Export your books to Tally

Download a period's sales, returns, purchases and payments as one file, and import it into Tally Prime.

Match your ledgers once

1. Click Export to Tally under Money in the menu.
2. Under Ledgers in Tally, enter each ledger name exactly as it is in your Tally company.
3. Click Save names.

The names are kept for next time. Customers and suppliers go by their name, under Sundry Debtors and Sundry Creditors.

Export

1. Choose the dates at the top, like last month.
2. Under What to export, tick Sales, Sales returns, Purchases, Payments to suppliers, Expenses and Payments from customers, as you need.
3. For sales, choose One per bill or One per day.
4. Click Download for Tally (XML).
5. In Tally Prime, open Import, then Transactions, and choose the file.

Good to know

• Click Download day book (Excel) for the same entries as a spreadsheet.
• With several shops picked, they all go into one file.
• Purchases are treated as within the state (CGST and SGST).
• Stock items are not exported.