Procedure for Import Sales Vouchers
Excel Template Model
- There are different variety of excel templates are structured to upload various types of data formats from excel.
- Excel templates are enabled with columnar and multi line ledgers, stock items and vouchers methods.
- Refer invoice templates for more details.
Steps to Upload to Tally
- Ensure that Tally Master App is connected to Tally thru ODBC
- Go to Accounts Voucher menu, click “Sales”
- 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.