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Making the files

Choose the dates and what to send, check what will go, and make the two files, with every option explained.

  1. Open Settings, Integrations, press Set up on the Tally card, and stay on Send to Tally.
  2. Dates. From starts the day after your last export, so months follow each other without a gap. To is today. Change either.
  3. What to send. Tick the sections you want. Each has an information icon saying exactly what goes.
  4. Leave Only what is new or changed on.
  5. Leave Also create the standard ledgers off, unless the Tally company is new.
  6. Press Check what will go. Nothing is saved yet. You see how many of each will go, how many are already in Tally unchanged, and anything that will be left out, with the reason.
  7. If the counts look right, press Make the files.
  8. Download 1. Masters and 2. Transactions, and import them in that order. See Importing into TallyPrime.
The result of Check what will go: a row for sales, payments received, and customers, vendors, items and ledgers, each with how many will go, one invoice left out, and an amber box naming it and saying it is in US dollars.
Check what will go: counts by section, and every document that will be left out, with the reason.

How documents are chosen

KindChosen byWhich ones
Invoices, bills of supply, credit notesInvoice dateEvery one that is not a draft. A cancelled one only if it was sent before, so Tally can cancel it too
Purchase bills, debit notesBill dateThe same
Payments received and madeThe date paidCompleted payments, not failed or deleted ones

A document revised after it was issued goes as its latest revision. The earlier one is replaced, not sent alongside it. Invoices are no longer revised: a sent invoice is withdrawn by a credit note, which goes to Tally as its own voucher.

The two switches

SwitchOnOff
Only what is new or changedLeaves out anything already sent and unchanged since. An edited document goes again and replaces its copy in TallySends everything in the dates again. Tally updates what it has rather than doubling it, but the file is bigger and takes longer
Also create the standard ledgersAdds the sales, purchase, GST, round-off, discount, charges, TDS and bank ledgers to the masters fileAssumes they already exist in Tally under the names in Set-up

When it is done

Files ready: the counts that went, then numbered steps to import into TallyPrime and two buttons, 1. Masters and 2. Transactions.
Two files, and the four steps to import them, in order.

The files are kept. You can download them again from History at any time. Nothing that was left out is in them, so the rest is safe to import while you put the left-out ones right.

If nothing has changed since the last export, Make the files says so instead of making two empty files: Nothing new to send: everything in these dates has already gone to Tally unchanged.

Next in tally Importing into TallyPrime → Before you start →

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