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Tally connector setup guide

Setting up takes four steps: install the connector on the PC where TallyPrime runs, sign in to the Cashflow OS app with your mobile number, scan the QR the connector shows, and invite your team. This guide covers each step, the checks before you start, and fixes for common problems.

Updated 2026-11-054 min read

Who this is for
  • TallyPrime users
  • Business owners
  • In-house accountants
  • Tally support staff
  • Businesses with several companies
On this page 12

Before you start: a quick checklist

  • The right PC: the Windows PC (or server) where TallyPrime is used daily and the companies are opened. If several PCs use Tally, choose the one that stays on longest during working hours.
  • TallyPrime open with the companies you want to sync.
  • Tally allows connections: in TallyPrime's connectivity settings, Tally must be set to accept connections from other programs on that PC (Tally's ODBC / port setting, commonly port 9000). Whoever manages your Tally can confirm this in a minute.
  • Internet on the PC, so the connector can send data.
  • Your phone with the Cashflow OS app installed (Android), or a browser for app.cashflowos.in.
  • A backup of your Tally data, as good practice before installing anything on the accounts PC; see backing up accounting data.

Step 1: install the connector on the Tally PC

Download the Windows connector from Cashflow OS and install it on the Tally PC. It is a small program that runs alongside Tally. Once open, it finds the companies currently open in TallyPrime. If it does not see Tally, check that Tally is running and that the connectivity setting above is on.

Step 2: sign in on your phone

Open the Cashflow OS app and sign in with your mobile number. The person who signs in first and links the connector is normally the owner of the account, so the business owner should do this step, not a staff member. Choose English or Hindi; each person can pick their own language later.

Step 4: check the numbers, then invite the team

Before inviting anyone, compare a few figures in the app with Tally for the same date: a bank balance, one party's ledger balance, total receivables, and this month's sales. They should match. Then invite your team by sending them a link, choosing a role for each person per company:

RoleTypical person
OwnerBusiness owner, partners
AdminManager who runs operations
AccountantIn-house or visiting accountant
StaffBilling desk, counter, godown
SalespersonField or showroom sales; sees items and own customers only

Step 5 (optional): switch on writing into Tally

By default, Cashflow OS only reads from Tally. Writing into Tally, such as creating sales orders, invoices, receipts or ledgers from the app, stays off until the owner switches it on for a company. Turn it on when you are ready, start with a few trusted users, and decide whether orders from frontline staff need approval. Each entry goes through Tally's own validation; if Tally refuses one, the app shows Tally's reason.

Keeping it running day to day

  • Keep the Tally PC on with the companies open during working hours; when Tally is closed, the app shows the last synced data and entries from the app wait.
  • Stop the PC from sleeping during the day.
  • Open the same companies each morning.
  • If you replace the PC, install the connector on the new one and link it again by scanning the QR.

The guide to how Tally sync works explains what happens behind the scenes.

Fixing common problems

ProblemCheck
Connector says Tally not foundTally is open; connectivity setting is on; no other program is using the same port
A company is missing in the appThat company is open in Tally on the connector PC
Figures look oldPC is on, online, and Tally is open with the company
An entry from the app was refusedRead Tally's reason shown in the app, such as a missing ledger, and correct it
Staff cannot see a companyThey were invited to that company with a role

For anything else, contact Cashflow OS support from the app. The Tally on mobile page summarises what you get once set up.

Avoid these

Common mistakes

  • MistakeInstalling on a PC that is rarely on
    Do this instead

    Install on the PC where Tally stays open longest in working hours, or on the Tally server if that is where it runs.

  • MistakeA staff member linking the account first
    Do this instead

    Let the owner sign in and scan the QR, since the first person to link is normally the account owner.

  • MistakeInviting the team before checking figures
    Do this instead

    First compare a bank balance, one party balance, total receivables and this month's sales with Tally.

  • MistakeLetting the Tally PC sleep during the day
    Do this instead

    Keep the PC awake and the companies open in working hours, so data stays current.

Keep handy

Checklist

Tally connector setup guide — 8 checks. Tick them as you go.

In Cashflow OS

How Cashflow OS helps

Cashflow OS puts your TallyPrime books on every phone in the team. Where it fits this topic:

01

Your Tally on phone and web

Once linked, the connector keeps a synced copy of the open companies, and ledgers, outstanding and reports open on the phone and at app.cashflowos.in.

See Tally on mobile
Your Tally on phone and web
02

Several companies in one account

Each company open in Tally on the connector PC appears as a separate company you can switch between.

See Multiple Tally companies in one account
Several companies in one account

Questions people ask

Do I need to install anything on staff phones besides the app?
No. Staff install the Cashflow OS app (or use app.cashflowos.in in a browser), open the invite link and sign in with their own mobile number.
Can I set it up on a Tally server instead of a PC?
The connector should run on the Windows machine where TallyPrime is open with your companies. If that is a server, install it there.
Will the connector change my Tally data?
Not unless the owner switches on writing for a company and a permitted user creates an entry. Even then, Tally validates every entry.
How long is the free trial?
14 days, after which paid plans apply.
How do I sign in to the web app?
Open app.cashflowos.in on the computer and scan the QR it shows with your phone's Cashflow OS app.
Does the connector work with older TallyPrime releases?
It is tested with TallyPrime and works with older TallyPrime releases too. It also updates itself.
What happens when the Tally PC is off?
The app shows the last synced data, and entries made in the app wait until Tally is open again.
Can each person use the app in Hindi?
Yes. The app and reports are in English and Hindi, and each person picks their own language.

This page is general information for Indian businesses, not tax, legal or financial advice. Rules and rates change — check the official portals or your CA before acting.

Keep reading

All Tally how-tos guides
TallyPrimeTally on mobile: how it worksTallyPrime runs on a Windows PC. To use its data on a phone, a small program on that PC reads your companies from Tally and keeps a synced copy online3 min readTallyPrimeHow Tally data sync worksA Tally sync app works through a small program on the Tally PC that reads your company data from TallyPrime and sends a copy to an online service. App4 min readTallyPrimeManaging multiple companies in TallyMany Indian business families run several firms: a proprietorship, a partnership, a private limited company, sometimes one per state GSTIN. In TallyPr3 min readBusiness softwareUser roles and access controlAccess control means each person can see and do only what their job needs. Set it up with a few clear roles, add approvals for risky actions, and revi3 min read

Cashflow OS · works with TallyPrime

Put this into practice with your own books

Cashflow OS shows your TallyPrime ledgers, outstanding, GST views and reports on every phone in the team. Try it free on your own data, or let our Jaipur team walk you through it.

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