Choose a company import workflow
Use the supported QuickBooks or bank-export path 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
Use Settings > Import & Export > CSV Import when the books must be built from bank, card, loan, or other transaction exports. Upload every account, confirm the detected account facts and uncertain categories, review the financial preview, then import the exact checked revision.
Tally chat does not start or advance bank CSV imports. See Import bank and card history.
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.