Import & Export In Tally Prime | How To Export Tally Data | Export - Master & Tranjaction |
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Import & Export In Tally Prime | How To Export Tally Data | Export - Master & Tranjaction |
Tally Prime is accounting software widely used for business and financial management. Exporting and importing data in Tally Prime can be helpful for tasks like transferring data between companies, creating backups, or integrating with other software. Here's a brief guide on how to perform export and import operations in Tally Prime:
#Export Data in Tally Prime:
1. Ledger Vouchers:
Go to Gateway of Tally.
Select "Display" and then "Account Books."
Choose "Ledger" and the desired ledger.
Press `Alt + E` to export the ledger details.
2. Company Data:
Navigate to Gateway of Tally.
Select "Display" and then "List of Companies."
Choose the company you want to export.
Press `Alt + F3` to export company data.
3. Reports and Statements:
Generate the desired report or statement.
Use the export options available (often `Alt + E`) to export the report.
4. Masters and Configurations:
For masters like ledgers, groups, etc., go to the respective master screen.
Use the export options available to export the master data.
#Import Data in Tally Prime:
1. Ledger Vouchers:
Navigate to Gateway of Tally.
Select "Accounts Info" and then "Voucher Types."
Choose "Alter" and set "Use for Interest Calculation" to "Yes."
Enable "Use for Advanced Configuration."
Save and go to the voucher entry screen.
Press `Ctrl + I` to import voucher entries.
2. Master Data:
For ledger, group, or other master data, go to the respective master screen.
Use the import options available (often `Alt + I`) to import master data.
3. Company Data:
Open Tally Prime and create a new company if needed.
Go to Gateway of Tally.
Select "Alt + F3" to import data.
Choose the appropriate option (XML, ASCII, Excel, etc.) and follow the prompts.
4. Configuration Data:
For configuration data, go to the relevant configuration screen.
Use the import options available to import configuration settings.
Important Points to Note:
When exporting, Tally Prime often provides options to choose the format (XML, ASCII, Excel, etc.) depending on your needs.
Importing and exporting involve mapping fields to ensure data consistency.
Always take backups before performing import operations, especially for critical data.
Refer to Tally Prime documentation or support for detailed, version-specific instructions.