Receiving from Accountant | Tallyplug

Usually this scenario comes up when a business wants to share his / her accounting information i.e. Stock, Ledger / Transaction information to Accountant.

Currently this happens over email / shared excel sheets.

Advantages of using Tallyplug format as an exchange medium

  1. Tallyplug preserves the Tally© structure and hence data exported from one point can be imported into another seamlessly.
  2. Tallplug ensures that data entry only happens at one point and multiple operations do not happen on the same data.
  3. Reduces the work effort in validating, re entering information at multiple points.

Exporting data from Tallyplug:

  1. Enter master information i.e. Ledger / Stock into Tallyplug
  2. Enter transaction information i.e. Sales, Purchase, Payment, Receipt etc into TallyPlug.
  3. To export Stock info excel goto -> Menu -> Stock -> Listing -> Choose All Groups -> Export.
  4. To export Ledger info excel goto -> Menu -> Ledger -> Listing -> Select Category -> Export.
  5. To export transaction / vouchers -> Menu -> Voucher -> Listing -> Export
  6. Now you can share the exported excel via email / whatsapp to your Accountant.

Importing data into Tallyplug:

  1. For Ledger import -> Menu -> Ledger -> Import -> Upload
  2. For Stock import -> Menu -> Stock -> Import -> Upload
  3. For Voucher import -> Menu -> Voucher -> Import -> Upload

* Please not voucher sharing by excel mode does not preserve the voucher unique identifier and hence resolves in new entries on the receiver side.

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