Move your data into ReadyBooks quickly and safely, with validation at every step.
Upload CSV or Excel files with your data. Map columns to ReadyBooks fields with a visual mapper. Preview before importing.
Import directly from Tally XML backup files. Parties, items, invoices, and ledger balances migrate cleanly into ReadyBooks.
Every row is validated before import — required fields, GSTIN format, amount checks, and duplicate detection. See and fix errors before committing.
Import customers, vendors, items, invoices, purchase bills, payments, and opening balances. Each has a downloadable template.
Export any report, ledger, list, or transaction as PDF or Excel. Your data is never locked in — take it wherever you need.
Preview imports before committing. If something looks wrong, fix it and re-import. Your existing data is never overwritten unexpectedly.
Switching accounting software does not have to be painful. ReadyBooks makes it easy.
Switch from Tally in hours
Export your Tally backup, import into ReadyBooks, and verify. Most businesses complete the migration in a single day.
No data entry needed
Import hundreds of customers, items, and invoices at once. What would take weeks of manual entry takes minutes with bulk import.
Clean, validated data
Pre-import validation catches errors before they enter your books. GSTINs, amounts, and required fields are all checked automatically.
Your data, your way
Export anything as PDF or Excel at any time. ReadyBooks never locks your data in. Switch, share, or archive whenever you need.
From old system to ReadyBooks
Whether you are coming from Tally, Excel, or another accounting tool, ReadyBooks makes the transition smooth. Import your master data (customers, vendors, items) first, then bring in transactions and opening balances.
For CA firms migrating multiple clients, the bulk import workflow scales easily. Import one client at a time with the same templates and validation. Your team learns the process once and repeats it for every client.