Tally Prime Cloud Setup: Step-by-Step Integration Guide (2026)

As organizations adopt remote working, managing localized Tally Prime databases on physical office PCs has become a major roadblock.

The solution is **Tally on Cloud** (Tally Virtual Office), which hosts Tally Prime on virtual servers (AWS, Microsoft Azure, or specialized Tally cloud providers), enabling employees to access accounting books via remote desktop connections (RDP). This guide explains how to integrate external software and configure sync services on Tally cloud servers.

Step 1: Understand Cloud Architecture Limitations

Unlike a local PC setup where Tally Prime and your sync client run in the same physical environment, cloud-hosted Tally runs inside an isolated virtual machine:

• IP Bindings: The ODBC database server in Tally listens on 127.0.0.1 (localhost) inside the cloud server, meaning local desktop apps outside the server cannot query it directly.
• Firewall Closures: Ports like 9000 or 9001 are closed by default on cloud virtual networks to prevent brute-force database attacks.

Step 2: Configure ODBC Ports on the Virtual Server

To allow external sync services (like TrulyInvoice or Excel builders) to communicate with Tally on Cloud:

1. Log into your Tally Cloud virtual server using Remote Desktop Connection (RDP).
2. Open Tally Prime inside the cloud session and enable the ODBC server on a dedicated port (e.g. 9000) via Help > Settings > Startup.
3. Open Windows Firewall with Advanced Security on the cloud server.
4. Create a new **Inbound Rule** to allow TCP connections on port 9000. Restrict the scope of this rule exclusively to your office/authorized static IP addresses to prevent unauthorized connections.

Step 3: Setup Port Forwarding or VPN tunnel

To securely bridge your local computer to the cloud server's ODBC port:

• VPN Option (Recommended): Configure a virtual private network (VPN) client on your local computer that connects directly into your Tally cloud host network. Once connected, your computer can access Tally at 10.x.x.x:9000 as if it were local.
• RDP Port Forwarding: Set up an SSH tunnel or port forwarding rule on your RDP connection to forward local port 9000 to the remote server's port 9000.

TrulyInvoice Cloud Compatibility

TrulyInvoice is fully optimized for Tally on Cloud architectures:

• Local Agent Sync: You can install the lightweight TrulyInvoice sync agent directly inside the cloud virtual machine alongside Tally. It connects locally to Tally and securely pushes/pulls transaction queues from TrulyInvoice's cloud servers, bypassing the need to open incoming ports or tunnels.
• Multi-User Sync: Supports syncing multiple remote user sessions simultaneously without database locks.