Export to Tally
Send your ledgers and vouchers to Tally — sales, purchases, receipts, payments and GST.
Where to find it: Header → Import / Export → Export to TallyOpen in app
Export
- 1Click Import / Export in the header and open Export to Tally.
- 2Choose the date range (e.g. This financial year).
- 3Tick Include opening balances in the ledgers file only if the Tally company doesn't already have them — otherwise they'd be counted twice.
- 4Choose the voucher types: Sales invoices, Credit notes, Purchase bills, Debit notes, Receipts, Payments to vendors and Expenses (paid).
- 5Click Preview what will be exported and note the totals to cross-check in Tally.
- 6Download the ledgers file first, then the vouchers file.
Import into Tally
- 1In Tally, open the right company and choose Import → Data.
- 2Import the ledgers file first, then the vouchers file.
- 3Compare voucher counts and totals with the preview.
Tip: Under Match your Tally company, set the Tally company name and the ledger names you use in Tally (sales, GST, etc.) and click Save names — every later export uses them.
Still need help?
Email us at [email protected] — tell us what you were doing and attach a screenshot of any error.