Switch from Tally

# Switch from Tally

Tally exports your masters and vouchers as XML files. Nothing else is needed. Pop Books accepts .xml from Tally.

What to export

1. In Tally, open the Gateway and press Alt+E (Export).
2. Choose Masters and set the format to XML (data interchange). Export.
3. Do the same for Vouchers (the Day Book), with the dates of the books you want.
4. In Pop Books, drop both XML files together.

Tally's sign convention and group names are among the less certain parts. Read the proof check closely.

Then, in Pop Books

1. Choose Switch from… in the side rail and pick Tally.
2. Drop in your files, or paste cells. Pop Books checks the columns and shows what it found. You can change any match.
3. Choose your cut-over date. This is the day you start in Pop Books.
4. Choose what to bring in. Balances at the cut-over date is recommended. Full general ledger history brings in every journal.
5. Run the dry run. It shows what would come in and any rows to look at. Nothing is written.
6. Choose Bring it in.
7. Download the proof check (PDF). It sets the old trial balance next to the new one at the cut-over date and lists any difference.

Good to know

• You can choose Undo this switch for 30 days. Documents are voided and entries reversed. The history keeps both.
• Credit notes and partly paid documents are not brought in as documents. They are listed as rows to look at.
• Menu names change between releases of Tally. If a name differs, look for the closest one.
• No real export from Tally has been tried yet. The steps come from its documentation.
• Pop Books never signs in to Tally and makes no network call to it.