Your Tally hands work here — nothing to relearn.

1. Open the invite link the owner sent you (or the join link on WhatsApp). Type your name, choose a password, press Create account and join. That's the whole signup.
2. You land directly inside the company, in Tally mode — this happens automatically because you joined as a bookkeeper.
3. You'll see the Gateway on the left, today's Day Book in the centre, and the F-key bar at the bottom. If it looks familiar, that's the point.

Open app.sahayaos.com/tally. The left menu works on single letter keys, just like Tally — press the letter or click:

The status bar at the bottom always shows your Tally Live Sync state and who's signed in.

Posting a voucher, start to finish

1. From the Gateway, press the F-key for the voucher type — say F8 for Sales.
2. The voucher number and today's date are pre-filled. Change either if you need to.
3. Party: start typing the name — existing parties appear as you type. A new name creates the party on the spot; add their GSTIN in the field beside it.
4. Amount and narration: enter the amount and a short narration. Sahaya shows you the full balanced posting below — both legs, ledger by ledger, GST lines included — before anything is saved.
5. Press Ctrl+A to post. The form clears, ready for the next voucher of the same type. Esc takes you back to the Day Book.

For Journal and Contra there's no party — you pick the debit ledger and credit ledger directly. The ledger picker shows your 12 most-used accounts first, so repeat entries are two keystrokes.

1. Press B from the Gateway. Each bank account shows its last statement balance and how many lines are unmatched.
2. Open an account and upload the bank statement file (CSV or Excel, straight from net banking). Sahaya detects the columns itself.
3. Sahaya proposes a match for each statement line against your posted entries. Accept the ones that are right, reject the odd ones out — it never matches anything without your say-so.
4. What's left unmatched is your real to-do list: usually a handful of charges or receipts to post.

Press G from the Gateway. One screen shows all three returns for the month, each with its status, amount, and days to the due date:

Step 1 — install Live Sync (Tally users: this is the whole migration)

1. Open Settings → Tally Sync and run the one-click installer on the computer that runs Tally.
2. Keep Tally open. Over its first few runs the agent pulls everything by itself: opening balances (closing TB as of 31 March), your item list (HSN + GST rates), and the whole year's Day Book month by month, oldest first. Parties are created from the vouchers. New vouchers keep flowing after that. The page shows Total / Mapped / Pending / Errored counts and a history-coverage line that turns green when the full year is in.
3. If a voucher can't be mapped to a ledger, the page lists it with the reason. Add the ledger or an alias, then click Re-map Errored. Vouchers landing in a locked month wait as errored until the month is unlocked — then Re-map posts them.

Step 2 — file imports (Busy, Marg, Zoho, Excel — or as fallbacks)

1. Parties: upload your customer/vendor list at Counterparties → Import. Only name is required; GSTIN, PAN, phone, and state come along if present. Existing parties are never overwritten.
2. Items: upload at Items → Import — name required; HSN, GST rate, units, SKU, barcode optional. Bad rows are flagged with the reason, good rows go through.
3. Opening balances: export the trial balance and upload at Settings → Opening balances. Tally's 5,00,000 Dr style, split Dr/Cr columns, ₹ symbols — all handled. Unknown ledger names are created for you.
4. Coming from Busy, Marg, Zoho, or Excel? The year's transactions come in as party ledger statements at Imports — mark each file as a customer or a vendor, and Sahaya rebuilds them as balanced entries with a run report.

Step 3 — prove it matches

1. Open /tally-health — the "will my reports match Tally?" check. It scans the whole ledger and lists every issue by severity, each labelled Fix in Sahaya (one click), Fix in Tally (correct there, it re-syncs), or Decide (you choose).
2. Press R → Trial Balance, and compare with the old system for the same date. When they match to the rupee, the migration is done.