There two variety of excel templates structured for import payment vouchers
- Columnar format
- Multi line format
Step to Import from Excel
- Ensure that Tally Master App is connected to Tally thru ODBC
- Check here for Common Procedure for Vouchers Import
- Ensure that excel file prepared with proper validation
- Go to Accounts Voucher menu, click “Payment”
- In the bottom, click “Load Excel”, select your sales vouchers updated excel file and it would be loaded on the screen.
- Use Verify Master button for verifying the availability of ledgers between Excel sheet with company connected in Tally.
- Configuration (top right on the grid), to select the default voucher type, if multiple vouchers are created and used in Tally.
- Now click “Upload to Tally” button to import entries to Tally directly.