Import with a plan first

Switching from Tally (TallyPrime)

Bring what the next month needs: your customers and suppliers, your chart of accounts, items, opening balances and the invoices and bills still open. Aqid ERP shows you the plan before it writes a row.

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What moves over

  • Customers and suppliers
  • Chart of accounts
  • Items and services
  • Opening balances at the cut-over date
  • Open customer invoices
  • Open supplier bills

What stays in Tally (TallyPrime)

  • Paid and closed documents: history is read where it was made.
  • Posted journals, payroll runs and fixed-asset registers.
  • Attachments and audit logs.

How it goes

  1. Export each list from Tally (TallyPrime) as CSV or Excel.
  2. Upload it to Imports in Aqid ERP and pick Spreadsheet (CSV or Excel) as the source.
  3. Read the plan: every row says what it will do and why, and a skipped row says why it was skipped.
  4. Approve. The same file cannot be imported twice by mistake.
  5. Match the trial balance at the cut-over date before you send the first invoice.

Getting your data out of TallyPrime

TallyPrime's help lists Excel, XML, PDF, HTML, JPEG, ASCII, SDF and JSON among its export formats. Export these to Excel and read them with the spreadsheet import:

  • Customers and suppliers: the ledgers under Sundry Debtors and Sundry Creditors
  • The chart of accounts: the list of ledgers and their groups
  • Opening balances: the trial balance on the day you switch
  • Items and stock: the stock summary, with quantities and values
  • Open invoices and bills: the outstanding bills of each customer and supplier

Questions

How long does it take?

An afternoon for a small company: five exports, five imports, one trial balance check.

Do my invoice numbers continue?

Open invoices keep their original numbers as references. New invoices follow Aqid ERP's numbering.

Can I run both for a month?

Yes, and you should: post the same month in both and compare the trial balance before you stop Tally (TallyPrime).

Switching from another system?

WafeqQoyodDaftraZoho BooksQuickBooksXeroOdooSMACCSAP Business OneOracle NetSuiteExcel or spreadsheetsFoodics

Aqid ERP in Saudi Arabia

Set up for Saudi Arabia's rules from the first day.

  • Plans from  79 a month
  • ZATCA Phase 2
  • VAT 15 %
  • GOSI & Mudad WPS
Aqid ERP for Saudi ArabiaPrices in Saudi ArabiaVAT registration in Saudi Arabia: the thresholds, the 30-day deadline and the fineGetting a VAT refund from ZATCA: the credit balance, the request and the bank accountCancelling VAT registration in Saudi Arabia: when you must, when you may, and what follows

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