Excel-Tally Software How to use Steps
Step 1- Put Data In Template Using Smart Mapping
Excel-Tally software provides you smart data mapping functionality, that helps you to copy all your data from your file to a template without any mistakes.
or simply copy-paste your data column-wise from your sheet to the software template file.
Step 2- Now Match Ledger & Items with Tally Before Importing
Click on CONNECT & MATCH LEDGER WITH TALLY BUTTON
Software highlights you New Ledger by Red Color And Duplicate ledger by Green color by comparing with Tally data
(for detail ledger Creation use SHEET 2 OPTION while importing file using software)
Click on CONNECT & MATCH STOCK ITEMS WITH TALLY BUTTON
Software highlights you New Stock Items by Red Color And Duplicate Stock items by Green color by comparing with Tally data (for detail Stock items Creation use SHEET 3 OPTION while importing file using software )
Step 3- Now Use Create GST Ledger Button
Software Auto Creates GST Ledgers by comparing Invoice GST Number & Place of Supply, Accordingly Create Ledgers as SGST & CGST or IGST also calculate their amours as per TAX RATE Specified.
Software Create Other Ledger as per Headings specified in your data with its amounts in a single click.
Open Excel-Tally Software, it will shows you Dashboard here you can select company in which you want to import data.
Now All set just select template file in software using Sales with Inventory Button & Click on Import Button,
check the software dashboard it will show you Count of Ledgers, Stock items,Invoice Records created.
check in tally all your records are imported successfully