Zoho Books to Tally Migration
Budget: ₹1,500 – ₹12,500 INR
I need the complete accounting history for FY 2022-23 and FY 2023-24 moved out of Zoho Books and recreated inside Tally with zero loss of fidelity. The scope covers every invoice, expense, and all customer / vendor master data captured during those two financial years.
After import, I want a full cross-check: opening and closing balances, document counts, tax amounts, and any other control totals must match exactly between the two systems. Please plan for exhaustive validation rather than just spot checks.
In addition, I have a handful of custom reports in Zoho Books that I rely on for monthly management reviews. Replicating those same reports in Tally is part of the job; standard templates can stay as they are.
Deliverables
• Clean Tally company files for FY 2022-23 and FY 2023-24 with all invoices, expenses, and master data in place
• Re-created custom reports inside Tally, ready for use
• A reconciliation sheet (Excel or Google Sheet) demonstrating that every figure agrees between Zoho Books and Tally
• Brief hand-over note summarising any issues encountered and how they were resolved
I’ll supply export files or direct access to Zoho Books along with any reference documentation you may need.
After import, I want a full cross-check: opening and closing balances, document counts, tax amounts, and any other control totals must match exactly between the two systems. Please plan for exhaustive validation rather than just spot checks.
In addition, I have a handful of custom reports in Zoho Books that I rely on for monthly management reviews. Replicating those same reports in Tally is part of the job; standard templates can stay as they are.
Deliverables
• Clean Tally company files for FY 2022-23 and FY 2023-24 with all invoices, expenses, and master data in place
• Re-created custom reports inside Tally, ready for use
• A reconciliation sheet (Excel or Google Sheet) demonstrating that every figure agrees between Zoho Books and Tally
• Brief hand-over note summarising any issues encountered and how they were resolved
I’ll supply export files or direct access to Zoho Books along with any reference documentation you may need.