Move from Tally ERP 9 to Xero with Confidence
Upgrade to Xero’s modern, cloud-based accounting platform with Switch My Books’s expert migration services. Fast, secure, and tailored for growing businesses. Get your free quote today!
Steps
Our Migration Process
Our smart, modern approach ensures your move from Tally ERP 9 to Xero is quick and accurate, with minimal disruption.
Planning
We review your Tally ERP 9 setup and business needs to create a custom migration plan.
Data Extraction
We securely pull your data, including accounts, transactions, and contacts, from Tally ERP 9.
Mapping & Conversion
Your data is carefully mapped to Xero, preserving multicurrency and tax settings.
Import & Testing
We import your data to Xero, run thorough checks, and provide support to ensure everything works.
Benefits of Migrating from Tally ERP 9 to Xero
Simpler Accounting
Xero offers a modern, intuitive interface that simplifies daily accounting tasks, reducing the learning curve compared to Tally ERP 9’s traditional, more manual workflows.
Cost Savings
With flexible and transparent subscription plans, Xero provides an affordable alternative to Tally ERP 9, helping small and medium-sized businesses optimize their software expenditure.
Real-Time Insights
Xero delivers real-time financial reporting and customizable dashboards, empowering businesses with instant insights, unlike Tally ERP 9’s batch-based processing.
Global Scalability
Xero supports multicurrency transactions, multiple tax jurisdictions, and extensive third-party integrations, making it ideal for businesses expanding internationally.
Why More Businesses Are Choosing Xero over Tally ERP 9
While Tally ERP 9 remains a popular choice for accounting and compliance, many businesses are opting for Xero due to its modern, cloud-based approach and user-friendly features.
|
Feature
|
Xero
|
Tally ERP 9
|
|---|---|---|
|
Ease of Use
|
Simple, intuitive cloud interface
|
Traditional desktop software, steeper learning curve
|
|
Pricing
|
Subscription-based, affordable for SMBs
|
One-time license with optional annual maintenance fees
|
|
Multicurrency Support
|
Built-in, easy to manage across multiple currencies
|
Available, but setup and management can be complex
|
|
Integrations
|
800+ third-party apps (e.g., Stripe, HubSpot)
|
Limited integrations, mostly native or through third-party extensions
|
|
Reporting
|
Real-time, customizable financial and operational reports
|
Comprehensive statutory and financial reports, but less dynamic
|
|
Scalability
|
Ideal for small to mid-sized businesses with growth potential
|
Suitable for small to medium enterprises, less flexible for rapid scaling
|
What's Included in Our Tally ERP 9 to Xero Migration Services
We ensure a comprehensive and accurate transfer of your financial data, covering every critical component of your accounting system. Here’s what you can expect to be included in your migration:
Chart of Accounts
We migrate your complete account structure, including account codes, names, types, and hierarchies—ensuring your financial framework remains consistent in the new system.
Customers & Suppliers
All contact details, billing and shipping addresses, tax settings, and payment terms for your customers and vendors are securely transferred to maintain continuity in your business relationships.
Invoices & Bills
Historical and open sales invoices and purchase bills are migrated with full line-item details, dates, references, and tax information to keep your transactional records intact.
Payments & Credits
We carry over your full payment history, including applied and unapplied payments, customer credits, supplier refunds, and any outstanding balances.
Bank Transactions & Reconciliations
All historical bank transactions, including reconciled items and bank statement imports, are migrated to provide a clear and continuous audit trail.
Journals & Adjustments
We migrate your complete account structure, including account codes, names, types, and hierarchies—ensuring your financial framework remains consistent in the new system.
Payroll Data (if applicable)
Employee profiles, salary details, pay history, deductions, tax filings, and year-to-date payroll information are all securely imported to meet compliance and reporting needs.
Attachments & Notes (if supported)
Supporting documents such as receipts, contracts, and internal notes attached to transactions or contacts are carried over to retain valuable context and history.
Free Checklist Download:
“How to Prepare for Your Software Migration”
Global Xero Migration Experts
Multicurrency Migrations
Accurate conversions for global transactions, supporting currencies like USD, EUR, GBP, and AUD.
Regional Compliance
Configuring tax settings (e.g., VAT, GST) to meet local regulations in the UK, Australia, and beyond.
Complex Setups
Handling multi-entity businesses, group structures, and custom workflows from Tally ERP 9 .
With clients in the US, UK, Australia, and more, we’re your trusted partner for global Xero migrations.
Types of Businesses We Convert to Xero from Tally ERP 9
Xero provides a modern, user-friendly cloud accounting solution that simplifies financial management compared to Tally ERP 9’s traditional desktop-based system. Here’s how they align with different business needs:
Small Businesses
SMEs looking for an intuitive, affordable, and cloud-based accounting platform to streamline bookkeeping and compliance.
E-commerce
Retailers and online stores requiring real-time inventory tracking, integrated payments, and multi-currency capabilities.
Professional Services
Consultants, agencies, and service providers seeking efficient invoicing, expense management, and project tracking.
Manufacturing
Small to mid-sized manufacturers and trading firms aiming to reduce ERP complexity while maintaining essential financial and inventory controls.
Why Businesses Trust Move My Data
When it comes to migrating your accounting software, you need a trusted partner who guarantees accuracy, security, and efficiency. Move My Data offers expert migration services tailored to your business’s needs, ensuring a seamless transition with minimal disruption. Here’s why businesses rely on us for their software migration:
Certified Advisors
Our certified specialists ensure smooth, expert-led migrations with maximum efficiency.
100% Data Accuracy Guarantee
We ensure every figure is transferred correctly, or we make it right.
Secure & Compliant Transfer
Our processes comply with GDPR and SOC 2 standards, protecting your sensitive data.
Fast Turnaround Time
Most migrations are completed within 1-3 business days to minimize operational disruption.
Custom Mapping
We tailor migrations to fit your unique data structures and custom fields
Dedicated Support
Our experts guide you every step of the way, from assessment to post-migration verification.
Ready to Switch to Xero?
Don’t let complex accounting slow you down. Move from Tally ERP 9 to Xero with our expert migration services. Get a free consultation and start saving time and money today! Request Your Free Quote
Frequently Asked Questions
Most migrations take 1-4 weeks, depending on data volume and complexity. We work quickly to minimize downtime and get you up and running.
Yes, we use secure, encrypted processes and comply with GDPR and SOC 2 standards to protect your data.
Absolutely. We specialize in multicurrency migrations, ensuring accurate currency conversions and compliance with global regulations.
We provide tailored Xero training and ongoing support to help your team master the platform and integrate add-ons.
Yes, we transfer historical transactions, financial records, and other data, ensuring a complete and accurate migration.
Seamlessly Transition to Xero with Expert Assistance
Our Xero Migration Services are designed to simplify the process of switching to Xero, ensuring that your financial data is accurately transferred, securely managed, and fully operational. Whether you are migrating from legacy software, cloud-based platforms, or custom accounting solutions, our team of experts ensures a smooth transition tailored to your unique business needs. Below is a list of migration services we offer:
Let us handle your Xero migration and take the stress out of switching platforms. Reach out today to get started!