Connect Tally step by step

You want your bills in Tally without anyone typing them twice, and your CA wants to be sure nothing lands in the wrong company or ledger. Connecting BizOS to TallyPrime takes six steps in BizOS (Settings → Connections & AI → Tally) plus a small install on the Tally PC. Nothing is sent or locked until the last step, so you can stop, check with your CA and come back.

Before you start: checklist

• The Tally Sync module is on your plan (₹2,499 a year before GST, or in the Complete bundle). See Plans & billing.
• You sign in to BizOS as an Owner or Admin.
• You are at the Windows PC that runs TallyPrime, or someone there can follow along.
• That PC has internet access and stays on during working hours.
• You know the exact company name in Tally you want BizOS to keep in step.
• Your CA has a backup of that Tally company, and has agreed the sync-from date.
• You have the BizOS Agent installer. If you do not, ask BizOS support for it.

What do I need?

Some features need a minimum agent version. An older agent keeps working; it just cannot do these, and BizOS says so where it matters ("Needs BizOS Agent 3.3.0 or later").

How do I prepare TallyPrime?

How do I install the BizOS Agent?

If Windows SmartScreen or your antivirus questions the installer, confirm with BizOS support that the file came from them before you allow it.

The six-step wizard in BizOS

Open Settings → Connections & AI → Tally in BizOS as an Owner or Admin. The wizard opens at step 1 for a new connection, and reopens where you left off if you come back later.

Step 1: Install agent

The page reminds you to install the BizOS Tally Agent on the Tally PC and open TallyPrime there with the company loaded. Press Next.

Step 2: Pair

If the code expires, click Generate a new code. Start over… removes the connection and the paired agent so you can pair again; nothing has synced yet, so nothing else changes.

Step 3: Retrieve master data

BizOS asks the agent for Tally's Ledgers, Ledger groups, Godowns, Voucher types and Stock groups. Only the names come over; nothing is created in BizOS yet. Customers, suppliers and items are not brought in here: they follow "What syncs" once setup is complete.

Each list shows Waiting, Receiving…, Received (with how many were found), Failed (with Tally's message) or Needs agent update (with the version that can read it; setup can go on without it). The agent picks the request up within a minute. Retrieve again asks for every list once more. Next opens once every list the agent can read has arrived.

Step 4: Map master data

Match what Tally keeps to BizOS. Everything here stays editable after setup.

• Ledgers. Sales ledger, Purchase ledger, Cash ledger, Bank ledger, Round-off ledger, and the GST ledgers (output and input CGST, SGST, IGST). Each box offers only ledgers from a fitting Tally group, and Suggest from Tally fills blank boxes where there is one clear match. Set these carefully: BizOS's starting names (such as Sales - BizOS) are not in your company, and a voucher naming a ledger Tally lacks is refused. Optional rules give a branch or a GST rate its own ledgers.
• Godowns. Match each Tally godown to the BizOS stock location it stands for, or leave it for later. Picking a shelf takes that godown live from today, so take only the ones whose branch is ready. See Tally stock & godowns.
• GSTINs this Tally company keeps. If the company holds another GST registration (say Puducherry beside Tamil Nadu), "Keep it in this company…" lets its branches be booked here.
• Voucher types. Say which branch each sales, receipt and order type belongs to, mark it Not brought in, or choose By godown for a type every branch shares. Use suggestions applies the branch BizOS reads from the type's name. Undecided types are fine: their bills stay in Tally until you decide.

Press Save & continue. Details on ledgers and types: Tally companies, ledgers & vouchers.

Step 5: What syncs

Pick a direction per row (Off, Push, Pull, Both), or Start from a preset: "Push sales to Tally only", "Full two-way sync" (the starting draft) or "Tally is my book of record". For rows set to Both, When both changed decides a tie: BIZOS fills empty fields only, TALLY overwrites existing BizOS values. Nothing is saved yet. Two rules are checked before you can go on: credit notes cannot push while invoices are off, and sales orders cannot go to Tally while items are off. See the full list in the overview.

Step 6: Complete

What happens on the first sync?

• Masters are read in full. Ledgers and stock groups are read from the start; customers and suppliers are created or matched as the policy says. Anything BizOS cannot match confidently goes to the review queue instead of being guessed.
• Items come in. In a company with godowns (and BizOS Agent 3.7.0), items open at zero and each godown's stock arrives when that godown goes live. Otherwise an item opens once with Tally's quantity.
• Tally vouchers from the sync-from date come in for the rows you set to Pull or Both: bills, receipts, orders and purchases.
• New BizOS records start going to Tally about every 45 seconds while the agent and Tally are running.
• Older BizOS records are not sent on their own. On Accounting → Tally sync, Send older records queues items, customers, invoices and payments that existed before Tally was connected (still only from the sync-from date), up to 500 per click. Click again if it says some are left.

What should I check after go-live?

• Accounting → Tally sync shows "Tally is connected" and recent pushes and pulls.
• Raise one test bill in BizOS and find it in Tally: same date, party, amount and GST split.
• Nothing waits under Not reaching Tally. If something does, the row says what to fix.
• Work through the review queue with your CA: link look-alike customers rather than creating twins.
• Check Stock differences and any Stock lines from Tally to check.
• Tell staff who still bill in Tally which voucher types BizOS now owns.

Can the agent run on a different PC from where I use BizOS?

Yes, and it usually does. BizOS runs in the browser or the mobile app on any device. Only the BizOS Agent must be on the PC that runs TallyPrime, because it talks to Tally on that PC. Your laptop, the counter PC and your phone all keep working in BizOS whether or not they are near Tally.

How do I keep the agent running?

• It lives in the system tray. Closing its window hides it; syncing goes on. Left-click the tray icon to open the Dashboard.
• Start with Windows (on the Dashboard) brings it back after a restart, once the Windows user signs in. It does not run while nobody is signed in.
• Exit Desktop in the tray menu stops syncing. The tray menu and the Dashboard's Service Control also offer Start, Stop and Restart.
• The Logs tab (or Open Log File in the tray) shows what the agent is doing. Support may ask for the last lines.
• BizOS notifies the Owner, Admin and Accountant when an agent has not checked in for an hour.

How do I update the agent?

There is no automatic update yet. Run the newer installer from BizOS support on the Tally PC over the old one. BizOS holds the queue, so nothing is lost while the agent is closed. Check the version on the agent's Dashboard, and in BizOS under Paired devices (the Agent column). If the agent asks for a code after the update, pair it again from Paired devices.

How do I move the agent to a new PC?

Signing out in the agent (bottom of its sidebar) unpairs that PC on the PC itself; BizOS still lists it until someone revokes it there.

Several Tally companies on one PC

If a branch on another GSTIN keeps its own Tally company on the same PC, connect that GSTIN under Settings → Connections & AI → Tally → Other GSTINs, generate its pairing code, then in the agent use Other Tally companies on this PC → Add another company: enter the code, pick the company and click Pair this company. Each company syncs on its own pairing, one after another. This needs BizOS Agent 3.1.0.

Firewall and antivirus

The agent makes only outgoing connections to BizOS and talks to TallyPrime on the same PC (localhost:9000). It opens no port and needs no inbound firewall rule. If a firewall blocks outgoing traffic, allow the BizOS Agent to reach the internet. If security software stops the agent, allow it and restart it from the tray.

What your CA should check