Quick Tips

Importing QuickBooks Desktop

Peter Wen
Peter Wen

How to import QuickBooks Desktop into Tallyfor.

Tallyfor requires two reports, 1) The "Trial Balance" and 2) the "Account Listing" report. Both are found under the Quickbooks Menu item Reports/Accountant & Taxes. See screenshots below.

Reports/Accountant & Taxes/Trial Balance

Reports/Accountant & Taxes/Account Listing

In Tallyfor, on the QBD Import Card, select each file and then click "Import QBD Files".

Select both files and click "Import QBD files"