How to Set Up TallyDrive Cloud Backup in Tally Prime
How to Set Up TallyDrive Cloud Backup in Tally Prime
A step-by-step SOP for enabling TallyDrive, scheduling automatic backups, managing cloud storage, and restoring Tally company data.
Who is this for: Data Management
Data loss is one of the most critical risks for businesses relying on Tally Prime for accounting. Hardware failures, ransomware attacks, or accidental deletions can erase months of financial records. TallyDrive provides an integrated cloud backup solution to protect your Tally data automatically.
This guide walks through configuring TallyDrive, scheduling automatic backups, and performing data restores.
1. Prerequisites for TallyDrive
- An active Tally.NET subscription linked to your Tally Prime license.
- Tally Prime Release 2.0 or higher installed on your system.
- A stable internet connection on the server/host computer running Tally.
2. Enabling TallyDrive in Tally Prime
- Launch Tally Prime. Go to F1 (Help) → Tally.NET Features → TallyDrive.
- Log in with your Tally.NET ID (registered email) and password.
- Select the companies you want to back up from the list of active companies.
- Click Enable TallyDrive. Tally will begin the initial cloud sync.
3. Scheduling Automatic Backups
- In TallyDrive settings, go to Backup Schedule.
- Set the backup frequency: Daily (recommended for active businesses), Weekly, or Real-time (continuous sync).
- Set the backup time to off-peak hours (e.g., midnight) to avoid performance impact during business hours.
- Enable email notifications for backup success or failure alerts.
4. Restoring Data from TallyDrive
In case of data loss or system migration:
- Install Tally Prime on the new or repaired system.
- Go to F1 (Help) → Tally.NET Features → TallyDrive → Restore.
- Log in with your Tally.NET ID and select the company to restore.
- Choose a backup date/version and click Restore. Tally will download and reconstruct the company data files.
5. Local Backup Best Practices
Even with TallyDrive active, maintain local backups as a secondary safeguard:
- Use Tally Prime's built-in Backup feature (F1 → Data → Backup) to create a compressed local backup daily.
- Store the local backup on a separate external drive or NAS device, not on the same machine as the live data.
Authority References & Official Portals
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Chartered Accountant & Accounting Automation Specialist