Excel to tally

sai vineeth (20 Points)

09 December 2018  

Enabling Excel Add-in

  • Download Excel Add-in from My Blog
  • Go to Excel Add -ins in Developer Tab and Click on browse
  • Select the Excel file downloaded and enable permissions if asked
  • Make sure that Checkbox for Excel To Tally is Checked.
  • Now You Can see new Ribbon Menu Named Tally.
  • Click On Help To View Instructions.(Don't Delete This Sheet )


Configuring Tally ERP9

  • Open Tally As Administrator
  • Click F12 and Navigate to Advance Configuration
  • Set Tally ERP9 Acting is acting as Both
  • Enable ODBC Server Yes
  • Port 9000 (For Premium you can Change Port and mention port in Excel sheet)


Using Add-In

  • On Instructions Sheet Cell B1 Give 32 bit or 64 bit as per your Office version
  • Click On Masters template to Create Masters
  • Click On Voucher Template to Create Vouchers Like sales , Purchase , Payment , Receipt or any custom vouchers.
  • After entering data Click on Export Masters to Create Ledgers and Export Vouchers to Create Vouchers
  • For Premium users response is shown beside entry in Excel sheet
  • For demo Users response is shown in calculator in tally.