Tally · Migration

The Move, Step By Step

A migration is a sequence, not an event. Masters before vouchers, vouchers before balances, and a certificate at the end that proves the whole thing landed.

✓7,171 Vouchers One Afternoon

✓Zero Manual Re-Entry

✓Certificate Ledger By Ledger

Move One Client And See › Watch The 90-Second Tour

MEASURED, NOT ESTIMATED

7,171 Vouchers. One Afternoon. Zero Re-Keying.

That is a real migration, not a projection. The time went into checking the certificate, not into typing — which is the whole difference between a migration and a data-entry project.

See The Certificate ›

How It Goes

STEP 1

Connect

The connector reads your Tally company. Nothing is written anywhere until you say so.

STEP 2

Masters First

Groups, ledgers, items, godowns. Everything vouchers will need to attach to.

STEP 3

Then Vouchers

Sales, purchase, payment, receipt, journal — posted as voucher lines on one GL.

STEP 4

Then Balances

Closing balances as at your cut-off become opening balances, ledger by ledger.

What To Check Afterwards

What

From Tally

In Autobooks

Trial balance

Totals as at cut-off

Must tie exactly — the certificate shows each line

Ledger count

Number of ledgers

Same count, same parent groups

Voucher count

By type and period

Same count per type — differences are listed, not hidden

Stock

Item-wise quantity

Godown-wise, tied to the vouchers that moved it

Numbering

Series and last number

Continues from where Tally left off

Tax details

GSTIN, HSN, TDS sections

Carried to masters, applied at entry from then on

Anything that does not map cleanly appears on the report — nothing is dropped quietly.

Migration Questions

How long does it actually take?

One session for a typical company. The reference migration moved 7,171 vouchers in an afternoon; the time went into verification rather than entry.

Can I migrate mid-year?

Yes. Bring the whole year or start from a cut-off date — most firms pick a quarter boundary so filed returns stay untouched.

What if something does not map?

It is reported. A mismatched group, an unmapped voucher type or a ledger with no parent appears on the migration report rather than being silently dropped.

Do I have to stop using Tally during it?

No. The connector reads; it does not lock. Keep working in Tally and run in parallel for as long as you want.

Can I run it again?

Yes — re-running is how you catch up after working in Tally in parallel. Sync review shows what changed before anything is applied.

What about opening balances for a new fiscal year?

Closing balances at your cut-off become opening balances, ledger by ledger, and the certificate proves each line tied.