Switch from Tally to Zoho Books Migration
Migrate from Tally to Zoho Books with our Zoho Books Partner
Migrating from Tally to Zoho Books empowers businesses with cloud-based access, automated GST compliance, and real-time financial insights. Unlike traditional desktop software, Zoho Books Partner offers seamless integration, mobility, and scalability making it ideal for modern businesses aiming to streamline operations, enhance accuracy, and stay compliant in an increasingly digital world
Why Migrate from Tally to Zoho Books
Cost effectiveness
Zoho Books reduces IT infrastructure costs, eliminates manual processes, and offers affordable plans tailored for growing businesses
Export Data from Tally
Access your accounts securely anytime, anywhere with Zoho Books perfect for remote teams and on-the-go financial management
Cloud-based access
Automation & integrations
Automate recurring tasks and connect seamlessly with Zoho apps, CRMs, banks, and payment gateways to streamline your entire workflow
Better GST handling
Zoho Books automates GST filing, generates compliant invoices, and ensures accurate tax calculations to help you stay audit-ready
Ease of use
Zoho Books user-friendly interface and intuitive design let accountants and business owners manage finances easily, without technical skills
What we do in Tally to Zoho Books Migration
Chart of Accounts
During Tally to Zoho migration, we ensure your entire chart of accounts is carefully reviewed, mapped, and transferred into Zoho Books with precision. This includes all account types assets, liabilities, income, and expenses preserving your financial structure and reporting standards. We handle even the most complex account hierarchies to match Zoho’s format, ensuring accurate financial reporting from day one. Our team double-checks data integrity post-migration, so you can continue operations smoothly without data discrepancies. Trust Datahikes to simplify your chart of accounts migration with zero data loss and 100% accuracy
Customers & vendors
Customer and vendor master data is the backbone of any accounting system. As part of your Tally to Zoho migration, we securely migrate all your customer and vendor records names, contact details, GSTIN, credit limits, opening balances, and transaction history into Zoho Books. We ensure that duplicate entries are eliminated, data is cleaned, and mapped correctly to match Zoho’s structure. This enables you to instantly start invoicing, billing, and managing your contacts with zero disruption. With Datahikes, your customer and vendor data migration is accurate, streamlined, and fully aligned to your Zoho ecosystem
Invoices, bills, and payments
Your financial history matters. Our Tally to Zoho migration process includes comprehensive transfer of all your sales invoices, purchase bills, receipts, and payments. We retain invoice numbers, dates, tax structures, payment statuses, and linked accounts so your records remain audit-ready. Each transaction is verified for format compatibility to ensure no data is lost or mismatched. We understand how vital this data is for continuity, GST returns, and analytics. Datahikes guarantees seamless migration of historical and current transactions so you can hit the ground running in Zoho Books without any backtracking
Tax settings
Accurate tax configurations are critical for compliance. As part of our Tally to Zoho migration service, we transfer your entire tax setup including GST types, rates, HSN/SAC codes, and return configurations. We map your Tally tax structure with Zoho Books’ format, ensuring that every invoice, bill, and return is compliant from the start. Whether you manage intra-state or inter-state GST, input credits, or reverse charges, our experts handle the migration with a compliance-first approach. Avoid tax filing errors and ensure smooth operations with our error-free tax settings migration
Bank transactions
Inventory data
Migrating inventory from Tally to Zoho Books requires precision and that’s what we deliver. We transfer all inventory-related data including product names, SKU codes, descriptions, opening stock, purchase/sales rates, and unit measurements. We also map inventory locations and batch/serial number tracking if applicable. Our Tally to Zoho migration ensures real-time inventory visibility from the moment you go live in Zoho Books. This helps you maintain stock accuracy, reorder thresholds, and profitability tracking without data loss. Datahikes ensures your inventory management stays uninterrupted and future-ready on Zoho’s cloud platform
Tally to Zoho Books Migration
Switch from Tally to Zoho Books for smarter, cloud-based accounting. Enjoy seamless data migration, real-time access, automated GST handling, and powerful integrations. Let Datahikes, your trusted Zoho Partner ensure a smooth transition with minimal downtime and complete data accuracy
Why Choose Datahikes for Tally to Zoho Books Migration
Migrating financial data is a high-stakes task just one mistake can lead to compliance issues, reporting errors, or permanent data loss. Datahikes brings unmatched expertise in both Tally and Zoho Books, ensuring a seamless, secure, and fully validated transition. We guarantee 100% data accuracy and usability post-migration. From planning to support, our end-to-end service simplifies complexity, minimizes downtime, and empowers your business to scale confidently on a modern, cloud-based accounting platform
Data Assessment & Backup
Before migration begins, Datahikes performs a thorough assessment of your Tally data. We analyze volume, structure, and custom fields to design a reliable migration path. Complete backups are created to ensure zero data loss, offering you peace of mind and full control over your accounting records
Data Extraction from Tally
Our experts extract all relevant financial data from Tally, including ledgers, vouchers, invoices, and masters. This critical step in the Tally to Zoho Books migration ensures that no data is left behind and that every detail is accurately prepared for transformation and import
Data Mapping
During the Tally to Zoho Books migration, we map your Tally data to Zoho’s structure, adjusting formats and aligning fields. This customized transformation ensures that your historical and active records are migrated accurately, preserving relationships between accounts, transactions, taxes, and customers
Import to Zoho Books
After mapping, we securely import your financial data into Zoho Books. This step of the Tally to Zoho Books migration includes uploading invoices, payments, contacts, and more verifying all entries to match your original records and ensuring your Zoho Books account is ready to use
User Training & Onboarding
After your Tally to Zoho Books migration, we provide hands-on training for your team to ensure smooth adoption. Our onboarding sessions cover key features, workflows, and compliance essentials. With expert guidance and real-time support, your staff will be confident using Zoho Books from day one
Post-Migration Validation & Support
We don’t stop at import. After the Tally to Zoho Books migration, we perform detailed validation to confirm accuracy and functionality. Our support team assists with issue resolution, report checks, and user training ensuring a smooth transition and complete confidence in your new accounting system
Steps that we do for Tally to Zoho Books Migration
Learn how to migrate from Tally to Zoho Books. Import data such as the Chart of Accounts, Opening Balances, Contacts, Items, transactions, and various other modules into Zoho Books
Terminology Comparison: Tally vs. Zoho Books
Tally
- Account Masters
- Sundry Debtors
- Sundry Creditors
- Quotation / Proforma Invoice
- Receipt Vouchers
- Payment Vouchers
- Debit Note
Zoho Books
- Chart of Accounts
- Accounts Receivable
- Accounts Payable
- Quote
- Payments Received
- Payments Made
- Vendor Credits
Tally Data Export
The first step in migrating to Zoho Books is getting your data ready. Before starting the migration, you’ll need to export specific reports from Tally. These reports will be used to import your financial data into Zoho Books.
Here’s the list of essential reports to export from Tally:
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Stock Summary Report – Provides details of the opening stock quantities and values.
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Master Data – Includes chart of accounts, tax settings, customer and vendor details, and product/service items.
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Voucher Data – Contains all transaction records such as invoices, bills, receipts, and payments.
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Trial Balance Report – Shows the closing balances of all accounts to maintain accurate financial records post-migration.
Configure Your Zoho Books Organization
To set up your organization:
- Log in to your Zoho Books account.
- Click Settings in the top-right corner.
- Under the Organization section, select Profile.
- Enter your organization’s details, such as name, address, and contact information.
- Click Save at the bottom of the page.
- Stock Summary Report – Provides details of the opening stock quantities and values.
- Master Data – Includes chart of accounts, tax settings, customer and vendor details, and product/service items.
- Voucher Data – Contains all transaction records such as invoices, bills, receipts, and payments.
- Trial Balance Report – Shows the closing balances of all accounts to maintain accurate financial records post-migration.
Adding Taxes in Zoho Books
An essential part of your setup is adding the taxes applicable to your business. Zoho Books allows you to configure these based on your local tax regulations.To add tax rates:
- Go to Settings in the top-right corner.
- Select Taxes under Taxes & Compliance.
- In the Taxes pane, click on Tax Rates.
- Click + New Tax in the top-right corner.
- Enter the Tax Name and Tax Rate.
- Click Save.
Entering GST Details (If Applicable)
If your business is registered under GST, Zoho Books allows you to add your GST information during setup.To add GST details:
- Go to Settings in the top-right corner.
- Click Taxes under Taxes & Compliance.
- In the Taxes pane, select GST Settings.
- Choose Yes for Is your business registered for GST?
- Enter your 15-digit GSTIN.
- Fill in any additional details and click Save.
Why choose datahikes as your tally to Zoho Books Migration Partner
Datahikes is a Zoho Authorized Partner specializing in Tally to Zoho Books migration with a proven track record of delivering accurate and secure transitions. We start with a thorough data assessment, create complete backups, and perform customized mapping to ensure every detail is migrated flawlessly. Our team handles the entire process from data extraction to post-migration validation and training ensuring minimal disruption to your operations. With 100% accuracy guarantee, transparent pricing, and dedicated support, we make your shift to Zoho Books smooth, reliable, and future-ready. Trust Datahikes to migrate your data the right way, the first time
Seamless Migration
Datahikes ensures a hassle-free Tally to Zoho Books migration with minimal downtime. Our structured approach guarantees a smooth transition of your financial data, workflows, and settings without disrupting daily operations
Data Accuracy
We prioritize 100% accuracy in every Tally to Zoho Books migration. From ledgers to invoices, our meticulous data mapping and validation processes ensure that all records are migrated correctly and completely
Expert Support
Our experienced team provides end-to-end support throughout your Tally to Zoho Books migration. From data preparation to post-migration assistance, we guide you at every step to ensure a confident and successful switch
Consulting
Optimize your Zoho applications seamlessly with the industry’s leading consulting and integration experts
Implementation
Implement your Zoho solutions effortlessly with the industry’s #1 expert-driven deployment strategy
Integration
Seamlessly connect your Zoho apps and boost efficiency with our expert integration solutions
Customization
Tailor your Zoho applications with expert-driven customization for seamless business operations
Why Choose Datahikes for Tally to Zoho Books Migration
As a trusted Zoho Partner, Datahikes specializes in Tally to Zoho Books migration, helping businesses move from legacy systems to modern, cloud-based accounting. Our team ensures a seamless transition with custom solutions tailored to your workflows. From consultation to implementation, we focus on automation, accuracy, and integration empowering you to scale efficiently
Build Smarter. Scale Faster. Choose Datahikes – Your Tally to Zoho Books Migration Experts
In today’s fast-paced digital world, businesses need flexible solutions to stay competitive. That’s where Datahikes excels as your trusted partner for Tally to Zoho Books migration and custom business automation.
Using Zoho’s powerful low-code platform, we go beyond basic data transfers. We design tailored applications and workflows that streamline accounting processes, automate manual tasks, and fit your business model. What sets us apart is our strategic focus we don’t just migrate data, we deliver scalable solutions that solve real business challenges.
Our certified experts bring deep experience in Tally to Zoho Books migration, helping businesses modernize, automate, and grow with confidence
At Datahikes, we guide you through every step of your Tally to Zoho Books migration from discovery to deployment. Our services go beyond simple data transfer, offering:
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Custom App Development
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Workflow Automation
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Data Modeling & Integration
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Ongoing Support & Optimization
We believe technology should simplify your operations, not complicate them. That’s why our agile, collaborative approach keeps you involved throughout the process ensuring faster delivery, accurate results, and a migration strategy aligned with your business goals.
Already using Zoho apps? We’ll integrate your Zoho Books setup seamlessly across the Zoho ecosystem for a truly connected, data-driven experience.
Choose Datahikes for your Tally to Zoho Books migration and empower your business with smart, scalable, and secure cloud accounting built for long-term growth.
Deep Product Knowledge & Certified Expertise
From app design and development to deployment and post-launch optimization, Datahikes provides full-cycle support. We don’t just build apps we deliver results that improve efficiency, collaboration, and decision-making
Experts in Custom App Development
At Datahikes, we specialize in transforming your business ideas into powerful custom applications using Zoho books. Whether you’re automating workflows, managing data, or building client-facing apps, we ensure every solution is scalable, secure, and aligned with your goals
End-to-End Implementation Support
At Datahikes, we combine deep HR knowledge with Zoho Books expertise. Our team ensures smooth implementation, personalized training, and ongoing support to help you maximize ROI as your trusted Zoho Creator Partner
Business-Centric Solutions
We go beyond just writing scripts. Our team focuses on understanding your business processes, pain points, and long-term goals to craft tailor-made applications that solve real challenges and drive growth
Personalized Consultation & Agile Delivery
Every business is unique. That’s why we offer personalized consultations and agile development processes that keep you in the loop. Quick iterations and constant feedback mean faster go-lives and better ROI
Security-First, Always
We implement best practices in data privacy, access control, and compliance so your business apps are not only functional but also safe and secure
We Provide Services to
Frequently Asked Questions
What is Tally to Zoho Books migration?
Why should I migrate from Tally to Zoho Books?
What data can be migrated during Tally to Zoho Books migration?
During Tally to Zoho Books migration, we transfer master data (customers, vendors, chart of accounts), voucher data (invoices, bills), stock details, and closing balances, ensuring your financial records are fully preserved and functional in Zoho Books.
How long does the Tally to Zoho Books migration process take?
The time required for Tally to Zoho Books migration depends on the volume and complexity of your data. On average, migrations are completed within 3–5 business days, including validation and testing.
Is my data safe during Tally to Zoho Books migration?
Yes. At Datahikes, we take data security seriously. We create full backups before migration and follow secure transfer protocols to ensure zero data loss during the Tally to Zoho Books migration process
Will my GST settings be migrated to Zoho Books?
Yes, your GST-related information can be configured in Zoho Books after migration. We help you set up tax rates, GSTIN, and other compliance settings to ensure accurate filings post-Tally to Zoho Books migration
Do you offer support after Tally to Zoho Books migration?
Absolutely. Datahikes provides full post-migration support, including system checks, validation, training, and troubleshooting to make sure your transition to Zoho Books is smooth and successful
Can you customize the migration based on our business setup?
Yes, we offer tailored Tally to Zoho Books migration services. Our experts customize data mapping and workflows based on your unique business structure, industry, and operational needs
What if we’re already using other Zoho apps?
If you’re already using Zoho products, we’ll integrate your Zoho Books setup seamlessly into your existing ecosystem for a fully connected, data-driven experience after Tally to Zoho Books migration
Why choose Datahikes for Tally to Zoho Books migration?
Datahikes is a Zoho Authorized Partner with deep expertise in Tally to Zoho Books migration. We guarantee 100% accuracy, offer end-to-end support, and ensure your data is securely and efficiently migrated with zero disruption