How to import purchase entries from excel to tally

It’s a quick and easy way to import purchase entries from Excel into Tally, which can save you a lot of time and work. With Tally, you can easily manage your finances, track your business activities, and generate reports. In this blog post, we will walk you through the process of importing purchase tickets from Excel into Tally.

Step 1: Prepare the Excel sheet

As a first step, the Excel document with the purchase information must be ready. The columns of the sheet must be the following:

Date: The day the transaction was performed.
The correct setting for this field is "Buy."
Party Name: The name of the seller or supplier
In Stock: The brand of the item you purchased
Quantity: The number of goods purchased

Tariff: The price per unit

Step 2: Save the Excel spreadsheet in CSV format

Please save the entire Excel spreadsheet as "Comma Separated Values" (CSV file. Tally supports this format, which simplifies the import of data. The Excel spreadsheet can be saved in CSV format by selecting Save As from the File menu. Select “CSV (Comma-Delimited)” from the drop-down list under “Save as type." Give the file a name, then save it somewhere easy to find.

Step 3: Import the CSV file into Tally

Open Tally and choose Tally Gateway > Inventory Information > Import > Coupons to import the CSV file. Click on the “Import” option after selecting the CSV file saved in Step 2. The purchase entries from the Excel spreadsheet are now imported into Tally.

Step 4: Check the imported data

When the import is complete, Tally displays the message “Import Complete." To verify the accuracy of the imported data, visit the Tally Purchases ledger. To confirm the imported purchase records, you can also create a “Purchase Record” report.

Step 5: Save the imported purchase receipts in Tally

After the imported data has been confirmed, save the entries in Tally by clicking “Ctrl + A” and then choosing "OK."

To sum up, it is a simple technique that can save you a lot of time and effort to import purchase information from Excel into Tally. You can easily import your purchase receipts into Tally and manage your finances more effectively by following the instructions in this article.

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