Steps for QBT Migration to Tally


  1. Visit Link for QBT Migration: https://app.planetsol.co.in

    2. Step 1

  2. Click on “Sign in with QuickBooks Intuit”.

    3. Step 2

  3. Login with your QuickBooks credentials.

    4. Step 3

  4. Click “Add Company”

    5. Step 4

  5. Select companies to migrate.

    6. Step 5

  6. List of Companies which are added for Migration.

    7. Step 6

  7. Select Migration Plan for getting data in TallyPrime from QuickBooks.

    8. Step 7

  8. Click On “Pay” to proceed for payments.

    9. Step 8

  9. Provide details as per instruction (Your Phone Number and Email to get payment confirmation).

    10. Step 9

  10. Select Payment method.

    11. Step 10

  11. Proceed for payment

    12. Step 11

  12. Wait for payment process completion.

    13. Step 12

  13. Payment Success Message.

    14. Step 13

  14. Save the “Email” and “Desktop Token” from Profile page and use it for migration from Desktop App.

    15. Step 14

  15. Open TallyPrime and Create a Company with same name as in QuickBooks Online. If multi-currency is applicable then change “Number of Decimal Places” to 4 from 2 on Company alteration screen.

    16. Step 15

  16. Enable F-11 Features in TallyPrime with same features as in QuickBooks Online

    17. Step 16step16.jpg

  17. Enable ODBC Service with Full access to IP address and ODBC Port where TallyPrime is running

    18. Step 17

  18. Download “Desktop App”.Download now

    19. Step 18

  19. Locate “Email” and “Desktop Token” from profile and login into Desktop App.

    20. Step 19

  20. Enter TallyPrime ODBC details in “Tally Host” and “Port” to check the connection of Desktop App and TallyPrime. On successful connectivity you get a message “Tally connection tested good”.

    21. Step 20

  21. Select the company to migrate from the dropdown with same company name created in TallyPrime.

    22. Step 21

  22. After company selection, the app will display “Duplicate Report”, “Master and Voucher Count” and “Success message” of completion of Master and Voucher counts.

    23. Step 22

  23. First Click on “Migrate all Masters” to migrate all masters or individually migrate them one-by-one. On successful migration of masters you can check Statistics report of TallyPrime.

    24. Step 23

  24. After Master migration, click on “Migrate all Vouchers” to migrate all vouchers or individually migrate them one-by-one. On successful migration of vouchers you can check Statistics report of TallyPrime.


    25. Step 24

  25. Verify the counts in “Desktop App” and “Statistics report of TallyPrime” for successful data migration from QuickBooks Online to TallyPrime.

    26. Step 25