How do I bring in our opening balances from Tally?

1. Export the trial balance on your start date from Tally as a CSV.
2. In Books → Opening & tie-out, choose the date, upload it and click Preview. Match any Tally ledger names Margin can't place to its accounts; Margin remembers them.
3. Click Commit opening balances. Margin posts one opening entry.

Later, upload your CA's trial balance for any date and Run tie-out to compare it with Margin's, account by account. Vendor and customer opening balances go in Reference.