If you’re moving to Tally from QuickBooks you’ll be happy to hear that you can import your customer and supplier data all in one go quickly and easily, just follow this quick step-by-step to get started.

Exporting your data from QuickBooks

In QuickBooks, click File, Utilities, Export then Lists to IFF Files.  You’ll then be presented with an option screen; tick the boxes for Customers and Suppliers and then click OK.  Save the file somewhere easily accessible like your desktop for example.

Importing into Tally

In Tally click Settings followed by Import Data then Import from QuickBooks.  Click the Choose File button and select the file you just created a moment a go, when you’re ready just hit the Upload button.  If you’ve got a lot of customers and suppliers this might take a bit of time, so feel free to go put the kettle on.  When all the data has been uploaded you’ll be shown a screen detailing the customers and suppliers that are going to be imported into Tally, to confirm just click Import.  All your customers and suppliers are now in Tally.  If you would like to import the rest of your data such as transactions and products, you’ll need to export your data from QuickBooks to spreadsheets, and then map it to our CSV templates.