Move a company from QuickBooks with Tally

Before You Begin

Export the final Chart of Accounts CSV and Journal report CSV from the same QuickBooks company at the same point in time. Tally needs both — the journal supplies the entries and the chart supplies the accounts they map to.

Agree the cutoff date first. See Choose how to start or move a company.

Start The Guided Import

1. Open Companies and select New company.
2. Enter the Company Name, Slug, and the first owner's details.
3. Under Chart of accounts, choose Import from QuickBooks.

On a Tally firm this choice reads "Starts empty and opens Tally to guide the Chart of Accounts and Journal CSV import." The company is created with an empty chart, and Tally opens with the import ready:

QuickBooks import is ready for Blue Harbor Dental. Drop the Chart of Accounts CSV and the Journal report CSV from QuickBooks Online. I will preview the pair before anything posts to the books. After import, we can confirm reconciliation starting points.

You can also point the program at a company that already exists rather than creating a new one.

Attach Both Files

Drop both CSV exports into the Tally conversation. Keep them exactly as QuickBooks produced them so the headers are recognized.

Tally reads the pair, checks that the journal maps to the chart, and reports account, transaction, and posting-line counts along with the date range it found. Nothing is written to the books at this stage.

Answer What Tally Asks

Tally researches the exports first and asks only what the files cannot establish on their own — an unclear account type, a start date, an ambiguous mapping. Questions arrive in small batches with a recommended answer first.

Answer the batch and Tally continues. It should not re-ask for a file that is already in the conversation.

Approve The Preview

Before anything posts, Tally prepares a financial preview of the resulting books. Review it against QuickBooks at the cutoff:

• the Income Statement and Balance Sheet;
• trial-balance equality;
• the source-row counts and what happened to each row;
• the account structure the chart produced.

Choose Approve only when the preview reflects the accounting you expect. Choose Needs changes when Tally should repair something and produce a new revision. Approval applies to that exact revision.

After The Import

Tally offers to confirm reconciliation starting points once the import is posted. Accept that — it is what lets Tally reconcile from statements take over the ongoing work.

Then run the verification pass yourself: Verify a company after import.

Connect the company's banks and cards when you are satisfied with the imported books, and begin posting only activity dated after the cutoff. See Connect a bank or credit card.

Resume Or Recover

If you left before finishing, open Tally and continue that company's conversation — the program is saved with its next action rather than starting over.

If the guided import cannot proceed, the manual path in Settings > Import & Export remains available for the same two files. See Move a company from QuickBooks in the right order.

If an import posted the wrong books, create a support ticket with the company, the export file names, and what the totals should have been. Do not correct a bad import with offsetting journal entries.