What works today
- Sales vouchers for invoices and Receipt vouchers for payments, for the month or range you pick.
- Members as party ledgers under Sundry Debtors.
- Ledger names you set once (sales, bank ledgers, round-off), saved for every export after that.
- TDS recorded on receipts and a month lock, so the export matches the books.
- Waived rent and rent paid from a deposit are listed in the export summary for your CA, not exported as vouchers.
How to connect Tally Prime
- Open Books in Coworking OS and choose Export.
- The first time, set the ledger names the export should use.
- Pick the month or range and Tally Prime XML.
- Your accountant imports the file in Tally with the usual Import Data step.
Step-by-step with screenshots: help centre guide. All integrations: integrations.
Does Coworking OS sync with Tally?
No. It exports Tally Prime XML that your accountant imports. There is no live two-way sync.
Which vouchers are exported?
Sales vouchers for invoices and Receipt vouchers for payments, with each member as a party ledger under Sundry Debtors.
Can my CA do the export themselves?
Yes. Invite them with the read-only Accountant role; they can run exports, lock a month and use the Form 16A tracker, but cannot change invoices or payments.