Migration to Tally Prime 7.0 – Complete Upgrade Checklist

Published on: 21-11-2025 Call CA Tally HelpDesk +91 9205471661, 8368262875

Introduction

Tally Prime 7.0 is an advanced and improved version of Tally that brings better speed, automation, SmartFind search, GST accuracy, and easier data management. To use these features smoothly, you need to migrate your existing Tally data to Tally Prime 7.0.
This guide explains the complete upgrade checklist in simple language.

What Migration Means

Migration means converting your old Tally data (ERP 9, Tally Prime 1.x, 2.x, 3.x, 4.x, 6.x) into a format that works with Tally Prime 7.0.

Before Migration – Things To Check

1. TSS Validity

Make sure your Tally Software Services (TSS) is active. TSS is required for upgrades.

2. Install Tally Prime 7.0

Download and install the latest Tally Prime 7.0 version without removing the old Tally version.

3. Take a Complete Backup

Always take a full backup of your company data, TDL files, user roles, and custom settings.
Save the backup in two places (external drive and cloud).

4. Verify Data Health

Open your current Tally and verify the data to check if any errors exist. Fix them before migration.

5. Note Down Custom Settings

If you use add-ons, TDL files, or custom configurations, keep them ready for re-setup after migration.

How to Migrate to TallyPrime 7.0

Step 1

Open TallyPrime 7.0.

Step 2

On the startup screen, select “Migrate Data.”

Step 3

Browse and select your company data folder. Tally will scan the data.

Step 4

Click “Migrate.”
Tally will convert all masters, vouchers, inventory, and GST settings to the new format.

Step 5

When migration completes, you will see the success message.

Step 6

Open the newly migrated company from the Select Company screen.

After Migration – Things To Check

1. Verify Data

Check Day Book, Trial Balance, GST Summary, Stock Summary, and outstanding reports.

2. Check Important Reports

Open sales register, purchase register, bank reconciliation, cash book, etc., to confirm everything is correct.

3. Re-Enable Add-ons

If you use TDL files or add-on modules, enable them again and check compatibility with 7.0.

4. Set Up Connected Services

Activate e-invoice, e-way bill, remote access, banking, and auto backup.

5. Train Your Team

Explain new features like SmartFind, Auto Backup, and faster reports so your team can use Tally Prime 7.0 properly.

Common Problems and Simple Solutions

If values don’t match, press Ctrl + Alt + R to recalculate.
If TDLs don’t work, update them for version 7.0.
If GST reports show errors, review GST rates and HSN codes.
If company doesn’t appear, copy the data folder again and retry migration.

Helpful Tips

Always take backups before migration.
Avoid migrating during office rush hours.
Test migration on one sample company first.
Keep both Tally versions installed for a few days for safety.
Check inventory values carefully after migration.

Conclusion

Migrating to TallyPrime 7.0 is easy when you follow the correct steps.
A proper migration ensures your data is safe, reports work correctly, and your business gets full advantage of new features like faster performance, better GST tools, SmartFind, and modern automation.

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