Switch to TallyPrime

Switching to TallyPrime, step by step

Moving your books is easier with a plan. Here’s how businesses move onto TallyPrime with Powercomputers, from the first demo to your first month live.

The steps

From demo to live

  1. 01

    See it on your own business

    A free demo built around how you invoice, stock and report today, so you know what changes before you commit.

  2. 02

    Choose the licence and setup

    Silver, Gold or TallyPrime Server depending on how many people work at once, installed on your computers or our cloud server.

  3. 03

    Prepare your data

    Chart of accounts and opening balances, customers and suppliers with their outstanding bills, stock items with units, godowns and opening stock, and your VAT details.

  4. 04

    Bring the data across

    TallyPrime imports masters and transactions from Excel, so lists and balances exported from your current system can come straight in.

  5. 05

    Configure the extras

    Invoice formats, Power VFD for TRA invoices, Powerpack controls and any custom reports you need from day one.

  6. 06

    Train, go live, get support

    Practical training for your team, in-house, on-site or remote, then day-to-day support once you’re live.

Getting your data ready? Read the full preparation checklist.

FAQ

Frequently asked questions

TallyPrime imports masters (ledgers, stock items and the like) and transactions from Excel. If your current system can export them to Excel, we bring them into TallyPrime during setup. Tell us what you use in the demo and we’ll check the export.

A clean start date, such as the beginning of a month or of your financial year, makes opening balances simpler to carry over. We’ll agree the date with you when we plan the move.

It depends on how much data you have, how many users and locations, and what needs customizing. We’ll give you a plan after the demo.

No. Keep your old system or files for reference, and carry the opening balances and open bills you need into TallyPrime.

Plan your move to TallyPrime

Book a free demo and we’ll map out the switch for your business: licence, data, setup and training.

We’ll reply by email or phone to arrange your demo.