SAFE DATA MIGRATION

Switch to akcount.in with confidence

A clear, human-reviewed migration for parties, items, opening balances, stock, GST controls and historical evidence. / पुराने सॉफ्टवेयर से akcount.in पर सुरक्षित, निर्बाध और बिना किसी डेटा लॉस के आएं।

CHOOSE YOUR STARTING POINT

Where are you moving from?

Use a copy-first process with checkpoints before anything becomes live. Original data remains 100% untouched.

Tally Prime / ERP 9 Excel, XML or JSON exports & ground-truth control reports Zoho Books CSV exports for contacts, items, invoices & balances Marg ERP Pharma/retail batch, stock, receivable & tax reports BUSY Accounting Masters, vouchers, bill-by-bill & GST control reports Vyapar Party, item, transaction & mobile backup exports myBillBook Party, item, invoice & opening-balance exports QuickBooks / Excel CSV Universal documented CSV migration pack

SAFE CUTOVER PATHWAY

8-Step Controlled Migration Protocol / 8-चरणीय नियंत्रित स्थानांतरण प्रक्रिया

Follow our structured cutover pathway to transition safely with zero data loss or broken voucher sequences.

STEP 01

Pick your migration mode

Cleanup-then-cutover (recommended): import a copy of your existing data, run AI cleanup to fix categorization gaps and duplicate ledgers, then cut over. Or parallel-run: keep old software live for 1-2 weeks while Akcount AI learns your patterns.

STEP 02

Export data from current software

In your old software, export Masters (ledgers, groups, stock items) and Vouchers for the relevant period. Also print or export your Trial Balance, Profit & Loss, and Balance Sheet as cutover ground truth.

STEP 03

Sign up free at Akcount

Create your Akcount account at zero cost. The Launch Plan includes 2,500 AI credits, full reporting, GST engine, multi-currency, and bank connection. No credit card required to start.

STEP 04

Import ledgers and vouchers

Bring your chart of accounts, parties (sundry debtors/creditors split into customers & vendors), stock items, and transaction history into Akcount. Map source groups to the Akcount standard chart.

STEP 05

Connect your bank feeds

Link your bank for automated transaction feeds. AI categorization runs against your imported history so your regular ledger postings carry forward without rebuilding rules from scratch.

STEP 06

Let Munshi Ji AI learn (1–2 weeks)

Run both systems in parallel while Munshi Ji AI learns your party-wise categorizations and GST tax mappings. Spot-check the first batch and correct any mismatches so the AI adapts.

STEP 07

Reconcile and tie-out

Run Trial Balance, P&L, and Balance Sheet in both systems as of the cutover date. Confirm totals tie out within rounding tolerance. Reconcile bank accounts and confirm party balances match exactly.

STEP 08

Cut over and archive

Once AI categorization matches manual postings and reports tie out, switch off the old software as your live system. Keep source archives for statutory 8-year retention. Akcount keeps immutable audit trails.

Comprehensive Data Types Migrated

Every field, classification, and voucher reference is preserved with zero data truncation.

Data Category	Supported Entities from Old Software	Preserved Attributes in Akcount	Verification Standard
Masters	Chart of Accounts (Ledgers & Groups), Customers (Debtors), Vendors (Creditors)	GSTIN, PAN, Billing/Shipping Address, Contact Details, Credit Terms	✔ Exact Match
Inventory	Stock Items, Stock Groups, Units of Measure, Alternate Units	HSN/SAC Codes, Tax Rates, Opening Quantity, Cost Valuation (FIFO/W.Avg)	✔ AS-2 Valuation
Opening Balances	Ledger Balances, Bill-by-Bill Outstanding Payables & Receivables	Bill Number, Bill Date, Due Date, Pending Balance, Overdue Days	✔ Trial Balance Tie-out
Transactions	Sales Invoices, Purchase Bills, Debit/Credit Notes, Receipts, Payments, Contra, Journals	Original Voucher Number continued, Narration, Tax Breakdown, Cost Centres	✔ MCA Audit Trail
Statutory Data	GST Returns History, E-Way Bill references, IRN e-Invoice Numbers, TDS/TCS	Section Codes (194C, 194J), Challan details, Place of Supply	✔ GST Portal Tally

STEP-BY-STEP PLATFORM PLAYBOOKS

Dedicated Migration Protocols by Software

Select your current software below for exact export keystrokes, ground-truth tie-out checks, and automated AI mapping rules.

TallyPrime & Tally.ERP 9 Migration Guide

Direct XML / Excel Master & Voucher Ingestion with Automatic Group Hierarchy Mapping

Top Migrated Software (68% of users)

STEP 01: EXPORT MASTERS

Gateway of Tally Export

In Tally: Alt + E > Masters > XML / Excel. Select All Ledgers, Stock Items, and Godowns. Include opening balances as of cutover date.

STEP 02: EXPORT DAYBOOK

Vouchers & Transactions

Navigate to Display More Reports > Day Book. Press Alt + F2 to set the desired date range, then Alt + E > Detailed Vouchers (XML/Excel).

STEP 03: EXPORT TIE-OUT REPORTS

Ground Truth Baselines

Print or export Trial Balance, Balance Sheet, P&L, and Sundry Debtors/Creditors as of cutover date to serve as immutable audit benchmarks.

STEP 04: AKCOUNT AI INGESTION

Automated Reconciliation

Drop XML files into Akcount Migration Portal. Munshi Ji AI validates GSTINs, maps Tally groups to standard Indian COA, and runs 100% debit-credit tie-out.

CA Assurance Note: Full support for Tally Godowns, Cost Centres, Bill-by-Bill allocations, and MCA Rule 3(1) edit log initialization.

Migrate from Tally Now →

Zoho Books Migration Guide

Seamless Cloud-to-Cloud Transfer of Contacts, Items, Invoices, Recurring Profiles & GST Returns

Direct CSV / API Backup Ingestion

STEP 01: DATA BACKUP

Zoho Complete Backup

In Zoho Books: Settings (Gear) > Data Backup > Backup Your Data. Download the generated ZIP file containing all entity CSVs.

STEP 02: EXPORT CONTACTS & ITEMS

Customers, Vendors & SKUs

Go to Sales > Customers > Export Customers and Items > Export Items. Ensure GSTIN, billing address, and HSN/SAC codes are selected.

STEP 03: FINANCIAL GROUND TRUTH

Accountant Reports

Export Reports > Trial Balance, General Ledger, Account Transactions, and Customer/Vendor Balances for your closing financial year.

STEP 04: ONE-CLICK UPLOAD

Akcount Zoho Connector

Upload the Zoho backup ZIP. Akcount translates Zoho tax tags into Indian CGST/SGST/IGST slabs and sets up invoice sequencing automatically.

Why switch from Zoho? Akcount eliminates expensive per-user add-on tiers, brings native voice invoicing, and provides autonomous GSTR-2B radar out-of-the-box.

Migrate from Zoho Books →

BUSY Accounting Migration Guide

Complete Wholesale, Trader, Broker & Multi-Godown Data Portability

Batch & Multi-Currency Support

STEP 01: EXPORT MASTERS

BUSY Administration

In BUSY: Administration > Data Export/Import > Export to Excel > Accounts & Items. Export with opening balances and GST details.

STEP 02: BILL-BY-BILL EXPORT

Outstanding Registers

Navigate to Display > Outstanding Analysis > Amount Receivable & Payable > Bill-by-Bill. Export with original bill dates and pending amounts.

STEP 03: STOCK VALUATION TIE-OUT

Stock Status (FIFO)

Export Display > Stock Status > Closing Stock (Alphabetical/Group-wise) with AS-2 valuation to lock in your initial stock registers.

STEP 04: AKCOUNT VALIDATION

Broker & Territory Import

Akcount imports BUSY Excel sheets directly, preserving broker commissions, customer tags, credit limits, and godown assignments seamlessly.

Trader Highlight: Transition away from USB security dongles and LAN-only restrictions to anytime, anywhere secure cloud access.

Migrate from BUSY Now →

Marg ERP (Pharma & Retail) Migration Guide

Zero-Loss Migration for Drug Licenses, Batch Numbers, Expiry Dates, PTR/PTS & Free Schemes

Pharma & FMCG Specialist Protocol

STEP 01: EXPORT BATCH STOCK

Batch, Expiry & MRP

In Marg: Reports > Inventory Report > Batch-wise Stock > Excel Export. Ensure Batch No., Expiry, MRP, PTR, and Rack details are exported.

STEP 02: PARTY & DRUG LICENSE

Chemist & Stockist Masters

Go to Masters > Ledger Master > Modify Ledger > Export to Excel. Preserves DL No. (20B/21B), FSSAI No., GSTIN, and Route/Beats.

STEP 03: OUTSTANDINGS & SCHEMES

Receivables & Credit Limits

Export Books > Outstandings > Bill-by-Bill Debtor Ledger. Akcount captures bill aging, credit days, and historical payment performance.

STEP 04: AKCOUNT PHARMA ENGINE

Near-Expiry & E-Invoicing

Imported stock activates Akcount's near-expiry radar (90/60/30 days alerts), automated B2B e-invoicing, and instant WhatsApp billing for retail chemists.

Pharma Compliance: 100% compliant with Drugs & Cosmetics Rules, automated composition tracking, and Schedule H/H1 warning registers.

Migrate from Marg ERP →

QuickBooks Online (India Rescue Migration)

Complete Cloud Archival & Modern Indian GST ERP Replacement for Discontinued QBO India Accounts

8-Year Historical Statutory Archival

STEP 01: FULL EXPORT PACK

QBO Gear Icon Export

In QBO: Gear Icon > Tools > Export Data. Download all Excel sheets: Chart of Accounts, Customers, Vendors, Products & Services, and Journal Entries.

STEP 02: GENERAL LEDGER ARCHIVE

Full Historical GL

Run Reports > General Ledger > All Dates and export to Excel/CSV. This protects your business against Section 44AA / MCA 8-year audit inquiries.

STEP 03: AKCOUNT QBO CONVERTER

COA Translation

Upload QBO Excel files. Akcount auto-converts QuickBooks account structures into standard Indian Schedule III financial formats with zero manual re-entry.

STEP 04: INDIAN GST ACTIVATION

Live Statutory Compliance

Get what QBO never gave you in India: automated GSTR-1, 3B, 2B radar, NIC E-Way bills, and MCA Rule 3(1) tamper-proof audit trails.

Safety Guarantee: All historical QBO journals remain drillable and searchable within Akcount forever with immutable timestamps.

Migrate from QuickBooks →

Vyapar & myBillBook Upgrade Guide

Upgrade from Basic Mobile Billing to Full CA-Grade Double-Entry ERP & Audit Trail

Single-Entry to True Double-Entry Upgrade

STEP 01: EXPORT EXCEL BACKUP

Vyapar / myBillBook Backup

In App: Settings > Backup & Restore > Export All Data to Excel. Download Party list, Item stock list, and all Sale/Purchase transactions.

STEP 02: PARTY & BALANCE CHECK

Receivables & Payables

Export Party Statement / All Parties Report with closing balance. Confirm net receivables and payables match your operational books.

STEP 03: AUTO DOUBLE-ENTRY SYNTHESIS

Akcount Financial Engine

Akcount converts basic billing entries into balanced debit-credit journal vouchers, creating real General Ledgers and Trial Balances ready for statutory audit.

STEP 04: SCALE WITHOUT LIMITS

Multi-Device & CA Portal

Unlock unlimited users, web + mobile sync, automated WhatsApp invoice dispatch, and direct CA login access without sharing raw desktop backup files.

Grow Beyond Basic Billing: Eliminate duplicate data entry between your billing app and your accountant's accounting software.

Upgrade from Vyapar / myBillBook →

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Universal Excel & Custom ERP (CSV Migration)

Standardized Import Templates for SAP, Oracle, Navision, Custom Software & Legacy Spreadsheets

Universal CSV Migration Toolkit

STEP 01: DOWNLOAD TEMPLATES

Pre-Formatted CSVs

Download Akcount's 4 standardized templates: (1) Chart of Accounts, (2) Customers & Vendors, (3) Stock Inventory, (4) Opening Balances.

STEP 02: PASTE & VALIDATE

GSTIN & PAN Checksums

Paste your existing ERP records. Akcount client-side parser immediately flags malformed GSTINs, missing HSN codes, and unmatched debit-credit totals.

STEP 03: SANDBOX PREVIEW

Draft Isolation

Review imported records in a sandbox tenant. Check party closing balances, trial balance, and tax rate buckets before committing to production.

STEP 04: INSTANT CUTOVER

Live with 1-Click Rollback

Approve migration with digital sign-off. If any ledger discrepancy is found post-migration, perform an instant 1-click snapshot rollback anytime.

Enterprise Data Migration: Dedicated migration engineer provided for enterprises migrating 100,000+ vouchers.

Download CSV Migration Pack →

REPORT READINESS

25+ reports, with honest status labels

Four calculation engines are verified in the current code audit. Other reports are labelled as module data or build-and-verify work—not falsely advertised as production-ready.

Live calculation Module data available Build and verify

Trial BalanceLive calculation

Profit & LossLive calculation

Balance SheetLive calculation

GST Sales SummaryLive calculation

Cash PositionModule data

Bank PositionModule data

Sales RegisterModule data

Purchase RegisterModule data

Party LedgerModule data

Customer OutstandingModule data

Supplier OutstandingModule data

Stock SummaryModule data

Item MovementModule data

Day BookBuild & verify

General LedgerBuild & verify

Cash BookBuild & verify

Bank BookBuild & verify

Receivable AgeingBuild & verify

Payable AgeingBuild & verify

Cash Flow StatementBuild & verify

Fund FlowBuild & verify

Ratio AnalysisBuild & verify

Cost Centre P&LBuild & verify

GSTR-1 WorkpaperBuild & verify

GSTR-3B WorkpaperBuild & verify

GSTR-2B ReconciliationBuild & verify

HSN SummaryBuild & verify

TDS PayableBuild & verify

E-Invoice RegisterBuild & verify

E-Way Bill RegisterBuild & verify

Slow-moving StockBuild & verify

Audit Trail ExportBuild & verify

Production rule: each planned financial/GST report still needs tenant-isolation tests, reconciled sample books and accountant/CA review before its status can change to Live.

SAFE SWITCH

Ready to migrate with zero downtime?

Keep your backup and reports ready. The import remains a draft until totals are reviewed and approved.

Start with a review copy / समीक्षा कॉपी शुरू करें 📞 Priority Care: +91 6203699390