Import bookkeeping files with Tally

Choose The Import Path

For standard QuickBooks Chart of Accounts and Journal CSV files, use Import QuickBooks financials in Settings > Import & Export. The old Tally startup/back-work program commands are retired.

Tally also supports a file-based chat import workflow for unfamiliar CSV, Excel, and text bookkeeping reports. Attach the originals or point to files in an authorized Files location, identify the destination company, and explain whether you are bringing over transaction history or opening balances.

What Tally Does

Tally reads the source, uses a compatible standard importer where appropriate, or normalizes an unfamiliar layout into supported bookkeeping records. It checks account mappings, dates, balancing, source totals, and overlap with existing activity before importing.

If you asked Tally to import, that instruction authorizes the supported workflow. Tally still needs your answer when an account, date, opening balance, or source fact is genuinely ambiguous. It must not invent a balancing amount or import overlapping history to make the job appear complete.

The workflow previews the normalized package, resolves validation issues, imports with saved progress, and verifies the stored result against source totals. A balanced trial balance alone is not proof that all source rows arrived.

Review The Result

Ask for the imported date range, record counts, source comparisons, and any rows still unresolved. Inspect the resulting reports, customer balances, and registers before posting overlapping live feeds. See Verify a company after import.

If a run is interrupted, continue the same import using its saved files and result. Do not start a second copy without checking what already posted.

For a staff-handled package, use Assisted Import.