Merging two companies in tally

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Sonal Chavda (Querist)
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19 April 2014 Helloz...
plz help me..
I have two companies in tally ERP 9 and both the company containing accounting of differnt years...now i want to merge them..

I tried by exporting company A's vouchers and then importing in company B, but I don't know what's the problem..
It was not done..

plz guide me, if any other way to merge them..

Aashok Kumar Sharma

Aashok Kumar Sharma (Expert)
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03 August 2024 Merging two companies in Tally ERP 9, especially when they have accounting records for different years, can be a bit complex due to the potential for data inconsistencies and differences in configurations. Here’s a detailed step-by-step guide on how to merge two companies in Tally ERP 9:

### **Steps to Merge Two Companies in Tally ERP 9**

1. **Backup Your Data:**
- Before you start, ensure that you have a complete backup of both companies’ data. This is crucial to avoid any loss in case something goes wrong during the merging process.

2. **Standardize Your Company Data:**
- Ensure that both companies have the same configurations, such as accounting periods, voucher types, and ledger setups. Mismatches in configurations can lead to issues during the merging process.

3. **Export Data from Company A:**
- Open Tally ERP 9.
- Go to `Gateway of Tally > Export`.
- Select the `Data` option.
- Choose `Company Data` and specify the company (Company A) you want to export.
- Export the data in XML format.

4. **Import Data into Company B:**
- Open Tally ERP 9.
- Go to `Gateway of Tally > Import`.
- Choose `Data`.
- Select `Company Data` and specify the file you exported from Company A.
- During the import process, ensure you handle any errors or warnings that Tally may show. It’s important to verify that data is imported correctly.

5. **Reconcile and Verify Data:**
- After importing, check the data in Company B for accuracy.
- Reconcile the imported data with the original data from Company A to ensure completeness and correctness.

6. **Adjust Accounting Periods:**
- Since you mentioned the accounting periods are different, you may need to adjust or align the periods in the merged company. This can be done by:
- Changing the accounting period settings in `Gateway of Tally > F11: Features > F1: Accounting Features`.

7. **Resolve Any Issues:**
- If you encounter issues during import, such as missing vouchers or discrepancies, you may need to manually correct these or consult Tally support for guidance.

### **Alternative Approach**

If direct export/import doesn’t work or is too complex, consider this alternative:

1. **Manual Consolidation:**
- Export reports from both companies for all relevant periods.
- Manually enter the transactions from Company A into Company B. This can be done through:
- **Journal Entries** for transactions.
- **Ledger Entries** for balances.

2. **Use Tally Data Migration Tools:**
- Tally provides data migration and merging tools that can help consolidate data from multiple companies. These tools might be available in newer versions or through Tally partners.

3. **Consult Tally Support:**
- For complex scenarios, reaching out to Tally’s support team or a Tally-certified consultant can provide tailored assistance.

### **Important Considerations**

- **Data Integrity:** Always ensure data integrity during the merging process. Cross-verify data from both companies to avoid discrepancies.
- **Trial Balances:** Verify trial balances and financial reports post-merge to ensure all data is accurately consolidated.
- **Compliance:** Ensure compliance with accounting standards and regulations when merging financial data.

By following these steps, you should be able to merge the two companies in Tally ERP 9 efficiently. If any specific issues arise during the process, referring to Tally’s official documentation or seeking professional assistance might be necessary.

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