Moving your books to SnapLedger · Lesson 2 of 4

TallyPrime, part 2 — pulling the books across

1:29 · Captions: English, Arabic, French and Chinese.

Leaving Tally usually means exports, spreadsheets and re-typing — a whole history carried out by hand.

What you'll learn

  • Run the step 2 script
  • Upload every file it pulls, together
  • Watch the ledger rebuilt and checked before it's posted

Step by step

  1. The step 2 script — Step 2 works the same way. This script asks TallyPrime for the whole book: the account groups and ledgers, the balances on the day before the start date, and every voucher, month by month.
  2. Tally answers — Zuhair runs it on the Tally computer. A small book takes a minute or two. Each month is saved as its own file, in the same folder.
  3. Every file, uploaded — Back in SnapLedger, he selects every file in the folder and uploads them together. If a file is missing, or Tally answered for the wrong month, SnapLedger names it, and you simply run step 2 again.
  4. The move starts — That's everything SnapLedger needs from TallyPrime. From here, the work happens on SnapLedger's side.
  5. Rebuilt and checked — SnapLedger rebuilds Sandmoor's ledger from the vouchers, then checks every account against TallyPrime's own balances, before it posts a single entry.
  6. The books are in — Sandmoor's books are in: its opening balances on the start date, and every voucher since, each one an entry on the date Tally had it.

Years of Tally, moved in minutes, and checked against Tally's own figures. Next: the same move from Zoho Books.