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Worksheet

Accounting integration checklist

A checklist covering the confirmed interface: TDL/XML/ODBC for Tally, and REST API and plan-tier request limit for Zoho Books. It also lists masters synced before transactions, a shared transaction ID for duplicate prevention, an exception queue in place, and a named owner for post-launch monitoring.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How to Integrate Tally or Zoho Books with Other Applications”, www.gullysystem.com/blog/how-to-integrate-tally-or-zoho-books-with-other-applications