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Tally Connect Software imports various types of vouchers like Sales Vouchers, Purchases Vouchers, Bank statements, Receipt Vouchers, Payment Vouchers, Journal Vouchers, E-Commerce, and Payroll Vouchers, and masters like Ledgers, Items, and Stock Journal from Excel to Tally Prime or Tally ERP9.
1- Prepare your data in a template by copying & pasting or by smart mapping
2-Validate Ledger, Items, Vouchers & Auto Create using TallyConnect software
3- Select template & start importing. After successful import, check data in Tally
| Sr no | Points | Tally Connect Software | Tally Prime 4.0 |
|---|---|---|---|
| 1 | Mapping Option | User Friendly | Not User Friendly |
| 2 | Format Specification | Not Required | Required |
| 3 | Simultanous Transfer of Voucher entries & Masters | Yes | No |
| 4 | Identification of New Ledgers & Stock Items | Yes | No |
| 5 | Can we retrive ledger details or GSTN details of existing parties? | Yes | No |
| 6 | Can we retrive Stock Item details? | Yes | No |
| 7 | Duplication of ledgers and stock items cannot be avoided? | Yes | No |
| 8 | The GST calculator is present? | Yes | No |
| 9 | is bank statement import Available | Yes | No |
| 10 | Can we do Real-time corrections While doing mapping? | Yes | No |
| 11 | Are every errors understandable to the user? | Yes | Partial |
| 12 | Accuracy | More | Less |
| 13 | Is Invoice format we need to follow for doing mapping? | Not Required | Required |
| 14 | Support Desk | Timely Remote Support. | you can seek Tally Help on their website. |
As a business owner or accountant, you know how important it is to keep your financial records accurate and up-to-date. However, manually entering all your data into accounting software like Tally Prime can be time-consuming and prone to errors. That’s where Excel to Tally Prime import comes in. By using this powerful tool, you can seamlessly transfer all your financial data from Excel spreadsheets to Tally Prime, streamlining your accounting process and saving you valuable time and resources. In this deep dive, we’ll explore the many benefits of Excel to Tally Prime import and how it can help you achieve more accurate financial records, improve your overall productivity, and ultimately, boost your bottom line. So, if you’re ready to take your accounting to the next level
For this, we did some Market research to find out why TallyConnects is the Best software to import data from excel to tally
TallyConnect Software comes with lifetime validity, which means you only need to pay once and can use it for a lifetime. There is no monthly cost. The professional version costs Rs. 14500/- and includes free updates and support for one year. After that, you have the option of paying Rs. 3500/- per year for an AMC (Annual Maintenance Contract) if you need it. The lifetime version of other software costs Rs. 15000/-. However, considering the quality and features of the software, it may not be worth the money. Other software charges Rs. 250/- per feature per month, which means if you buy 10 features, it will cost you Rs. 2500/- per month or Rs. 25000 to Rs. 30000/- per year. Based on this monthly cost, you can imagine the amount you would need to pay for a lifetime subscription.
TallyConnect software provides Smart Excel Template that allows you to copy and paste your data into specific columns or use the smart mapping feature to automatically import the data.
Other software does not have a data mapping function, so you would need to copy and paste your data into the appropriate fields one by one. This process can be time-consuming and increase the risk of errors, especially when dealing with large amounts of data
TallyConnect Software provides you Smart Invoice merging feature that auto merge invoices having same Invoice Number , Date & Party Name, also merge its stock items Sales ledgers & GST ledgers.
You can undo Recent imported entries in a click if by mistake you import wrong data ,then in single click you can delete it from tally.
Tally Connect Software have separate E commerce templates with auto mapping for all type of MTR sale ,Commission & settlement like Amazon, flipkart, Snapdeal, Udaan , Paytm you just need to select & import data
Tally Connect Software provide Multi currency feature you can import data in multi currency format by specifying Currency symbol,exchange rate, software auto calculate currency conversion.
Software come with Payroll feature like Employee Master, Payroll attendance Payroll Vouchers
TallyConnects is Desktop software works on your side, which means that your data is secured with you. You can directly import data from Excel to Tally without the need for XML file import/export using this software. Other software program that adds macros and add-ins to Excel, which can make the file more complex and potentially cause issues with hanging or crashing. Other online cloud-based solution that requires you to upload your Excel data to their server & this process of uploading and downloading the data from the cloud, as well as importing it into Tally, may be time-consuming and inefficient
TallyConnect Software provides option to Auto create GST ledgers per GST number & Place of Supply if GST number & place of supply same create CGST & SGST Else Create IGST ledger as per Ledger Pattern
TallyConnect Software provides option to Verify ledger Masters & Item Masters within Excel Template here you can Find replace missing Ledger with Tally Ledger or software will auto Create missing Ledger & Item Masters
You can add a Bill reference to a ledger with a single or multiple references at the same time, and provide multiple bill references to multiple ledgers.
You can add multiple cost centers with cost categories and amounts to a ledger in real-time. You can add a single or multiple cost centers to ledgers.
Tally Connect SoftwareSoftware have experience & dedicated Support team to help you with your technical issues. We have Online support ticket system , website live chat, how to use videos & knowledge base
TallyConnect Software import Sale & Credit note voucher with E waybill & E invoice data
| TallyConnect Software Versions | Excel to Tally Prime Import Features | Anual Packages (3500/- Regular AMC) | Lifetime Packages (3500/- Optional AMC) |
|---|---|---|---|
| Single Template Feature | Sales Vouchers | 4500/- | 5500/- |
| Purchase Vouchers | 4500/- | 5500/- | |
| Bank Statement | 5500/- | 6500/- | |
| Multi Dr/Cr - Receipt, Payment, Journal Contra Vouchers | 6000/- | 7500/- | |
| Ecommerce MTR | 5500/- | 6500/- | |
| Stock Journal | 5500/- | 6500/- | |
| Basic Version | - Ledger Masters - Item Masters - Sales with Inventory - Sales without Inventory - Purchase with Inventory - Purchase without Inventory | 6000/- | 7500/- |
| Bank Version | - Ledger Masters - Item Masters - Bank Statement - Receipt Voucher - Payment Voucher - Journal Voucher | 7500/- | 9000/- |
| Standard Version | - Ledger & Item Masters - Bank Statement - Sales with Inventory - Sales without Inventory - Purchase with Inventory - Purchase without Inventory | 9500/- | 11500/- |
| Ecomm Standard Version | - Ledger & Item Masters - E Commerce MTR - Commission data - Settlement data | 9500/- | 11500/- |
| Professional Version | - Ledger & Item Masters - Sales with & without Inventory - Purchase with & without Inventory - CreditNote with & without Inventory - DebitNote with & without Inventory - Bank Statement with Contra Voucher - Receipt Voucher - Payment Voucher - Journal Voucher | 11500/- | 14500/- |
| Ecomm Prefessional Version | - Ledger & Item Masters - E Commerce MTR - Commission data - Settlement data - Bank Statement import - Receipt Voucher - Payment Voucher - Journal Voucher - Credit Note Voucher - Debit Note Voucher | 11500/- | 14500/- |
| Ultimate Version | - Ledger & Item Masters - Sales with & without Inventory - Purchase with & without Inventory - CreditNote with & without Inventory - DebitNote with & without Inventory - Bank Statement with Contra Voucher - Receipt Voucher - Payment Voucher - Journal Voucher - E Commerce MTR - Commission data - Settlement data | 15000/- | 18500/- |
| Payroll Version | - Employee Masters - Attendance Voucher - Payroll Voucher | 6000/- | 7500/- |
| Add On Feature Templates | E invoicing Sales & Credit Note | 6000/- | 7500/- |
| GSTR2B Download & Import into Tally | 5500/- | 6500/- | |
| GSTR1 Upload | 5500/- | 6500/- | |
| Share Market -Multi Dr/cr with Inventory | 6000/- | 7500/- | |
| Multi Currency Templates | 5500/- | 6500/- | |
| Order Vouchers Template | 5500/- | 6500/- | |
| AMC & Support | - Anydesk Support - live chat & on call support - Updated Software Version | 3500/- Regular AMC/Year | 3500/- Optional AMC/Year |
As a business owner or an accountant, you need to keep your financial data updated and accurate. Manual data entry is time-consuming and prone to errors. That’s why it’s important to import your bank statement into Tally Prime. By doing so, you can save time and reduce the risk of errors.
Importing bank statements into Tally Prime allows you to reconcile your bank accounts easily. You can match your bank transactions with your accounting records, ensuring that your financial statements are accurate. It also helps you to keep track of your cash flow and monitor your expenses and income.
Step-by-Step Guide to Import Bank Statement from Excel to Tally Prime
1. Open Tally Prime and select the company for which you want to import the bank statement.
2. Copy paste or import Bank Statement in Excel Template file.
3. you can validate amounts, Voucher types & ledgers with Tally data within Template.
4. Now Select Template in TallyConnect Software & Click on import.
Congratulations! You have successfully imported your bank statement into Tally Prime.
TallyPrime is a complete business management software for small and medium business. TallyPrime helps you manage accounting, inventory, banking, taxation, banking, payroll and much more to get rid of complexities, and in turn, focus on business growth.
You can start using the TallyPrime in a matter of minutes. All you need to do is download the setup file, install TallyPrime, and activate the license. If you are a new user, create a company, and start recording your transactions.
If you are an existing user of Tally.ERP 9 and if your TSS is active, you can upgrade to TallyPrime for free. All you need to do is just download, install, and reactivate your license
Join us as an Associate partner & grow your business without any Investment, so hurry up and join us as early as possible already 250+ partners connected across the globe & have the opportunity to become one of them
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