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Features for Import Ledger Masters

Check the Common Features for Import Masters

How to Import Ledger Master from Excel to Tally

1. Prepare Excel

  • Prepare the excel file as per the prescribed Excel Formats for Masters.
    (Download sample excel from the link available at bottom of the page)
  • Ensure that excel files are properly filled with all the Mandatory columns for Masters.
  • Ensure that the excel sheet name should as “Ledger
  • Save the excel file as per the prescribed Excel file types, such as sheet name and file type.

 2. Load Excel and Verify Masters

3. Upload to Tally

  • Now Upload all or selected vouchers to tally.
    (Use check box on the left side in the data grid)
  • Now click the “Upload to Tally” button to upload entries in to Tally directly.

4. Verify Import Status

  • Check the Import Process, Log and Report for details of records imported.
  • After upload is completed, users shall check the Tally and verity the same.
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