Import your data from Excel To Tally in Easiest & Fastest way.

Request Demo
How to Import Stock Journal

How to Import Stock Journal

1. Prepare Excel

  • Create the excel document using the recommended Excel Formats.
  • Make sure that all of the mandatory columns are appropriately filled up in Excel files.

2. Load Excel and Analyse Data

  • Use Tally ODBC to connect “Fast IN fLOW – Excel to Tally”
  • Select the “Stock Journal” form from the “Accounts Vouchers” menu.
  • Select the prepared excel file by selecting the “Load Excel” button (located at the bottom of the screen).
  • Check the Lists of Common Errors for correction if the excel file cannot be loaded or if any error messages appear.
  • To analyse the loaded data, use the Data Grid’s filter, search, and group features.

3. Verify Masters and Configuration

  • To verify the connection between the connected masters of the voucher, click the Verify Masters button at the bottom of the screen.
  • (For instance, ledgers, cost centres, stock items, godowns, units, voucher types, and so forth.) Missing masters can be automatically created.
  • To choose the default voucher type and other options, click the Configuration button (upper right on the grid).

4. Upload to Tally

  • To tally, upload either all or selected vouchers now.
  • Now click the “Upload to Tally” button to immediately upload information into Tally (Use the check box on the left side of the data grid).

5. Verify Import Status

  • For information on the records imported, consult the Import Process, Log, and Report.
  • Users must check and verify the Tally when the upload is complete.

Get FREE Demo of Excel To Tally Software