Migrate QuickBooks Data to TallyPrime

Migrate QuickBooks Data to TallyPrime

With a few clicks, you can easily migrate data from QuickBooks to TallyPrime. After migration, you can use the specially built reports to verify the accuracy of the migrated data.

Intuit has announced the discontinuation of QuickBooks in India from April 2023. Current users of QuickBooks are looking for another business solution to run their daily business. As many users have reached out to Tally Solutions for seamless migration of data in QuickBooks to TallyPrime, a tool is made available to reliably migrate your company data to make it compatible with TallyPrime.

The migration tool is provided as an account TDL that can be linked to your TallyPrime. You just need to check the eligibility of your Serial Number to use the TDL and update your license. Once your license is updated, the migration tool-specific options are included in TallyPrime.

Migration of QuickBooks data to TallyPrime is a three-step process.

  1. Download QuickBooks data.
  2. Extract the downloaded data.
  3. Import the data to a new Company in TallyPrime.

After migrating the data, verify your data by checking the migration-related reports in TallyPrime. Once the data is verified and accepted, rest assured your journey with TallyPrime is smooth. You can start recording your transactions in TallyPrime.

Prerequisites to Migrate QuickBooks Data

  • The only prerequisite to migrate QuickBooks data is that you need TallyPrime Release 1.0/TallyPrime Edit Log Release 2.1, or later.

If you already have a license, but not the required version of Tally, you need to upgrade. Refer to Upgrade to TallyPrime and TallyPrime Edit Log for the steps. In case your TSS has expired, refer to for the steps to renew the subscription.
Planning to buy a new license of TallyPrime, If you want to try TallyPrime, before taking a decision to move, click to get a 7-day free trial version.

Update Your TallyPrime License to Use QuickBooks Data Migration Tool

  1. Check the eligibility of your License Serial Number and link the migration tool.
    1. Click here to check the eligibility of your Tally Serial Number.
    2. Enter your Tally Serial Number, and click Check Eligibility.
    3. If your license is eligible for migration of QuickBooks data, you will get a confirmation message.
      If the Tally Serial Number is not eligible to link the QuickBooks migration tool, you will get appropriate messages and act accordingly.
    • Click Submit.
      You will get a success message.

2. Update your TallyPrime license.

  1. Start TallyPrime.
  2. Press F1 (Help) > Settings > License > Manage License > F5 (Update).
    • In the Update License screen, enter the administrator e-mail ID and Tally.NET password.
  3. Press Enter to update your license.

The migration tool gets integrated, and you will get the required options in TallyPrime to migrate the data from QuickBooks.

To remove the QuickBooks data migration tool from your TallyPrime account, send an e-mail to support@tallysolutions.com from your registered e-mail ID along with your License Serial Number.

Download Your QuickBooks Data

Once the migration tool is enabled in TallyPrime, you can start downloading the data from your QuickBooks account.

By default, the download option in TallyPrime downloads QuickBooks data from 01-Apr-2015 till today. All the data will be downloaded together and can be imported to a single TallyPrime Company.

In case your data is big, you can apply the period filter in the TallyPrime download option to download data for a specific period. This period can be each financial year if the data is very big, or a set of years depending on the volume of data. When you are using a specific period, you can also download data prior to 01-Apr-2015.

  • Open TallyPrime.
  • Go to Import Download Data.
  • To download complete data, or for a specific period.
  • Click Download to get all the data in the QuickBooks company.
    OR
    Click Configure to download the data for a specific period.
    Enter the beginning and end date for which the data is to be downloaded. Press Enter.
    Click Download.
  • Refer to the below table to understand the behavior of this configuration.
    Sl. No. From To Result
    1 Blank Blank Downloads the data from 1st April 2015 to today. Even if the data is available prior to 1st April 2015, it downloads only from 1st April 2015.
    2 Blank 12th December 2022 Downloads the data from 1st April 2015 to 12th December 2022.
    3 1st January 2014 Blank Downloads the data from 1st January 2014 to today.
    4 1st January 2014 12th December 2022 Downloads the data from 1st January 2014 to 12th December 2022.
  • If you are logging in to QuickBooks for the first time from TallyPrime, you will get the following message.

    • Click Connect to get the connection with Intuit and displays the login page.
  • Enter your QuickBooks User ID or E-mail and Password.
  • Click Sign In.
    • If you have a single company, the download will start directly.
    • If you have multiple companies, it displays the company selection screen. Select the company which you need to download.
  • Click Next to start the data download as per the configuration. Once the download is completed you will get a success message. 

Based on the browser settings, QuickBooks data gets downloaded to a folder on your computer. Time taken to download depends on the volume of data.

Once the download is completed you will get a success message.

Extract Downloaded QuickBooks Data

  1. Open TallyPrime.
  2. Go to Import Extract Data from Zip File.
  3. Select the zipped file from the folder the data is downloaded in the field Zip File Name.
  4. The field Path of the downloaded zip file and filename gets copied.
  5. Browse and select the Path to extract data from the zip file.
    By default, it selects the TallyPrime application path.
  6. Press Enter.

All the extracted files are stored in the specified folder.

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