How to connect HelloBooks with Tally

There are three moving parts, and it helps to picture them before you start:

• HelloBooks — the cloud app where you do your accounting, on any device.
• The HelloBooks Tally Connector — a small desktop app you install on the Windows PC that runs Tally. It is the bridge between the cloud and your local Tally.
• Tally Prime — your existing Tally company, running on that same PC with its HTTP server switched on.

When you create an entry in HelloBooks, it is prepared in the cloud, the connector picks it up, and the connector writes it into your Tally company using Tally's own request format. Nothing is installed inside Tally, and the connector only ever reads and writes the one company you onboard.

One honest note up front, because it decides whether this is right for you: the live direction of sync is HelloBooks → Tally.Entries you make in HelloBooks flow into Tally. Pulling vouchers that were typed directly into Tally back up into HelloBooks is on the roadmap but is not generally available yet. If your workflow is “do the accounting in HelloBooks, keep Tally current for the CA,” this fits perfectly. If you need everything typed in Tally to appear in HelloBooks automatically, that part is still coming.

• An Indian HelloBooks entity. The Tally option appears for India businesses. Create a free account if you do not have one.
• A Windows PC running Tally Prime (Windows 10 version 1809 or later, or Windows 11). The connector runs on this machine.
• Your Tally company data, opened in Tally Prime — the connector reads the list of loaded companies and writes to the one you pick.
• A few minutes in Tally's settings to switch on its HTTP server (Step 3 below).

You do not need admin/IT involvement, a driver install, or any TDL customisation. The connector only talks to Tally on your own machine (localhost) and to HelloBooks.

When you set up your organisation in HelloBooks, you are asked “How would you like to use HelloBooks?”. Tick the card labelled “Integrate with Tally” — “Connect HelloBooks with your Tally account to sync and manage your accounting data seamlessly.” Choosing it puts your entity into the Tally flow and takes you into a short guided setup with the steps below. (If you have already finished onboarding, you can reach the same place from Integrations → Tally at /integrations/tally.)

The first setup step is “Download and install the HelloBooks Desktop Application.” Click Download — it opens the Microsoft Store listing for the connector (published by Meru Technosoft Private Limited). Install it like any Store app; installing from the Store means it updates itself automatically.

Install it on the same Windows PC that runs Tally. It is a lightweight tray app — no service, driver or admin install — and it sits quietly next to Tally.

The connector reaches Tally through Tally's built-in HTTP/XML server, which is off by default. To enable it in Tally Prime:

1. Press F1 → Settings → Connectivity (or F12 → Advanced Configuration).
2. Set “TallyPrime acts as” to Both (or Server), which enables the HTTP server.
3. Note the port it listens on. The connector uses 8000 by default and auto-detects other common ports, so in most cases you do not need to change anything — just make sure the port enabled in Tally matches what you (optionally) enter in the connector.

Keep Tally open with your company loaded whenever you want the sync to run.

Back in HelloBooks, the next step is “Connect the Desktop App.” The on-screen order is:

1. Open the HelloBooks connector on your PC.
2. Click “Continue with browser login.” Your browser opens.
3. Log in with your normal HelloBooks credentials to authorise the connector. (It uses a secure browser sign-in; your password is never stored in the desktop app.)
4. Return to HelloBooks and click “Get Company.”

Get Company asks the connector to read Tally's List of Companies and bring back the companies currently open in Tally.

You will now see the companies loaded in Tally. Pick the one you want HelloBooks to sync with (there is a search box if you have many), then click “Complete Integration.” HelloBooks pins that specific company for every future request, so the connector can never accidentally write to a different company. On success the step shows “Integrated.”

If nothing shows up, it is almost always because Tally is not open with the company loaded, or the HTTP server is off — see Troubleshooting.

The first time HelloBooks brings your Tally masters over, it needs to know how your Tally groups line up with HelloBooks account classifications so entries post to the right ledgers. If any groups need a decision, HelloBooks opens the mapping screen at /integrations/tally/mapping.

You will not have to map everything by hand. HelloBooks auto-classifies your standard Tally groups and collapses them under a “standard groups we mapped for you” section; you only classify your own custom groups — pick a Classification and Account Type for each. When every group is set, click “Confirm & finish.” That confirms the mapping and kicks off the initial sync of your ledgers, inventory and vouchers.

Mapping is a one-time setup. You will not be sent back to this screen on every login; it only reappears if new, unmapped groups turn up later.

Once you are set up, the entries you create in HelloBooks — invoices, bills, payments, and the ledger entries behind them — are pushed into your Tally company through the connector. You can trigger a sync from the Tally area in HelloBooks, and it also runs on a schedule while the connector and Tally are open.

To be precise about the boundary, so there are no surprises: the live, generally-available direction is HelloBooks → Tally. Reading vouchers created inside Tally back into HelloBooks exists in our engine but is not yet generally available — treat two-way sync as coming soon. If you need to bring historical Tally data into HelloBooks, that happens once during onboarding as part of the initial import, not as a continuous pull.

“Get Company” returns nothing

• Make sure Tally Prime is open with the company you want loaded (not just installed).
• Confirm Tally's HTTP server is on (Step 3) and note its port.
• Check the connector is running on the same PC as Tally.

Port or “can't reach Tally” errors

• The connector tries port 8000 first and auto-detects common alternatives. If you set a non-standard Tally port, enter that same port in the connector during setup.
• Make sure no firewall is blocking local traffic between the connector and Tally on that port.

Login / authorisation issues

• Use “Continue with browser login” inside the connector and sign in with the same account you use at app.hellobooks.ai.
• If a company you expect is not offered, re-open it in Tally and click Get Company again.