Excel Template Model
There two variety of excel templates structured for import receipt vouchers
- Multi Ledger Columnar
- Single Ledger Multi line
Validation Rules for Excel file
- Check here for Common Procedure for Vouchers Import.
- Verify Master, connected master of the sales vouchers, such as; ledgers and stock items of the loaded excel can be verified and created to tally directly and automatically.
Steps to Upload to Tally
- 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 “Receipt”
- 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.