Overview
How AutoBooks works with Tally Prime
AutoBooks prepares and checks entries. Tally Prime stays the books of record.
Updated 10 October 20261 min read
AutoBooks sits in front of your books. It does the reading, sorting, and first draft of each entry. Tally Prime keeps the final books.
Two directions
- From Tally to AutoBooks: your ledgers, groups, voucher types, and Day Book can be copied into AutoBooks so suggestions use your real chart of accounts.
- From AutoBooks to Tally: approved rows become Tally vouchers when you choose Send to Tally.
Why there is a desktop connector
Tally Prime runs on a computer in your office or on a hosted server. A website cannot reach it directly. The AutoBooks Tally Connector is a small desktop app on that computer. It collects work from AutoBooks over a secure connection and passes it to Tally, so you never open a port to the internet.
You do not need Tally to start
Documents, Review, and Trial Balance work without any accounting system connected. You can connect Tally later.
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Related articles
- SetupBefore you connect Tally PrimeYou need Tally Prime with its XML server on, the company loaded, and the connector on that computer or network.
- SendingSend vouchers to TallySelect mapped rows in Review, choose Send to Tally, check the preview, and the connector posts them.
- Companies and syncAdd and subscribe a Tally companySubscribe links one Tally company to one AutoBooks client. It does not download the books by itself.
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