Tally.ERP 9 4.7 Build 45 Professional

Tally.ERP 9 4.7 Build 45 Professional

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Tally.ERP 9 is intended to provide business owners with a reliable software solution for managing their accounts, inventory entries, transactions, sales and purchases within a user-friendly environment. Especially designed to meet the requirements of medium sized companies, Tally.ERP 9 comes with all the necessary tools for efficiently managing your business. Its wide array of features covers accounting and finance management tools, manufacturing, inventory and sales, distribution, costing, compliances and payroll, human resources, self service and customer support. The main purpose of the application is to make everyday business management tasks much easier and encourage communication and collaboration between departments, business owners and associates. Tally.ERP 9 organizes your financial data into separate groups, enabling you to view the ones that interests you at a certain point. It allows you to create new inventory entries and add new cost or income items to the balance sheet. The application can be used for generating sales orders, invoices and receipts, managing entries in the stock journal and handling all the material transfers, liabilities and assets. Additionally, it enables you to keep track of the cash and bank accounts, sundry debtors and creditors and determine the capital / inventory turnover. All the calculations are automatically performed, thus determining the company profit or loss shouldn’t pose any problem. All the generated reports and data can be easily printed, exported to your computer or sent via email. The advanced remote capabilities, together with the multitude of customization options make Tally.ERP 9 a powerful tool that can keep track of all the aspects of a medium-sized company. Regardless of the demands of a business owner, Tally.ERP 9 can rise to their expectations, providing tools for efficient resource planning and daily operation management.

How to Import Export Tally Data from One Company to Another

In our previous post, we have discussed how to backup and restore tally company and now here you’ll find a step by step guide on how to Import and Export Tally data from one company to another company. Import/Export is one of the important feature of Tally which saves a lot of time of the users. You can easily transfer Ledgers, Stock Items, Godowns, Cost Centres  and Cost Categories, Transactions/Voucher Entries and everything else from one company to another company. Tally also allows you to Export all data at a time from one company and Import to another company. Go through this page to find a simple tutorial on how to Import Export Tally Data.

In Tally, whenever a new company created, by default you’ll find two Ledgers- Cash and Profit and Loss, rest of the ledgers you have to create according to your need. Most of the ledgers are common for each company such as- Sales, Purchases, Salary, Rent, and many more. So, why wasting time by creating those ledgers in a new company while we have already created those ledgers to another company, just import those ledgers from there. Like wise you can importStock Items, Stock Units, Godowns and even Voucher entries can be import from another company.

Also Read: How to Delete Company From Tally

There are two ways in Tally to Import data from another company, one is using the Import and Export Menu Option and another is directly transfer data from one company to another. In this article we will show the Import and Export Menu option to transfer data from one company to another. Follow the tutorial below.

Important Note: The tutorial is based on the Tally.ERP9 but should work with other versions of Tally. For tutorial purpose, we recommend you to import data to a newly created company where no important data is stored, else you may loss your company data.

Import Export Tally Data

First open Tally, go to the Company Info Menu (Alt+F3)- Select Company and open the company from where you want to import data. Now, go to the Gateway of Tally- Display- List of Accountsand check how many Ledgers are there at the bottom of the screen. See the image below.

 Now, press Alt+E or click on the Export option at the top. Export setting screen will appear, press backspace key and do the following settings to Export Ledgers from here:

Languages= Default (All languages)
Format= XML (Data Interchange)
Output File Name= Ledgers.xml (Type whatever file name you want to give but .xml is must)
Type of Masters= Ledgers (or you can select any other option from the list)

Press Enter to accept the Export confirmation message, all the ledgers will be Export and stored in a file name Ledgers.xml. The Exported file is saved under the Tally main folder.

 Now, open a newly created company and check how many Ledgers are there from Gateway of Tally- Display- List of Accounts. Here you can see only 2 Ledgers are there.

 To Import all those Ledgers from the Exported file, go to Gateway of Tally- Import- Import of data- Masters, and do the following settings:

Import File Name (XML)= Ledgers.xml
Treatment of entries already existing:

• Combine Opening Balances: Add opening balance of both the companies for existing ledgers
• Ignore Duplicates: Duplicates ledgers will not be Imported
• Modify with new data: Duplicate ledgers will be replaced with new ledgers

Note: while importing ledgers to a fresh company, then select any of the option from the list.

Also Read: How to Change Default Company In Tally

Now, go to the List of Accounts menu, total 18 ledgers should be there. You can now check or alter ledgers from Gateway of Tally- Accounts Info- Ledgers- Alter. Same way you can Export Stock Items, Stock Units, Godowns etc and Import to a newly created company.

How to Backup Restore Tally Company

How to Backup Restore Tally Company [Backup Restore Tally Data]

Data is everything for all types of users whether using computers or mobile devices. Regularly we use many computer software to do some specific job and store it in hard disk, like wise mobile users have contacts, SMS’s, Apps stored in their mobile memory card. Definitely these are very important to us and we don’t want to loss anyway. Backup of data means making an extra copy of your important data and stored in different location so that we can restore later in case we face any data loss. Tally is widely used computerised accounting solutions programme used all over the world and no need to say that how accounts is important for a business or company or even for an individual. Today we are going to describe how to backup tally company andrestore tally company.

In Tally, there are two simple ways to easily backup restore tally company. You can either use thetally Backup and Restore menu option or backup tally company by copying the tally data folder. Follow the below step by step guide to backup and restore tally company. You can also view theBackup Restore Tally Company Video Guide at the end of this tutorial. Go through the tutorial as described.

Also Read: How to Change Default Company In Tally

Important Note: The tutorial is based on the Tally.ERP9 but should work with other version of Tally. Before proceeding to the guide we recommend you to install tally and make at least two sample companies and do as stated here.

Backup Restore Tally Company

For the first process, we don’t need to open the Tally software. You should know that whenever a new company is created, tally creates a separate folder for the company and store all data related to that company in it. In Tally.ERP9 the data folder is named as 10000, 10001, 10002 and so on. The data folder is normally located in the main tally folder in one of your computer hard disk drive. To locate the data folder location of tally in your computer, open Tally, go to Company Info Menu-Select Company and see the directory path of your data folder at the top. See the image below.

 So, you can go to the data folder location and copy all the company folder and stored it in another location. You can also carry these company folders and paste it to data folder of another computer where tally installed. However, in new computer there may have the same folder, so you can rename each folder to different serial number between 10000 to 99999. Don’t try any other serial number or name while rename.

For the second process, open Tally, go to the Company Info Menu-Select Company and check how many companies are there. Here we have two companies- “NasirTech” and “Unique Systems” and the location of data folder is C:\Tally.ERP9\Data, as you can see in the above image. You can backup a single company or backup multiple company at a time. To backup both the companies, go to Company Info Menu-Backup. In Backup screen Source= Location of the Data folder and Destination= Location of the Backup Folder (Type C:\Tally Backup in Destination field). Select both the companies and Yes the confirmation message. Tally will create a folder named Tally Backup in C:\ Drive and store the backup file in it.

 Now, Quit Tally and go to C:\Tally Backup and check the backup file. You’ll find a TBK900.001file, this file contains both the company folder. You can take it with you in CD or Pen Drive or Email and restore in Tally to get both the companies. Now, open Tally and delete both the companies. Go to Company Info Menu-Restore and type Source and Destination path as seen in the image. You can restore both the companies or select a single company to restore.

Also Read: How to Delete Company From Tally

 Warning: Whenever you take a backup, Tally creates the backup file as TBK900.001. So, don’t take backup of different companies in the same location, else the backup file will replace without any prompt.

How to Delete Company From Tally

How to Delete Company From Tally [Delete Tally Company in 2 Simple Ways]

Many users find difficulties to delete all those unnecessary companies from Tally as there is no specific option available in Tally menu to delete company from Tally. This is true that there is no dedicated menu option to delete Tally company but this is also true that deleting tally company is as easy as deleting other windows files and folders. In this article we are going to share two simple process to remove company from Tally. The tutorial is described in very simple way even a newbie Tally user can follow. More over we have put a video guide on the topic to make it more easy for you.

There are two simple ways to delete company from Tally-

1) Delete Company Folder (without need to open Tally): As we know that Tally creates a separate folder for every company we create. You’ll find those folders in the Tally Data folder (Tally company folders names are like- 10000, 10001, 10002 and so on). So, the simplest way to delete company from Tally is- go to the location of the company folder and delete the folder as we delete a regular folder. In this process you do not need to open Tally.

2) Delete from Company Alteration Screen (Need to open Tally): Other than deleting the company folder we can also delete tally company by using tally menu option. For this you need to open tally first, go to the company alteration screen from Company Info menu and use tally company delete shortcut key (shortcut key available below) to remove company.

Also Read: How to Change Default Company In Tally

Important Note: If you remove company by deleting the company folder from the tally data directory then you have chance to restore company from Recycle Bin later but if you remove company from tally alteration screen then the company is permanently deleted, so no chance for restore later.

Warning: Before proceed to company delete guide make sure that you have tally installed in your computer and already have some sample companies to test. Also make sure that company you’re going to delete have no important data in it, if necessary take a backup of it or else you may loss your company. The tutorial is based on Tally.ERP9 but should work with every version of tally. So, lets move onto the tutorial below:

Delete Company From Tally

For the first process, we’ll open Tally and check how many companies are there and also the Data folder code of the company we want to delete. So, open Tally and go to the Company Info Menu by pressing Alt+F3, choose Select Company. Here you can see in the below image, we have two companies “NasirTech” and “Unique Systems” and the Data folder code of the companies are“10000” and “10001”. Also check the location of the Data folder (C:\Tally.ERP9\Data) which shown in arrow.

 Now, to delete the first company, Quit Tally and open the Tally Data folder from My Computer- C:\Drive- Tally.ERP9- Data. Delete the “10000” folder (which is for “NasirTech” company). See image below.

After deleting the folder, open tally and check whether the company is deleted or not. Your Tally company list should show only the second company as you can see in the below image. The first process done.

For the second process, first open the second company from Company Info Menu- Select Company. After opening the company, go to the Company Info Menu again and select Alter. Company Alteration screen will appear, press Alt+D here, two confirmation message will come, press Enter for both the cases for Yes. The company will be deleted. Now go to Company Info Menu- Select Company to confirm the action. No company will be there. See Image below.

You have done. You can restore the first company from the Recycle Bin but the second company is permanently deleted.

How to Change Default Company in Tally

Every version of Tally comes with a small configuration file (tally.ini file) which located under the main Tally folder. This configuration file contains some basic settings that user can edit according to their need. The Tally configuration file allow settings related to “Tally License Server”, “Location of Data Files”, “Default Companies to Preload”, “Location of Language Files”, “Tally Color Settings” and so on. Today we will learn how to change default company in Tally or how to turn off the default company loading option in Tally and  more over we’ll learn how to set a list of companies to preload whenever Tally starts.

The default settings of Tally allow the very first company (data folder code of which is 10000) to be preloaded every time Tally starts.  However, you can change this to any other company in the list or turn off the option so that no company will be preload or even you can set multiple companies to be preload every time. To do so, you have to make a little change in the Tally configuration file. In this article we’ll guide you to change default company in tally. Just go through this page to get complete knowledge on the topic.


Also Read: How to Delete Company From Tally

Important Note: The tutorial is based on the Tally ERP 9 version but should work with every version of Tally. Make sure you have Tally installed on your computer and already have few companies there. Follow every step as described below.

Change Default Company In Tally

First open Tally and check which company is preloaded. Here, you can see in the image that the company named “NasirTech” is opening by default. We can change it to any other company but before that we’ll learn how to turn off default company loading option in Tally.

 To turn off the default company loading option from Tally, first Quit Tally and open the Tally configuration file. Tally configuration file is located under the main Tally folder, normally you’ll find the Tally folder in the C:\ drive (if not changed while installed). Look in every partition of your hard drive and open the Tally folder, find the tally configuration file which is tally.ini file. Open the file and set the Default Companies option to “No” (currently it should be “Yes”) and Save the file. See the image for help.

Now, open Tally and see the effect of this change. No company should preload as the optionDefault Companies is set to No.

Also Read: Change or Remove Tally Vault Password

Warning: Do not change anything other than this in the tally configuration file if you don’t have knowledge about that, else you may experience tally malfunction.

Extra Note: If you having problem to recognize the tally.ini file or the .ini extension is not showing then follow this step to show the file extension in windows:

For Windows XP PC: Go to Tools Menu--Folder Options--View Tab--off the check mark of “Hide extensions for known file types”

For Windows 7 PC: Go to Organise--Folder and search options--View Tab--off the check mark of “Hide extensions for known file types”

Also Read: Backup Restore Tally Company

Now, we can set any other company of our choice as a default company to be preload. First go to the Select Company and check how many companies is there. Here we have second company named “Unique Systems” and the data folder code of the company is 10001 (see the image). Data folder code is required to set the company as default company.

To set the “Unique Systems” as a default company, Quit Tally and open the tally configuration file. Set the Default Companies option to “Yes” and in the next line (Load=10000) replace the 10000 to 10001 (10001 for Unique Systems) and save the file (see image for help).

Now, open Tally and see the effect of this change. The second company should open this time. Now, we’ll learn how to set multiple companies as default company in tally. For example, we have two companies here- NasirTech and Unique Systems and want to make both these companies to be preload whenever Tally starts. We can also do this by making changes in tally configuration file. To do so, Quit Tally and open the tally configuration file again. Add an extra line just below the Load=10001, type Load=10000 and Save the file (see image for help). Like wise you can set more companies as default company.

Now, open Tally again and see the effect of this change. Both the companies should preload. Click on any company to make it active company or press F3 and select the company you want to active. The arrow area shows which is active company (See the image).

How to Change or Remove Tally Vault Password

Along with Data backup, data security is one of the most important task in order to protect our important data from unauthorized access. Most of the software allow password protection facility to protect their files. We can also use many third party software to encrypt, password protect or hide files and folders from open eyes. Tally users can also protect their companies from being unauthorized access by setting password protection. To set Tally company password protection, you do not need to use any third party software or tools, Tally is inbuilt with standard password protection facility and the Tally Vault Password is one of its data security system. In this article we’ll guide you set tally vault password and remove tally vault password.

Tally allow two types of data security system, one is normal data security which allow to create users and password for a specific company and another is Tally Vault Password which encrypt the company data, means if you apply tally vault password to a company, the company name and financial year will not be displayed in the company list, rather you can only see the data folder code. Today we’ll discuss how to encrypt tally data by setting tally vault password and how to remove tally vault password from an existing company. Go though the tutorial below:

Also Read: How to Backup Restore Tally Company
Also Read: How to Import Export Tally Data

Important Note: The tutorial is based on the Tally ERP 9 but should work with other versions of Tally. Follow the below guide as it.

Change or Remove Tally Vault Password

Tally Vault password can be set at the time of company creation, while creating a new company you can set Tally Vault Password for the company or skip it to set later. If you skip tally vault password at company creation screen, later you can set it from the Company Info menu. Note that, Tally Vault Password will not be available at the company alteration screen. Go to Company Info Menu- Create Company and create a new company with vault password. See the image below.

 Now, go to Select Company and check list of companies, the newly created company name will not displayed, instead you’ll notice “*********” and data folder code (see image below). Now, to set vault password to an existing company, open an existing company. Here we’ll set vault password to “NasirTech” company.

 Now, go to Company Info Menu- Change TallyVault, select the company and type password in the New Password and Repeat New Password field and Yes the confirmation message. You’ll see a information as “Created New Company” and the serial number of new company data folder. Means a duplicate company will be create with vault password. See the image below.

Now, go to Select Company and check list of companies, NasirTech without vault password and with vault password both will be in the list, now you can delete the old company. See the image below.

Also Read: How to Delete Company From Tally

Now, to remove tally vault password, open the company with vault password and go to Company Info Menu- Change TallyVault, select the company, Type current password and press blank enter for rest of the field. Again a new company will create. Now you can delete the company with vault password.

 Warning: Tally Vault Password is always case sensitive, means while giving password make sure that Caps Lock is on or off, you can also set password by combination of capital and small letter and combination of text and numbers. Every time you change or remove tally vault password, a new company will be create to effect the change.

Also Read: How to Change Default Company in Tally

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