Mapping
Tally ledgers to a new chart.
All software & automation services
Software & Automation
Tally to Zoho Books Migration
FinAura moves your accounting from Tally to Zoho Books without losing the thread: ledgers mapped to a better chart of accounts, customers, vendors and items moved, opening balances and open invoices and bills carried across and reconciled to Tally, a clean cut-over date chosen, and your team trained on the new system. Tally data stays archived for reference and audit.
- Implementation specialists, not resellers
- Accountants who use the software daily
- Bangalore and across India
What is covered
What Tally to Zoho Books Migration Covers
A move that ties out to the rupee.
Masters
Customers, vendors, items.
Open items
Unpaid invoices and bills.
Opening balances
Reconciled to Tally.
Cut-over
A clean date chosen.
Archive
Tally kept for reference.
How the month runs
How It Works
Map, move, reconcile, switch.
Step 1
Map
- Ledgers
- Items
- Taxes
Step 2
Move
- Masters
- Open items
- Balances
Step 3
Reconcile
- Trial balance
- Receivables
- Payables
Step 4
Switch
- Cut-over
- Training
- First close in Zoho
Your part
What We Need From You
- 01Tally data backup
- 02Zoho Books subscription
- 03Preferred cut-over date
- 04Reports you rely on in Tally
Our part
What You Get
- Zoho Books with balances that match Tally
- Open items carried across
- A clean cut-over
- Tally archived for audit
A common question
When should we move from Tally to Zoho Books?
At the start of a financial year is cleanest, because only closing balances move. A mid-year move works too, with opening balances at the end of a month and open items carried across.
Whichever date you choose, the test is the same: the trial balance, receivables and payables in Zoho must match Tally on the cut-over date.
See Zoho Books implementationZoho BooksReconciled and live
MigrationMapped and moved
TallySource data
Who it is for
Who It Is For
Teams moving to the cloud
Remote access, bank feeds.
Businesses adding integrations
Payments, e-commerce, CRM.
Growing companies
Several users and branches.
Companies standardising
Group on one system.
The rules, in plain English
What the Law Says
Companies (Accounts) Rules, 2014
Rule 3
Accounting software used by companies must keep an audit trail of every change that cannot be switched off, and books kept electronically must have a daily back-up on servers in India.
Official source: mca.gov.inThis is general information, not advice for your situation; we confirm what applies to you before any work starts.
Questions we get asked
Tally to Zoho Books Migration: Questions, Answered
Is there a tool to move Tally data to Zoho Books?
Zoho offers import tools; most migrations still need mapping and clean-up so the result is usable and ties out, which is what we do.
Will past years' transactions move across?
Usually only balances and open items move; past transactions stay in the archived Tally data for reference and audit.
How long does migration take?
It depends on data volume and clean-up needed; we agree a plan with a cut-over date.
Can we run both systems for a while?
Briefly, for comparison, but a clean cut-over date avoids double work and confusion.
Often Taken Together
All 13 Software & Automation services01Software & AutomationZoho Books ImplementationOrganisation set-up, chart of accounts, GST and TDS configuration, templates, bank feeds, users and roles, and training.02Software & AutomationChart of Accounts DesignAn account structure that produces the reports management wants without manual regrouping.03Software & AutomationSupport and TrainingHands-on training for your team and support after go-live, so the system keeps being used properly.04Accounting & FinanceAccounting & BookkeepingClean, current books every month, reviewed by a Chartered Accountant.