Choose a company import workflow
Use QuickBooks Import or a connected bank feed with CSV upload when a company needs prior accounting history.
QuickBooks History
Use Import from QuickBooks when the prior general ledger is available as a QuickBooks Chart of Accounts CSV plus Journal CSV. The new company opens Settings > Import & Export > QuickBooks Import so the firm can check and import the files.
See Import QuickBooks financials or the QuickBooks import handoff for older Tally links.
Bank And Card Export History
When the books must be built from bank and card activity, start fresh and connect each account in Bank Feeds, requesting up to two years of history. Add anything older, or an account the bank cannot connect, with Upload CSV on the account's menu. See Upload bank or card activity from a CSV.
For unfamiliar bookkeeping files, use Tally's file-based chat import workflow.
Start Fresh
Choose Start fresh when prior detail remains in the former system. Enter opening balances at the agreed cutoff, connect current bank feeds, collect the starting statements, and begin ordinary coding and reconciliation from that date.