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Implementation & migration

Moving to Zoho Books with accounting history intact

Shakti Brandz live in production from July 2026. RB Infotech Solutions tested, reconciled, trained and handed over.

Shakti Brandz and RB Infotech SolutionsZoho Books implementation and migration
The starting point
Two end-to-end Zoho Books implementations, both moving off Tally: a full migration for Shakti Brandz, and an implementation for RB Infotech Solutions with nearly two years of historical data brought across.
What we did
A full Tally to Zoho Books migration for Shakti Brandz with on-site user and admin training, and an end-to-end Zoho Books implementation for RB Infotech Solutions with nearly two years of history migrated from Tally.
The outcome
Shakti Brandz live in production from July 2026. RB Infotech Solutions tested, reconciled, trained and handed over.

Shakti Brandz: Tally to Zoho Books

A full migration and implementation, taking the accounting off Tally and onto Zoho Books.

  • chart of accounts cleanup
  • customer and vendor master sanitisation
  • opening balances
  • historical transaction migration
  • direct bank integration
  • user roles
  • validation rules enforcing mandatory attachments on purchase transactions
  • user and admin training, including an on-site session

Production go-live, July 2026.

RB Infotech Solutions: nearly two years of Tally history

An end-to-end Zoho Books implementation with nearly two years of historical data migrated from Tally:

  • invoices
  • credit notes
  • bills
  • debit notes
  • payments
  • bank transactions
  • journals
  • expenses
  • opening balances

Followed by testing, reconciliation, training and handover.

Tested, reconciled, trained and handed over.

The service behind this work: Zoho Books implementation

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