User Guide · Set up

Add your clients

Create a client by hand, or import it straight from Tally with its ledgers.

Each client here stands for one company in Tally. Open Clients from the sidebar.

Import a client from Tally (recommended)

  1. 1Open the company in Tally and check that the Connector is green.
  2. 2On the Clients page, click Sync Client. We scan Tally and list the companies that are open.
  3. 3Click Create Client next to the company. Its name, GSTIN and PAN are filled in for you.
  4. 4Save. We then pull the company's ledgers and stock items on our own. This usually takes one to five minutes, so please keep the tab open.

Add a client by hand

  1. 1Click Add Client.
  2. 2Enter the Client Name. GSTIN, PAN and Contact Email are optional; a GSTIN or PAN is checked for the right format and check digit.
  3. 3Leave Tally Company blank. It is filled in on your first push, after you confirm which company to use.
  4. 4Click Add Client.
The free trial allows 1 client. Paid plans have no limit on the number of clients.

Editing or deleting a client

  • Open the menu on the client's row and choose Edit details or Delete client.
  • If you change the linked Tally Company, we ask you to confirm, because every later push will go to the new company.
  • To delete, type the client's name to confirm. This removes the client's uploads, transactions and ledgers from Your AI Accountant. Vouchers already pushed stay in Tally, and credits already used are not refunded.
  • A client cannot be deleted while one of its statements is processing or a push is running.
Connect to TallyBack to topLedgers: Pull Ledgers and Ledger Master