Migration
Moving to TatvaBooks? Start without re-keying your masters.
Import your customers and suppliers from a CSV, set your opening balances, and run alongside your old system until you've filed a clean GST cycle. During the private beta, our CA team helps you do it — at no cost.
What comes over
Your masters, in minutes. Your history, kept safe.
From
Tally ERP 9 / TallyPrime
Start without re-keying your masters.
Export your masters from Tally and upload the CSV. We import your customers and suppliers so you're not typing them in again. You set the opening balances as on your cut-over date, then keep Tally read-only and run the two in parallel.
Read the full guideWhat we bring over today
- Customers & suppliers (CSV) — name, GSTIN, address
- Stock items — set up with our help
- Opening balances — set on the cut-over date, with our help
- Historical vouchers stay in Tally during the parallel run
From
Zoho Books
Already on cloud — move to one built for India.
Zoho Books exports masters to CSV. We import customers and suppliers, you set opening balances, and you keep Zoho read-only as your historical archive until you've filed a clean GST cycle from TatvaBooks.
Read the full guideWhat we bring over today
- Customers & suppliers (CSV)
- Stock items — set up with our help
- Opening balances — set with our help
- Run in parallel — history stays in Zoho
From
QuickBooks Online
Onto a Schedule III chart of accounts.
Export your customers and suppliers to CSV and we import them onto an India-default, Schedule III chart of accounts. Opening balances are set on the cut-over date, and you keep QuickBooks for your historical data.
What we bring over today
- Customers & suppliers (CSV)
- Stock items — set up with our help
- Schedule III chart of accounts, ready out of the box
- Opening balances — set with our help
From
Excel / Google Sheets
If you've been running on a spreadsheet, this is the upgrade.
Send us your customer and supplier lists in a CSV. We import them and help you set up items and opening balances so your books open with the right figures from day one.
What we bring over today
- Customer / supplier lists (CSV)
- Stock items — set up with our help
- Opening balances — set with our help
- A real double-entry ledger underneath, from the start
From
Vyapar
Outgrown single-device billing? Move to the cloud.
Vyapar exports your parties and items to Excel. We import them, help you set opening balances and stock on the cut-over date, and you keep Vyapar read-only as your archive while you run in parallel.
Read the full guideWhat we bring over today
- Parties (customers & suppliers) + items via Excel
- Opening balances & stock — set with our help
- Cloud, multi-user books + payroll on tap
- Run in parallel — history stays in Vyapar
From
Busy
Same accounting depth. No more per-machine licences.
Busy exports your masters — account ledgers, parties and items — to Excel/CSV. We import them, help you set opening balances on the cut-over date, and you keep Busy read-only while you run in parallel. Same voucher-and-ledger language, now on the cloud.
Read the full guideWhat we bring over today
- Account ledgers, parties & items via Excel/CSV
- Opening balances & stock — set with our help
- Cloud, multi-user books + payroll, no AMC
- Run in parallel — history stays in Busy
From
myBillBook (FloBiz)
Graduate from billing to books.
myBillBook exports your parties and items to Excel. We import them, help you set opening balances and stock, and you step up from a billing app to full double-entry accounting with GSTR-2B reconciliation and payroll.
Read the full guideWhat we bring over today
- Parties (customers & suppliers) + items via Excel
- Opening balances & stock — set with our help
- Full double-entry, CA-ready books + payroll
- Run in parallel — history stays in myBillBook
From
Marg ERP / others
If it exports a CSV, we can take the masters.
Most Indian accounting tools export their masters to CSV. If yours does, we can import your customers and suppliers — and we'll tell you honestly on the first call what comes over and what stays behind.
What we bring over today
- Customers & suppliers (CSV)
- Stock items — set up with our help
- Opening balances — set with our help
- Honest scoping on the kickoff call
The process
A few steps. No big bang.
01
Day 0
A quick call
20–30 minutes with someone on our team. What you're on today, what to bring over, and the cut-over date you want to start from.
02
Day 1
Export your masters
From your current system, export customers and suppliers to CSV. We'll show you exactly which export to use.
03
Day 1
Import + opening balances
Upload the CSV and we import your masters. Then we help you set opening balances as on the cut-over date, so your Trial Balance ties to last year's audited closing.
04
Day 1 onward
Run in parallel
Keep your old system read-only for its history. Post new transactions in TatvaBooks and reconcile at month-end. Nothing is lost — both sets of books are there.
05
First cycle
Your first GST cycle, together
We stay on WhatsApp through your first GST cycle. Once you've filed one clean cycle from TatvaBooks, the old system retires.
What we promise
Four promises we'll put in writing.
No lock-in, ever
Export your ledgers and reports to CSV anytime, at no charge. Your data is yours — there's no hostage situation if you decide to leave.
Your history stays safe
We don't touch your old system. Keep Tally or Zoho read-only as your historical archive for as long as you like — most firms keep it licensed for six to twelve months.
A real person, not a ticket
During the beta, someone on our team — Indian CAs — helps you get set up and answers on WhatsApp. The same people who build the product help you onboard.
We'll tell you what we can't do
If something you rely on isn't in TatvaBooks yet, we'll say so on the first call — not after you've switched. That's the whole point of books that tell the truth.
What it costs
Beta onboarding — included, no cost.
During private beta we help you get set up at no cost: the kickoff call, importing your masters, setting opening balances, a go-live walkthrough and a hand on your shoulder through the first GST cycle. Public-launch pricing is still being finalised.
Talk to a CA on our team
+91 80 4718 7300
Mon-Sat · 10am-8pm IST
Or email support@tatvabooks.com — a CA will respond within 4 working hours.
Frequently asked
Before you switch.
What actually comes over when I switch?
Your masters — customers and suppliers — imported from a CSV, so you're not re-keying them. You set your opening balances as on the cut-over date (we help), and historical vouchers stay in your old system, which you keep read-only and run in parallel. Automated migration of historical transactions is something we're building; we'll be honest about where it is when you call.
How long does it take to get going?
Importing masters takes minutes. Setting opening balances and getting comfortable takes a session or two. Most solos and small businesses are posting live within a day or two. A CA firm onboarding several client books works through them over a few weeks.
Is the beta onboarding really free?
Yes. During private beta we help you get set up at no cost — we're still learning how each source system behaves, and doing this work alongside you is how we make the product better. Public-launch pricing is still being finalised.
Do you import opening balances automatically?
We import the masters; opening balances are set as on your cut-over date with our help, and you sign off that your Trial Balance ties to last year's audited closing. We'd rather you confirm the numbers than have us guess them.
Can I run my old system and TatvaBooks in parallel?
Yes, and we recommend it. Keep the old system read-only for your history, run new transactions in TatvaBooks, and reconcile at month-end. Once you've filed one full GST cycle from TatvaBooks comfortably, the old system retires.
What about multi-company Tally setups?
Each company becomes its own TatvaBooks company, with its own GSTIN, chart of accounts and opening balances. We bring the masters over one company at a time and help you set each one's openings.
Is the onboarding team in-house or outsourced?
In-house, in Pune. The people who help you onboard are Indian CAs on our own team. We don't outsource the part of your switch that matters most.
No reason to wait
Tally is fine. TatvaBooks is the next ten years.
Bring your masters over, set your opening balances, and run a parallel cycle. If TatvaBooks doesn't make your month-end cleaner, you've lost nothing — your old books are still there.