Getting started

From sign-up to your first real piece of work.

Answer a few plain questions, bring in the records you already keep, invite your team and get help when you need it.

Setup

How setup goes

01
Start the free trial
Create your Qlomack account. The trial is 14 days of Business Pro with every module, and no card is needed.
Guide: create your account and start the free trial
02
Answer a few plain questions
Tell us your kind of business (a retail shop, wholesale, manufacturing, field service, a clinic and more), your locations and what you want to manage first. Qlomack suggests the modules to start with, and you can switch any of them on or off later.
Guide: set up your organization
03
Look around a sample business, if you like
From the app’s onboarding you can open a sample business filled with example records and try things without touching your own. It is a separate, clearly named organization, and you can delete it in one click.
04
Bring in your records
Import customers, suppliers, employees, products and opening balances from Excel, CSV or Google Sheets, or add them one by one.
Guide: add and import your records
05
Invite your team
Invite people by email and choose their roles and branches. They see only what their work needs.
Guide: invite your team and choose roles
06
Do your first piece of work
Follow the guide for the product you use most: log a job, raise a purchase order or issue an invoice.

Bring your records

Settings → Import data lists everything you can bring in. Many list pages have an Import button too.

Excel, CSV or Google Sheets
Upload an Excel (.xlsx) or CSV file of up to 20 MB, or paste a Google Sheets link. Excel and CSV templates are there if you start from scratch.
Your columns, matched
Qlomack matches your column headings to its fields. Change any match, or ignore a column you don’t need.
Check every row first
Each row shows as new, update, unchanged or a problem, with what to fix. Nothing is saved until you choose to import.
Updates, not duplicates
Rows that match an existing record by its number, email, SKU or code update it. Blank cells keep what is already there, so importing the same file twice changes nothing.
Large files in the background
Up to 5,000 rows import at once. Bigger files import in the background, and you are notified when they are done.
A record of every import
Past imports show who imported what and when. Rows with problems can be downloaded as Excel or CSV, fixed and imported again.

Coming from Tally

Your accountant can keep working the way they know. The chart of accounts uses Tally’s groups.

Import your Tally masters file: groups, ledgers and opening balances. Customers and suppliers are matched by name or GSTIN, and importing the same file again changes nothing.
Export masters and vouchers as a Tally XML import file, or only the changes since your last export.
There is no live connection: Tally runs on your own computer, so the exchange works through files.

Help when you need it

Search the help centre and its guides any time. Write to us, and follow your ticket until it is answered.

Step by step

Try every module free for 14 days, no card needed. Then keep the modules you use.