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How To Import Purchase With Inventory Data From Excel to Tally?

How To Import Purchase With Inventory Data From Excel to Tally?

𝟭. 𝗣𝗿𝗲𝗽𝗮𝗿𝗲 𝗘𝘅𝗰𝗲𝗹

  • Prepare the excel file according to the Excel Formats guidelines.
  • Ensure that all mandatory columns are filled up in excel files.

𝟮. 𝗟𝗼𝗮𝗱 𝗘𝘅𝗰𝗲𝗹 𝗮𝗻𝗱 𝗔𝗻𝗮𝗹𝘆𝘀𝗲 𝗗𝗮𝘁𝗮

  • Connect Tally ODBC to ‘Tally Master – Excel to Tally’.
  • Select the “Purchase” form from the “Accounts Vouchers” menu.
  • Select the prepared excel file by clicking the “Load Excel” button (at the bottom of the screen).
  • Check the Lists of Common Errors for repair if the excel file does not load and any errors appear.
  • To analyse the loaded data, use Data Grid features like filter, search, and group.

𝟯. 𝗩𝗲𝗿𝗶𝗳𝘆 𝗠𝗮𝘀𝘁𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗼𝗻𝗳𝗶𝗴𝘂𝗿𝗮𝘁𝗶𝗼𝗻

  • To check the presence of linked masters of the voucher, click the Verify Masters button (at the bottom of the screen).
  • (For example, ledgers, cost centres, stock items, godowns, units, voucher types, and so on.) Missing masters can be automatically constructed.
  • To pick the default voucher type and associated parameters, click the Configuration button (upper right on the grid).

𝟰. 𝗨𝗽𝗹𝗼𝗮𝗱 𝘁𝗼 𝗧𝗮𝗹𝗹𝘆

  • To tally, upload all or a subset of your vouchers.
  • Click the “Upload to Tally” button on the left side of the data grid to upload entries straight to Tally.

𝟱. 𝗩𝗲𝗿𝗶𝗳𝘆 𝗜𝗺𝗽𝗼𝗿𝘁 𝗦𝘁𝗮𝘁𝘂𝘀

  • Details about imported records may be seen in the Import Process, Log, and Report.
  • Users must examine and verify the Tally once it has been uploaded.

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