Build historical books from bank exports
Use the company CSV Import workflow in Settings to turn bank and card exports into checked historical books.
The Workflow Moved To Settings
Historical bank and card imports now run in Settings > Import & Export > CSV Import for the selected company. Tally no longer starts, advances, or reviews these imports in chat.
The underlying guarded accounting workflow is unchanged: upload every account export, check the evidence, confirm the account facts, resolve uncertain vendor categories and transfer pairs, review the financial statements, then approve the exact checked package for import.
See Import bank and card history for the complete current procedure.
If an older Tally Back work program is still open, finish or cancel that saved legacy program. Start every new import from Settings.