First time user - The absolute basics
We created this page as we received feedback that our process flow was confusing and difficult to understand for a first time user. So this is the cleanest, least complicated explanation of how the site works.
There are just 5 steps. Please read all steps by click on each link to expand the information before uploading.
At a minimum, for each entry you need to fill in:
- Voucher Type
- Debit and credit ledger names
- Debit and credit amounts
Other columns are optional
The file will be converted after upload and take you to a downloader page. Click the link to download the XML file. You have to import this XML file into Tally.
Note down / copy the full file path e.g. C:\Users\Downloads\123456.xml
Go to Gateway of Tally > Import Data > Vouchers. Paste / type the path above and press enter.
If you have done everything correctly, your data wil be imported! Congratulations! You now know how the process works. Once you feel more confident, you can try out the more advanced templates based on your requirement.