Zoho Books setup, Tally migration and bookkeeping for Indian businesses
We move your books from Tally to Zoho Books, set Zoho up for GST and e-invoicing, and keep the books current every month. Your CA stays in charge of filings and audit.
We work with
- Tally
- Zoho Books
- Zoho Inventory
- Zoho Bigin
- Zoho SalesIQ
- Zoho Bookings
Sample reconciliation
Dummy figures, for illustration
| Ledger | Tally (₹) | Zoho Books (₹) | Status |
|---|---|---|---|
| Sundry Debtors | 10,00,000.00 Dr | 10,00,000.00 Dr | Matched |
| Sundry Creditors | 6,00,000.00 Cr | 6,00,000.00 Cr | Matched |
| Bank account | 2,00,000.00 Dr | 2,00,000.00 Dr | Matched |
| Closing stock | 8,00,000.00 Dr | 8,00,000.00 Dr | Matched |
| Output CGST | 50,000.00 Cr | 50,000.00 Cr | Matched |
Where most businesses are stuck
Tally lives on one computer
Only one person can see the books, and nobody remembers when the last backup was taken.
The month closes late
Bank entries are keyed in from statements weeks later, so the numbers you see are old.
GST data is rebuilt every month
Someone exports to Excel, fixes the rates and invoice numbers by hand, and sends it to the CA.
Stock and books disagree
The godown count, the billing software and the accounts each show a different closing stock.
What we do
Tally to Zoho Books migration
Ledgers, opening balances, vouchers, stock and bill-wise outstanding, checked against Tally before go-live.
How migration worksZoho Books implementation
GST settings, e-invoicing, bank feeds, roles and templates set up for the way you actually work.
See the setup checklistMonthly bookkeeping
We keep your Zoho Books up to date and close the month. Your CA stays in charge of filings and audit.
What a month looks likeHow a Tally migration runs
- 1
Check the Tally data
We go through your ledgers, parties and items first. Duplicate parties and wrong GST rates are listed for your CA to decide on. - 2
Practice load in a test org
The full data goes into a separate Zoho Books test organisation. Nothing touches your real books yet. - 3
Match every year
Trial balance, customer and vendor ageing and the monthly GSTR-1 summary are compared with Tally. Differences are fixed and recorded. - 4
Go live, keep Tally for reference
We switch at a month or quarter start. Tally stays read-only, and your CA gets a reconciliation report.
The effort depends on the number of years you bring over, GST registrations, stock with batches, cost centres and how clean the party list is. We tell you where you stand after the readiness check.
What your CA gets
- Your CA can be given access to Zoho Books directly
- Filings, audit and advice stay with your CA
- Clean books and the working papers they ask for
- A reconciliation report at go-live
Your CA stays in charge
We do not replace your CA. Our job is to hand your CA clean books, matched reports and the working papers they ask for.
Aspara Technologies is based in Chennai and an official Zoho Partner. Our founder is a certified Zoho Books and Zoho ERP trainer, so training your staff is part of how we work, not an extra.
Recent work
Building-materials distributor
Three financial years plus the current year moved from Tally across two GST registrations. Trial balance matched for every ledger at each year end; completed in five weeks.
D2C skincare brand
Monthly bookkeeping with gateway and marketplace settlements reconciled. Unreconciled difference came down from ₹3.8 lakh to under ₹15,000 in the first quarter.
Industrial packaging trader
Zoho Books live in four weeks with three warehouses, e-invoicing and e-way bills, and the first GST return filed from Zoho in month one.
Client details and figures changed to protect confidentiality.
Guides
Questions owners ask us
Have a question that is not here? Book a call and we will go through it with you.
How long does a Tally to Zoho Books migration take?
It depends on how many years of history you want, how many GST registrations you have and whether you keep stock. A services company with no inventory can be done in a couple of weeks. A distributor with several years of data, two states and batch-wise stock takes longer, because every year is matched with Tally before go-live. We give you a date once we have seen your data.
Will I lose my old Tally data?
No. Your Tally data is not changed or deleted. We bring in ledgers, opening balances, vouchers for the years you choose, stock and bill-wise outstanding, and keep Tally available read-only after go-live so you can always look back.
Does my CA still handle GST returns and audit?
Yes. We prepare the data and your CA stays in charge of filings and audit. Your CA can be given access to Zoho Books directly, so there is no more waiting for Excel files at month end.
What does it cost?
Pricing is worked out per requirement. It is competitive and fixed in writing before we start. We begin with a free readiness check of your Tally data, GST set-up and stock, so the quote is based on what is actually there.
Do you work only with businesses in Chennai?
We are based in Chennai, and we work with businesses across India.
Not sure where to start?
Book a call and we will do the free readiness check on your Tally data and GST set-up. You get a clear plan and a fixed price in writing before any work begins.