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Data Management

Backup & Restore

Take backup of company data in TallyPrime

Restore data in TallyPrime

Steps to restore a company backup in TallyPrime.

Schedule TallyPrime Company Data Backup using Cobian Backup software

You can regularise the process of taking your TallyPrime data backup using Cobian Backup Software. This helps you ensure that you do not lose your TallyPrime data due to a virus attack or hard drive. Watch the video to know how to do it.

 

Data

Configure company Data Path

Configure company Data Path in TallyPrime for Single User

In TallyPrime, you can set a default data path where Company data created in TallyPrime will be stored. You can set the default folder for storing your Company data using two methods covered in the video. 

Configure Company Data for Multi-User

Split Company data in TallyPrime

Share your TallyPrime company data with TallyCare

This video demonstrates the process of sharing your Company data with TallyCare. In your journey with TallyPrime, you might want data rectification and root cause analysis for Company data-related problems. Moreover, you might want TallyCare to perform activities such as data split, export, and import on your Company data. In such cases, you can share your Company data with TallyCare using the procedure shown in this video.

Resolve exceptions in import, repair, migration and synchronisation

Avoid Error Code 0 in TallyPrime company data

 

Data Import

Import Masters and Transactions to your company data

In this video, you will learn how to import masters and transactions to a Company in TallyPrime. If you are creating a new Company and have some set of ledgers or stock items created in another Company, then you can just import those ledgers from that Company and use them in the new Company. This will save a great deal of time, as you do not have to create those masters and transactions in the Company.

Retain Voucher Number Sequence when importing vouchers to a Company

 

Data Migration

Migrate company data to TallyPrime

Steps to migrate from Tally.ERP 9 to TallyPrime for single user and multi-user editions.

Migrate company data to TallyPrime Release 3.0

This video demonstrates the migration of Company data to TallyPrime Release 3.0.

Migrate company data to TallyPrime release 2.0 to 3.0

Migrate company data to TallyPrime release 1.0 to 3.0

Migrate company data from Tally.ERP 9 to TallyPrime release 3.0

In this video, we will look at the process to move from Tally.ERP 9 to TallyPrime 3.0 and use existing license and data. You need to have a valid TSS subscription to upgrade to TallyPrime 3.0. If TSS expired before 12th Jun 2023, you will not be able to upgrade. Visit the Tally website or contact your partner to renew the TSS

Migrate company data from Tally 7.2 to Tally.ERP 9 and TallyPrime

Migrate QuickBooks data to TallyPrime

In this video, we will look at the process to migrate QuickBooks data to TallyPrime. TallyPrime allows you to import QuickBooks data and start recording your business operations within no time.

Migrate company data to TallyPrime release 3.0 (International)

Move to new financial year in TallyPrime using change period option (India)

 

Data Sharing

Send e-mails from TallyPrime using Gmail servers

 

Excel Export

Resolve when you are unable to export to MS Excel in TallyPrime

 

Import Excel

How to import data using the Sample Excel File

       

Import masters & transactions into TallyPrime using your own Excel template

       

Create vouchers while importing data – specify Nth row in mapping template

Exclude rows in Excel for importing data

 

Repair

Repair company data in TallyPrime release 3.o

This video demonstrates the process of repairing Company data in TallyPrime Release 3.0.

Repair company data in TallyPrime release 2.0

 

Sync.

Synchronise company data in TallyPrime

 

TallyHelp

Search and navigate to topics on TallyHelp

Use TallyHelp to resolve errors in TallyPrime

The all-new TallyHelp search engine is here to delight you

 

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