Tally to Zoho Books Migration, India
We move your Tally ERP or TallyPrime data into Zoho Books: ledgers, party masters, opening balances, and GST configuration, verified against your Tally trial balance and ready to file before we hand it back to you.
Business Day Delivery
Data Loss for Approved Scope
Setup and Filing
White-Label Delivery
What We Do
You send us the Tally export. We clean it, map every ledger to the correct Zoho Books account type, configure GST for CGST, SGST, and IGST, verify opening balances against your Tally trial balance, and hand you back a Zoho Books organization ready to file from day one. Your firm never touches the technical migration work, and your client never knows EasyFintech exists.
The Timing Question Most Firms Get Wrong
The timing of your migration matters more than the mechanics of it. Moving at the start of the financial year, from April 1, means you close Tally cleanly, bring in opening balances only, and GST returns for the new year start fresh in Zoho Books with no split-period problem.
Migrating mid-year without going back to the last properly closed period creates a gap that has to be manually reconciled later. We plan your migration date around your GST filing calendar.
What Transfers
Ledgers and Groups
Tally ledgers and account groups mapped to the correct Zoho Books account types, since voucher types don't have a one-to-one name match between the two systems.
Party Masters
Customer and vendor records with GSTIN details and opening balances.
Stock and Items
Stock items, HSN and SAC codes, and opening stock quantities where inventory is included in scope.
Opening Balances
Verified against your finalized Tally trial balance as of the migration date.
GST Configuration
CGST, SGST, and IGST setup, multi-GSTIN handling for businesses registered in more than one state, and e-invoicing readiness.
What We Tell You Upfront
- Historical GSTR-1 and GSTR-3B filings stay in Tally. They cannot be replicated in Zoho Books as if they'd always been filed there. Your GST history exists in Tally as your compliance record, and Zoho Books picks up filing from your migration date forward.
- We run your first Zoho Books GSTR-1 in parallel against your last filed Tally return for the same period, so any discrepancy gets caught and resolved before your client files anything from the new system.
For the full step-by-step process, including common mistakes to avoid, read our Tally to Zoho Books migration guide for India.
What You Receive
Migration Scope Summary
What was migrated, what was excluded, and what needs your team's confirmation before go-live.
Zoho Books Setup Review
A configured organization with GST settings, ledgers, and opening balances ready to use.
GST Parallel-Run Report
A comparison between your first Zoho Books GSTR-1 and your last filed Tally return, so you can show your client the numbers were checked before filing.
30 Days of Post-Go-Live Support
Included, so your team isn't left resolving questions alone in the first filing period.
Why This Matters for Your Firm
The GST risk is what makes CA firms hesitate to offer Tally to Zoho Books migration. A wrong opening balance or a missed filing-period reconciliation becomes a client-facing compliance problem with your firm's name attached to it. When the GST handling is verified before go-live, you can say yes to more migration work with confidence in the outcome, and bill for the migration as its own service line.
Who This Is For
Accounting and CA firms in India moving clients off Tally ERP 9 or TallyPrime who need GST continuity handled correctly.
Firms Use EasyFintech for Tally Migrations
"The trial balance reconciliation process gave us complete confidence. Every number matched before go-live. Our client noticed nothing except that their new system worked perfectly."
Senior Partner
CA firm, Mumbai
How Pricing Works
You price the migration to your client directly. EasyFintech quotes your firm a wholesale rate for the backend delivery work, confirmed after scope review, with a fixed quote before work begins.
Migration Process
Pre-Migration Assessment
We review your Tally data, GST setup, and recommend the right migration date based on your filing calendar.
Data Preparation
Ledgers, party masters, and stock items cleaned, standardized, and mapped to Zoho Books structure.
Migration Execution
Opening balances and approved transactions imported, GST setup configured for CGST, SGST, and IGST compliance.
Validation and Go-Live
Trial balance reconciled and a parallel GSTR-1 run before handover, with 30 days of included support.