You can request your account administrator to create a new Tally.NET ID. Thereafter, the admin can approve the access to Connected Banking for you.

To know more, refer to Login for Connected Banking | Non-Admin Users.

You need to ask your Tally partner to update your e-mail address under the license.

Thereafter, you can log in or register for Connected Banking.

If you do not know your e-mail address, then you can get it from the license information.

If you know the password of your e-mail, then you can also change your e-mail address on the Tally Solutions customer portal.

If the e-mail address and password are not available, then you will need to get in touch with TallyCare.

The accountant can change the e-mail address on Tally Solutions customer portal.

The chartered accountant can change the e-mail address on Tally Solutions customer portal.

Even if your Tally.NET ID and the e-mail address registered with the bank are different, you can still use the Connected Banking services in TallyPrime.

To know more, refer to log in or register for Connected Banking.

You need to log in because you haven’t performed any online activity for more than 15 minutes.

In such a case, you will need to enter a password to make the session active.

To know more, refer to Log in to Connected Banking when the session is expired or inactive.

Yes, you will need to log in again, because the Connected Banking session is inactive.

To know more, refer to Log in to Connected Banking when the session is expired or inactive.

Based on the bank accounts you want to connect to TallyPrime, refer to the below table to know the criterion for linking mobile number to your Tally.NET ID:

You need to change the password, because the password policy has been updated from TallyPrime Release 6.0.

Your new Password should either be a 6-10 digit PIN or contain at least 8 characters with one uppercase letter, one lowercase letter, a number, and a special character.

No, an account administrator does not require any approval, as Connected Banking is enabled for all administrators. However, you will need to link a mobile number to your Tally.NET ID, before you can begin to use Connected Banking.

In such a case, you can change the mobile number on the Tally Solutions customer portal:

1. Click My Profile.
2. Enter the mobile number.
3. Accept the terms and conditions.
4. Click Update.

In such a case, you can change the mobile number on the Tally Solutions customer portal:

1. Click My Profile.
2. Enter the mobile number that is registered with your bank.
3. Accept the terms and conditions.
4. Click Update.

You can get in touch with TallyCare to change your registered e-mail address.

Check your internet connection and try again.

Alternatively, you can reset the Connected Banking login.

1. Press F1 (Troubleshooting) > Reset Connected Banking Login and press Enter.
2. Press Y to confirm.

You can try to reconnect your bank accounts to TallyPrime.

To know more, refer to Reconnect Bank Accounts.

No, the bank login credentials does not get stored in TallyPrime.

However, the token to access bank accounts in TallyPrime gets stored.

You can link any mobile number to your Tally.NET ID when you are registering for Connected Banking in TallyPrime.

To know how to do it, refer to Link mobile number to Tally.NET ID.

You can also link a mobile number to your Tally.NET ID on the Tally Solutions Customer Portal.

The users, who have connected bank accounts, using their Tally.NET credentials can get the Bank Balance and Bank Statement.

No, the user will need to log in, because the licenses in both the computers are different.

The Admin doesn’t always perform the Banking activities. Moreover, some banks, such as State Bank of India (SBI) have a process for adding users, who can perform Banking activities. Therefore, you will need a new user with banking rights under your license.

No, the user gets approval to log in only on a computer with a specific license. If a user wants to access Connected Banking in a computer with a different license, then an approval from the Account Administrator will be required.

To know more, refer to Log in for Connected Banking | Non-Admin Users.

Here are the steps to follow if you are not receiving an OTP.

1. Check if the number entered is a 10-digit valid mobile number.
2. If the mobile number is correct, then press Alt+H (Resend OTP).
3. If you still don’t receive an OTP on your mobile number, then contact Tally Solutions.

Here are the steps to follow if you are not receiving an OTP.

1. Press Alt+H (Resend OTP).
2. If you still don’t receive an OTP on your mobile number, then contact Tally Solutions.

Yes, a valid license and TSS are needed to use the Connected Banking services and the enhanced reconciliation features available in TallyPrime Release 6.0.

To check Bank Balance in TallyPrime:

1. Press Alt+Z (Exchange) > Get Balance.
   Alternatively, press Alt+Z (Exchange) > All Banking Options > Get Balance.
2. Select one or more bank accounts to get the balance.
3. Press B (Get Balance).

To know more, refer to Get Bank Balance.

Your Axis Bank ledger gets listed in the Get Statement or Get Balance report, you need to ensure the following:

• The Bank Name in the ledger is Axis Bank (India).
  To know more, refer to Create Bank Ledgers.
• Your Axis bank accounts are connected to TallyPrime.
  To know more, refer to Connect Bank Accounts.

You can import Bank Statement online right from the bank through Connected Banking.

To know how to do it, refer to Get Bank Statement.

You can get statements only from the banks supported for Connected Banking in TallyPrime. 

To view the list of banks supported for Connected Banking, press Alt+Z (Exchange) > All Banking Options > Bank Connections. 

Press F6 (New Connection).

The list of supported bank gets displayed.

To know more, refer to Connect Bank Accounts.

If the status of a request is Pending, then you can click Get Statement to refresh the status. 

If the Statement has been received from the bank, then it will get imported.

You can also delete the required and request a statement all over again.

To know more, refer to Get Bank Statement.

Once the statement is ready to import, you can click Get Statement to import the statement. 

To know more, refer to Import Bank Statement.

Press Alt+B Bank Connections. You need to Connect/reconnect your bank accounts to TallyPrime. 

To know more, refer to Reconnect Bank Accounts.

Currently, Axis Bank does not provide a running balance after you import the Bank Statement. So, Balance as per Bank Statement is not displayed in the Bank Reconciliation Summary and Imported Bank Data report.

If you want to verify the bank balance against books, then you can check the Expected Bank Balance in the report and also the balance on the bank portal.

For real-time balance, you can get bank balance right from TallyPrime.