LedgerHQ
Use LedgerHQ

QuickBooks import with Tally

The former Tally-guided QuickBooks import now points to the supported Import & Export workflow.

The QuickBooks import is no longer run inside Tally chat. This article remains for older bookmarks and points to the current workflow.

Current QuickBooks Path

  1. Create or select the destination company.
  2. Open Settings > Import & Export > QuickBooks Import.
  3. Select the QuickBooks Chart of Accounts CSV and Journal CSV.
  4. Choose Check Files, resolve any validation errors, then choose Import QuickBooks when the preview is correct.

The self-service path is intended for an empty company. It does not replace an existing ledger. See Import QuickBooks financials and Check a QuickBooks import before importing.

When To Use Assisted Import

Use Assisted Import when staff should handle the package, the destination already contains journal activity, or the source history needs a guided review. Include the company, cutoff, source files, and the problem that needs attention.

Tally can still answer questions about the company, inspect uploaded evidence, and help review the imported books after the Import & Export workflow finishes. It does not start, preview, approve, resume, or commit the QuickBooks import.

Send an import to Assisted Import

Have LedgerHQ staff handle a QuickBooks or bank and card import package from the company Import & Export page.

Move a company from QuickBooks in the right order

Use one cutoff, one final QuickBooks export, and one clear start for live LedgerHQ posting.

On this page

Current QuickBooks Path
When To Use Assisted Import