TamilAccounting

Getting Started

Getting started with TamilAccounting means doing four things in order: configure the company, load your master data, enter the balances you are carrying over, then check the books agree before you go live. This guide walks through each stage.

The onboarding path

Stage	What you do	Guide
1	Configure the company — details, chart of accounts, bank accounts, default ledger accounts	Setup Wizard
2	Load master data — customers, suppliers, items, employees	Importing Your Data
3	Enter what you are carrying over — balances, stock, open invoices	Opening Balances
4	Verify the books agree, then start transacting	Go-Live Checklist

Order matters more than speed. Every stage depends on the one before it — you cannot import a customer opening balance before the customer exists, and you cannot import a customer before the chart of accounts and financial year are set.

Before you begin

Gather these from your existing system or your accountant. Having them ready turns onboarding into an afternoon rather than a fortnight.

What you need	Why
Financial year start date	Set once during setup and awkward to change afterwards.
Chart of accounts	Either use a supplied template or import your existing structure.
Trial balance as at your cut-over date	The source for every opening balance you will enter.
Customer and supplier lists with outstanding balances	Master data plus what each party owes or is owed.
Stock count with quantities and costs	Opening inventory, valued at cost.
Bank statements at the cut-over date	To reconcile the opening cash position.

Choosing a cut-over date

The cut-over date is the point your old records stop and TamilAccounting begins. Everything before it becomes an opening balance; everything after it is entered as a normal transaction.

The start of a financial year is cleanest — no part-year comparatives to reconcile.
The start of a month or quarter works well when you cannot wait for year end.
Mid-month is best avoided. It splits a tax period and makes the first return harder to prepare than it needs to be.

How long it takes

Stage	Typical effort
Setup Wizard	30-60 minutes, once your details are to hand
Master data import	An hour or two, mostly spent tidying spreadsheets
Opening balances	Half a day, depending on how many open invoices you carry
Verification	An hour, and worth every minute

Import a handful of rows before importing thousands. A five-row test exposes a wrong date format or an unmatched item code in seconds, where a full file turns the same mistake into a cleanup job.