How to use Import or Export in Tally

Import and export vouchers from one company to another is another an important task. This task is done by most of the accountants. In this article will discuss to use import and export in Tally ERP 9.

Dear Friends, You know very well about the Tally software. At present time Tally is one only most popular accounting cum inventory software that handles the day-to-day all routine operations of any business unit very effectively. It is widely accepted by the different accounts for its user-friendly nature. Tally software allows you to easily import or export in Tally your important data.

Must Read: Set or Edit Credit Limit in Tally ERP9 on ledger account

Tally provides different accounting and inventory features that allow any user to maintain his company accounts effectively.  So, today we talk about How to Import and Export Masters from one company to another company in the Tally or Tally.ERP9. If you want to import / export data from one company to another company in that case you have to take following steps to easily use import and export facility in tally accounting software.

Reason of Import and Export in Tally ERP 9

You can import vouchers from one company to another in Tally.ERP 9. This could be due to the following reasons:

● Data corruption/loss.

● Migrating into a later release.

● Importing data from third party.

Data can be exported from Tally.ERP 9 for many reasons such as for use in a third-party application, for filing returns, and so on.

You can export data in 6 different formats:

● ASCII (Comma delimited)

● Excel (Spreadsheet)

● HTML (web-publishing)

● JPEG (Image)

● PDF (Portable Document Format)

● XML (data interchange)

Import or Export in Tally

Import Data: With the help of Import option in Tally you can easily combine more than one company data in to single company.

Export Data: With the help of Export option in Tally you can easily send your data in to Ms Word, Excel, Notepad and XML format as per your need.

STEP 1 – OPEN BOTH COMPANIES
Open more than one companies first source company and second target company.

STEP 2 – EXPORT MASTERS – Format’s for Export File First, open both companies. One which data you want to export (source company), and second, where you want to import data (Destination company) Now, Open the source company and use the following path for export masters – GOT – Display – List of Accounts – Press Alt + E (Export) – Select XML format and give the output file name.

Note – Put .XML sign after the output file name.

STEP 3 – IMPORT MASTERS –
For import master, open the destination company and use the following path for import master. GOT –> Import of Data –> Master –> Give the file name here and press Enter

STEP 4 – VOUCHERS EXPORT –
Again open the source company and use the following path for export vouchers
GOT –> Display –> Day Book–> Press Alt + E –> Give the output file name.

Note – Put .XML sign after the output file name

STEP 5 – IMPORT VOUCHERS –
Now open the destination company and use the following path for import vouchers –
GOT –>Import of data –>Vouchers–> Give the file name here and press Enter

HTML – Hyper Text Markup Language
ASCII – American Standard Code For Information Interchange
XML – Extensible Markup Language
PDF – Portable Document Format
JPEG – Joint Photographic Experts Group

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I hope you like this Import or Export in Tally guide. Give your important suggestions in comment box regarding this post and share your knowledge with your friends, colleague, family members and others. Thanks.