Free worksheet · PDF
Switching to TallyPrime: data migration worksheet
Gather your company details, balances, customers, suppliers and stock in one place before you switch, so setup goes smoothly and your opening figures are right from day one.
What’s inside
- The decisions to make before any data goes in
- Company details: name, TIN, VRN, financial year and currency
- Chart of accounts and opening balance sheets
- Customer and supplier outstanding bill sheets
- Stock, bank, user and report planning tables
- What TallyPrime can import from Excel
Who it’s for
- Businesses moving from Excel to TallyPrime
- Teams leaving another accounting system
- Accountants preparing a client’s opening balances
9 sections, printable A4, with sources listed at the end.
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Empowering businesses, one step at a time
Book a free TallyPrime demo with the Powercomputers team, built around how your business already works.
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