Data Management
Backup & Restore
Take Backup of Company Data in TallyPrime
Backup your company data periodically or at any point of time as per your requirement ♦ Avoid data loss due to malware/virus or hard disk crash.
Restore Data in TallyPrime
Learn to restore backup of company data in TallyPrime.
Schedule TallyPrime Company Data Backup Using Cobian Backup Software
Regularise TallyPrime company data backup using Cobian Backup Software ♦ Ensure that you do not lose your TallyPrime company data due to a virus attack or hard drive crash.
Take a Backup to TallyDrive
With TallyDrive, a secure cloud storage introduced in Release 7.0, your data stays protected and always accessible, and readily available for you to restore.
Schedule a Backup to TallyDrive
TallyPrime in Release 7.0 has introduced the Auto Backup feature using which you can now schedule backups directly to TallyDrive, a secure cloud storage service. In this video, you will learn how to set up a backup schedule, choose the backup frequency and method, configure the number of restorable versions, and enable password protection with a recovery option. You will also see how to view your schedules in the Schedule Backup report for easy monitoring and management.
Schedule a Backup to Local Drive
With Release 7.0, you can now schedule backups directly to your local drive, ensuring your company data is backed up automatically without manual intervention. In this video, you will learn how to set up a backup schedule for a local drive, choose the backup frequency, set the backup time, enable and configure the method of backup from F12, and specify the number of restorable versions. You will also see how to view and manage your schedules in the Schedule Backup report.
Manage Backups in the TallyDrive Management Report
The TallyDrive Management report gives you a central dashboard to view, download, delete, and manage your backups stored on TallyDrive. You can track storage usage, and even manage TallyDrive user rights, and extend storage, all from one place.
Manage Backup Schedules in the Schedule Backup Report
In this video, you will learn how to manage backup schedules using the Schedule Backup report in TallyPrime. The report gives you complete control over your company data backups; view and alter schedules, create new ones, monitor schedule history, take immediate backups, and handle exceptions easily. You will also learn how to delete or move schedules and manage multi-user scenarios.
Restore Company Backup Data in TallyPrime
In this video, you will learn how to restore company backup data in TallyPrime. You can restore from TallyDrive, local drives, or downloaded backup files, and even restore multiple backups together. If your http://Tally.NET ID is linked to multiple licenses, you can also restore backups across them with ease.
Data
Configure Company Data Path for Single User
Configure company data path from within TallyPrime ♦ Configure company data path in Tally (.ini) file
Configure Company Data Path for Multi-User
Configure company data path in multiuser access in TallyPrime Gold ♦ Allow different users from multiple computers on a LAN to access data from a single location.
Split Company Data in TallyPrime
Split company data to maintain separate data for each financial year ♦ Choose to split company for any period not only at the beginning of the financial year
Share your TallyPrime Company Data with TallyCare
Share your Company data with TallyCare for data rectification and root cause analysis ♦ Get TallyCare to perform activities such as data split, export, and import on your Company data by sharing your Company data
Resolve Exceptions in Import, Repair, Migration and Synchronisation
Resolve exceptions that occur during import, repair,migration, and synchronisation ♦ Identify the type of exceptions and resolve them accordingly.
Avoid Error Code 0 in TallyPrime Company Data
Learn about Error Code 0 that occurs during the loading of data and take steps to avoid the error
Data Import
Import Masters and Transactions to Your Company Data
Learn how to import masters and transactions to a Company in TallyPrime ♦ Export ledgers and stock items from an existing company and import them in a newly created company to start with recording transactions immediately
Retain Voucher Number Sequence When Importing Vouchers
Import vouchers from one company to another by retaining the voucher numbering sequence from the source company
Data Migration
Migrate from TallyPrime 2.1 or earlier or Tally.ERP9 5.0 or Later to the Latest TallyPrime Release
This video guides you on migrating your data from TallyPrime Release 2.1 or earlier, or from Tally.ERP 9 Release 5.0 or later, to the latest TallyPrime release. You can choose to continue working during the migration or stop the process and resume it later from where you left off.
Migrate Company Data to TallyPrime
Learn the steps to migrate from Tally.ERP 9 to TallyPrime for single-user and multi-user editions
Migrate Company Data to TallyPrime Release 3.0
Learn the steps to migrate date from earlier releases of TallyPrime to Release 3.0 ♦ Learn about the changes to the migration process ♦ Track the progress of migration ♦ View migration summary report with statistics of masters and transactions ♦ Learn about the updates made to company data as a result of migration
Migrate Company Data to TallyPrime Release 2.0
Learn the steps to migrate date from earlier releases of TallyPrime to Release 2.0
Migrate Company Data from Tally.ERP 9 to TallyPrime
Migrate Company Data from Tally.ERP 9 to TallyPrime Release 3.0
Learn to move from Tally.ERP 9 to TallyPrime Release 3.0 and use the existing license of Tally.ERP 9 ♦ Learn to identify the companies that need migration using the number of digits in the company folder ♦ Learn the steps to migrate the data from Tally.ERP 9 to TallyPrime 3.0.
Migrate Company Data from Tally 7.2 to Tally.ERP 9 and TallyPrime
Understand the process of migrating company data from Tally 7.2 to TallyPrime ♦ Learn about the tools to use and the process to migrate data from Tally 7.2 to Tally.ERP 9 before migrating to TallyPrime
Migrate Company Data to TallyPrime Release 3.0
Migrate company data from earlier releases of TallyPrime release 3.0 ♦ Track the progress of migration ♦ View migration summary report with statistics of masters and transactions ♦ Learn about the updates made to company data as a result of migration
Migrate Data from TallyPrime Release 2.1 or Earlier Versions to Release 5.1
Migrate data from TallyPrime Release 2.1 or lower versions to Release 5.1 ♦ Retain original voucher numbers for selected voucher types when a voucher is deleted or inserted ♦ Choose transactions to be included in HSN/SAC Summary
Move to New Financial Year in TallyPrime (India)
Learn to change the period of your books of accounts to new financial year ♦ Carry forward your balances and references along with masters by using the change period method to start books for new financial year
Data Sharing
Send e-Mails from TallyPrime Using Gmail Servers
Generate e-mail password for Gmail account and use App password to send mail from TallyPrime using Gmail server ♦ Enable 2-step verification for your google account
Excel Export
How to Resolve When You Are Unable to Export to MS Excel in TallyPrime
Learn to resolve the issue stopping you from exporting data in MS Excel format
Import Excel
How to Import Data Using the Sample Excel File
Export sample excel file from TallyPrime ♦ Fill in your masters or transactions data in sample excel file ♦ Import the data into your company from sample excel file
Import Masters & Transactions into TallyPrime Using Your Own Excel Template
Import masters and transactions into TallyPrime using the data in your won excel template ♦ Map the columns in the excel template with the fields in Tally masters to import the data
Repair
Repair Company Data in TallyPrime Release 3.0
Import masters and transactions into TallyPrime using the data in your won excel template ♦ Map the columns in the excel template with the fields in Tally masters to import the data
Repair Company Data in TallyPrime Release 2.0
Import masters and transactions into TallyPrime using the data in your won excel template ♦ Map the columns in the excel template with the fields in Tally masters to import the data
Resolve Error Code 0
Restore a data backup taken before the error occurred
Resolve Record Insertion Failure Error
Learn the steps to resolve the Record Insertion Failure error
Resolve the Debug Location Error
Repairing the company data using Run or Command Prompt
Resolve the File Damaged Error
Repair the company data
Resolve the Manager/LinkMgr Error
Repairing the company data using Run or Command Prompt
Resolve the TranMgr Error
Repairing the company data using Run or Command Prompt
Sync.
Synchronise Company Data in TallyPrime
Learn the benefits, prerequisites, and do’s and don’t’s for Synchronisation in TallyPrime ♦ Set up TallyPrime for Data Synchronisation ♦ Create Sync rules in the client machine ♦ Connect company through Tally.NET for synchronisation ♦ Send Client rules from the client machine to server ♦ Activate server rules ♦ Sychronise masters and transactions
TallyHelp
Search and Navigate to Topics on TallyHelp
Learn to search and navigate to required topics on TallyHelp
Use TallyHelp to Resolve Errors in TallyPrime
Learn to search and navigate to required topics on TallyHelp
Understanding the All-New TallyHelp Search Engine
Learn to search and navigate to required topics on TallyHelp
