you want the comfort.
Tally import questions
Will my old invoices come across as invoices?
No — historical vouchers arrive as balanced journals with exact totals rather than as itemised GST invoices with lines, HSN codes and tax splits. The period figures and the party ledgers are correct; the line detail stays in Tally, which is why most businesses keep the old file as an archive.
Will my opening balances tie exactly?
They should, and the import is reconciled against your Tally trial balance before anything else is brought in. If they do not tie at that point, nothing further is imported until they do.
Can I run Tally and tBiz in parallel?
Yes, and for a month it is a sensible thing to do. Enter in both, compare the trial balance at month end, and switch when you are satisfied rather than on a date somebody picked.
When is the best time to migrate?
A financial year boundary, almost always. It makes the opening balances clean, the comparatives meaningful and the numbering straightforward.
Related
Import your masters this week
Start free, bring your ledgers and balances across, and reconcile against your Tally trial balance.