How to move from Tally to EaseDesk, step by step

What moves, and what stays

You do not copy years of vouchers. You carry forward the position on one date:

• Masters: customers, vendors, their contacts, and items with HSN codes, units and prices.
• Balances: what each customer owes you, what you owe each vendor, stock in hand, and the closing balance of every other ledger.

Everything before the cut-over date stays in Tally, where your CA can still open it.

1. Choose the cut-over date

Pick the first day of a month, ideally of a quarter or the financial year. File the GST return for the period before it from Tally, so that one return never needs figures from two systems.

2. Export from Tally to Excel

From Tally, export to Excel:

• the list of ledgers under Sundry Debtors and Sundry Creditors, with address, GSTIN and closing balance;
• the stock summary, with quantity and value on the cut-over date;
• the trial balance as on the day before the cut-over date.

3. Set up your business in EaseDesk

Sign up, then enter your legal name, PAN, GSTIN, branch and bank account under Settings → Organisation. Set Books start from to your cut-over date. See Set up your business.

4. Import customers, vendors and items

In the Directory and under Items, click Import, download the template and paste your Tally lists into it. The templates have columns for GSTIN, state, credit limit, credit days and opening balance for each customer and vendor, and for HSN code, GST rate, unit, prices, opening quantity and opening value for each item. EaseDesk checks every row and shows what needs fixing before anything is saved.

5. Enter the other opening balances

Open Accounting → Opening balances and enter the closing balance of each remaining ledger from Tally’s trial balance: bank, cash, capital, loans, fixed assets and so on. Save once debits equal credits.

6. Check before you bill

Compare EaseDesk’s opening trial balance with Tally’s closing one, ledger by ledger. Check three totals in particular: receivables, payables and stock value. If they agree, you are ready.

7. Start billing, and invite your CA

Issue your first invoice from the new number series, invite your team with the right roles, and invite your CA with the free Chartered Accountant login.

What is different from Tally

EaseDesk is online and needs an internet connection. In return, invoices, reminders and payment links go out from the same place, each person has their own login, and nothing has to be backed up by you. If you need offline billing or payroll today, read EaseDesk and Tally before you move.