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Tally Automation
Aug 3, 2023

Transfer Data From QuickBooks to Tally (5 Steps Guide)

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Ankit Virani

CEO

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Quickbooks has stopped its services in India from January 2023 and users are looking to migrate their data to another platform.  

It was one of the most popular accounting softwares in India and that means thousands of users have to transfer their data to other platforms. 

Transferring from Quickbooks to Tally is a natural choice and the best alternative in this case. It is the most dependable and reliable accounting software in India. 

This is a step by step guide on how you can migrate your data without making manual entries and saving time on clerical work. 

How to transfer data from Quickbooks to Tally 

1. Exporting Accounting Masters from QuickBooks

  • Go to the Menu bar >>>> click on Reports
  • Select List >>>> Select Account Listing
  • Click on Excel >>>> Select Create New Worksheet 

An excel sheet will be created with your data, but it will be without a customer and suppliers list. 

Set the format of the exported master excel sheet as Ledger-Chart-Group

2. Exporting Customers & Suppliers List

  •  Go to the Menu bar >>>>click on Reports
  •  Click on>>>> Customers & Receivables 
  •  Select>>>>Customer contact List

Now, from the Menu bar

  • Click >>>>Reports
  • Select >>>>Vendors & Payables
  • Click >>>>Vendor Contact List

Set the exported Customer or Supplier master as: 

Customer- Chart- Grouping- Contact-Phone- Email

You can change the grouping accordingly for customers and suppliers.

3. Exporting Transactions 

     a. Go to the Menu bar

     b. Click >>>>Reports

     c. Select>>>> Custom Reports 

     d. Click >>>> Transaction

     e. Select the period from and to 

After choosing the period using From and To date, you can choose the columns you require to be exported to excel in the Columns Sections and click on the Filters Tab.

Now,

     a. From Choose Filter Tab, Select>>>> Transaction Type

     b.Select “Transaction Type” from the drop-down.

     c. Press the OK button

     d. Go to Transaction details >>>>Click on Excel >>>> Select Create New Worksheet

     e. Click >>>> Advanced 

Now, go to the Advanced Excel option. Make sure to check and uncheck the QuickBooks Options, Excel Options, and Printing Options according to your export needs.

Click  OK and data will be exported to excel.

4. Manual Data Entry in Tally 

Once you get your files  exported from QuickBooks then you will be required to enter all that data into Tally

  • The exported pdfs and .xml needs to be manually entered into Tally
  • This will take loads of time and effort 
  • The process is not error-free and reliable 
  • Tally does not have the most user-friendly interface 

The best way to migrate data from Quickbooks to Tally is via an accounting automation tool 

Suvit is an AI-powered accounting automation tool that will migrate data from Quickbooks to Tally successfully eliminating clerical work. 

Once you have the files ready after exporting, you can upload the files directly in a few clicks. 

The process has multiple benefits 

  • 100% error free and automated entries 
  • Access your data from anywhere. 
  • Increased productivity with time saved 
  • Powerful accounting features at your fingertips

How to use Suvit for data entry automation?

Send to tally

What otherwise would have been hours of clerical work, Suvit automation has done it in a fraction of the time. 

Here's a step-by-step guide on how to use Suvit for data entry automation:

1. Download and Install Suvit:

First, you need to download and install the Suvit application on your computer. You can find the latest version of Suvit on their official website or through a trusted source.

Check out the below video for a quick explanation of how to install Suvit.

2. Choose a Subscription:

Once you have installed Suvit, you'll need to choose a suitable subscription plan that meets your requirements. Suvit offers various subscription options, each with different features and benefits. You can take the free trial to try out its features.

3. Connect with Tally and Internet:

After subscribing to Suvit, you'll need to connect the application with your Tally software. Suvit will establish a secure connection with Tally to facilitate the data transfer process. Also, ensure that your computer has a stable internet connection to avoid any interruptions during the migration process.

4. Prepare Exported Data from QuickBooks:

Before starting the migration process, ensure that you have the data exported from QuickBooks in an Excel or PDF format. This data will serve as the source for importing into Tally using Suvit.

5. Select the Appropriate Module in Suvit:

Suvit offers different modules for various types of data, such as Banking, Sales, or Purchase. Depending on the type of data you want to migrate, choose the appropriate module in Suvit.

6. Upload the Excel/PDF File:

Once you've selected the correct module, you can upload the Excel or PDF file containing the data exported from QuickBooks. Suvit will recognize the data and prepare it for importing into Tally.

7. Send Transactions to Tally:

After verifying the data in Suvit, click on the "Send Transactions to Tally" button. Suvit will automate the data entry process and transfer the data to Tally seamlessly, ensuring 100% accuracy and reliability.

Check out the below video for detailed step-by-step instructions on how to use Suvit:

By using Suvit, you can enjoy numerous benefits, including:
  • Eliminating the need for manual data entry: Suvit automates the data transfer process, saving you hours of clerical work.
  • Ensuring error-free entries: Suvit's AI-powered technology ensures accurate and precise data migration.
  • Increased productivity and time savings: With Suvit's automation, you can focus on more strategic tasks, improving overall efficiency.
  • Accessing data from anywhere: Once the data is transferred to Tally, you can access it from anywhere, giving you greater flexibility and convenience.

Final Words

With Suvit, you can revolutionize your accounting processes and experience a host of incredible benefits. No more spending hours on data entry – Suvit's AI-powered automation effortlessly migrates your data from QuickBooks to Tally, ensuring 100% accuracy and reliability.

Don't miss out on this opportunity to simplify your accounting processes and elevate your business to the next level. Take the 7 day free trial of Suvit now and experience the future of accounting today!

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