CASE 1 : Import data in a NEW Company in Tally ERP
Steps
Import data in a NEW Company in Tally
1. Create a NEW Company in Tally (do not use existing Company)
2. Enable GST feature
3. Start udi-Magic Software
4. Select "Excel to Tally >> Import data into Tally"
5. Click the Browse button and select the Excel sheet "Vouchers-V9-Sales-Purchase-Basic.xls" from the folder :
C:\udi-MagicDemo or C:\udi-MagicV90.
6. In the next screen, click the Start button
This will import data into the New Company in Tally
CASE 2 : Import data in an EXISTING Company in Tally ERP
Before you begin, ensure that you have set / updated the StockItems and Party Ledgers in your existing Company.
CAUTION
If you do NOT set / update the StockItems and Party Masters in your existing Company, you will NOT get HSN code; and Tax details correctly in Tally Reports.
You can use the following templates to update GST details in StockItem and Party Ledgers:
- Master-StockItemMaster.xls
- Master-LedgerMaster.xls
STEPS
Import data in an EXISTING Company in Tally
1. Open you Existing Company in Tally
2. Start udi-Magic Software
3. Select "Excel to Tally >> Import data into Tally"
4. Click the Browse button and select the Excel sheet "Vouchers-V9-Sales-Purchase-Basic.xls" from the folder :
C:\udi-MagicDemo or C:\udi-MagicV90.
5. In the next screen, click the Start button
This will import data into the New Company in Tally