Export Data to Tally (Import Data in Tally)

Export Data to Tally (Import Data in Tally)

  1. Go to Settings and click on “Export Data to Tally”
  2. Select the date range for downloading the receipts, invoices, clients, and services for import into Tally.
  3. Note: The date range should be within 1 year.
  4. Download the zipped file that contains the exported data.
  5. Unzip the downloaded file.
  6. Import Clients and Services into Tally as master.
  7. Import Invoices and receipts into Tally as transactions.
  8. Verify that the Bank, Cash, Sale, and Round Off ledgers exist in your Tally.

Troubleshooting:

If you encounter any errors during the import process, follow these steps:
  1. Navigate to the Tally folder on your computer where Tally is installed.
  2. Open the file tally.imp with Notepad.
  3. Scroll to the end of the file to find the error message.
  4. Correct the error based on the displayed message.
Info
Note: Manually typed items and Expenses in the invoice will not be imported. To ensure import, create ledger(s) with the same names as the manually typed items and Expenses before importing.