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About 10 minutes · reviewed 2026-10-12

How to switch from Tally to Billing Software by Betterwork in 10 minutes

You do not have to leave Tally to get fast, mobile GST billing. Export your stock items, party ledgers and outstanding balances from TallyPrime to Excel, import them into Billing Software by Betterwork on a 30-minute onboarding call, and start invoicing from any phone the same day. Your CA keeps posting the books in Tally from our sales export.

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What you need from Tally

  • Stock items with HSN, unit and rate
  • Sundry debtors (customers) with GSTIN and contact details
  • Outstanding receivables as opening balances
  • Last invoice number, so numbering continues

Step by step

  1. 1

    Export masters from TallyPrime

    In TallyPrime, export Stock Items and Ledgers (Sundry Debtors) to Excel from the respective master lists, and export the Outstanding Receivables report. Keep the default column layout; we map the columns for you.

  2. 2

    Send us the files

    Upload them in your onboarding form or WhatsApp them to our team. We check columns, units and GST rates and flag anything odd (duplicate parties, missing HSN codes) before import.

  3. 3

    Set your invoice template

    On the 30-minute onboarding call we add your logo, colours, columns, bank details, terms and language, and set your invoice numbering to continue from your last invoice number.

  4. 4

    Import and verify

    We import items, customers and opening balances, then you check five random customers and ten items against your old system. Fix anything on the spot.

  5. 5

    Bill in parallel for one day

    Create your first real invoices in Betterwork while your old system stays open. Compare totals and tax. After one clean day, switch fully.

  6. 6

    Keep the old software read-only

    Do not delete it. Keep it for historical records and for your CA until the financial year closes; Betterwork holds everything from the switch date onward.

  7. 7

    Round-trip to Tally for your CA

    Each month, export the sales register, receipts and credit notes from Betterwork; your CA imports them into Tally or posts them as journal entries. GST filing continues exactly as before.

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Switching from Tally: FAQ

Do I lose my old Tally data?

No. Tally stays on your PC with all history. Betterwork starts from the switch date with your opening balances; both can be open side by side.

Will my CA accept invoices from Betterwork?

Yes. Invoices carry every field a GST tax invoice needs, and the sales register exports in a format your CA can import or post into Tally.

Can I keep my invoice numbering?

Yes. Tell us your last invoice number and the format; we set numbering to continue, which GST rules allow as long as numbers stay unique within the financial year.

How long does the whole switch take?

Exporting takes about 10 minutes; the onboarding call is 30 minutes; most businesses bill fully in Betterwork from day two.

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