How to Migrate from Tally to Zoho Books in 2026 – A Practical Step-by-Step Guide

How to Migrate from Tally to Zoho Books – Step-by-Step Guide (2026) As many small and medium businesses in India and Kenya move toward cloud accounting, migrating from Tally to Zoho Books has become a common requirement. This guide explains the process in simple steps. Why Businesses Choose Zoho Books • Access your accounts from anywhere using mobile or desktop • Automatic bank reconciliation • Better GST and VAT compliance tools • Multi-currency support • Real-time reports and dashboards Preparation Before Migration 1. Take a complete backup of your Tally data 2. Reconcile all accounts and clear any pending entries 3. Decide which financial year data you want to migrate 4. Choose a quiet period (preferably start of a new quarter) Step-by-Step Migration Process Step 1: Set up Zoho Books Create your organization, configure currency, tax rates, and chart of accounts. Step 2: Export Data from Tally Export the following in Excel/CSV format: • Chart of Accounts • Customer and Supplier list ...