1) Watch Demo Video
2) Follow Step By Step Process
1. Login in to your Excel2Tally.in account
2. Select Template “Sales Without Inventory”
3. Click “Process Data”
4. Add Company& Select Template.
5. Download Sample file format
6. Once you are ready with your excel data then Choose file and Upload Excel
STEP – 1
7.Now Click Process Excel
STEP – 2
8. Now Click Download XML
STEP – 3
9. Now import the converted XML to Tally, using option import data > Vouchers
10. In case data is not imported in Tally than check Tally.imp file for data import log report.
3) Column Wise Explanation
The column names given in RED are compulsory and are required to be filled where as the column names in BLACK are optional
| Column Name | Explanation | Excel Template Example |
| Date | Date is the day on which an invoice for goods is issued, which is usually the same day on which the goods are sent to the buyerTally is very flexible and thus allows the user to present the invoice date in various formats but it will be expressed/represented in tally as DD/MM/YYYY OR DD-MM-YYYY. | Recommended formats are 01/02/2018 OR 01-02-2018 |
| Voucher No | In Tally, voucher numbers are automatically set by default.They are used with some words or are of greater digits such as 101 or A-101 or TAX-101 and so on. You can select the required Method of voucher numbering from the voucher type creation/alteration screen. The Methods of Numbering list appears as shown below: 1)Automatic 2) Automatic (manual over ride) 3) Manual 4) Multi-user Auto | VN-R1 |
| Voucher Type | Voucher type pertains to Accounting, Inventory and Payroll. These are used for recording various transactions according to the user needs. In Tally ERP9 Voucher type is the data entry form or screen where we are entering different types of transactions like Sales,Purchase,Receipt etc. There are 18 vouchers already created in Tally Software,which is divided into four parts 1) ACCOUNTING VOUCHER 2) INVENTORY VOUCHER 3) PAYROLL VOUCHER 4) ORDER VOUCHER (THE ABOVE VOUCHERS WILL BE DISPLAYED BASED ON THE FEATURE YOU HAVE ENABLED) | Sales FY 18-19, Sales Delhi, Sales Amazon Sales Local |
| Bill Wise Details | A reference number is a unique identifier assigned to each transaction. In tally bill wise detail is used to know about parties outstanding detail. There are four types of bill wise detail:- 1) New reference: – at the time of sales/purchases. 2) Against reference: – at the time of cash received. 3) Advance: – cash received as advance. 4) On account: – at the time of interest charged. | By default Excel2Tally software generates the New Reference |
| Debit / Party Ledger | Name of the party / customer ledger | customer-1 |
| Address 1 | Address of the customer | Line 1 |
| Address 2 | Address of the customer | Line 2 |
| Address 3 | Address of the customer | Line 3 |
| Address 4 | Address of the customer | Line 4 |
| State | State where you are business is being registered for making sales transactions. | Maharashtra |
| Place of Supply | It is the registered place of business of the recipient | Brad Cars Pvt Ltd’s registered place of business is in Jaipur, Rajasthan. It supplies cars to Ravindra Automobiles, whose registered place of business is in Udaipur, Rajasthan. |
| Country | Country in which your business is being registered | India |
| VAT Tin No | TIN stands for Taxpayer Identification Number, is unique number allotted by Commercial tax department of respective State. It’s an eleven digit number to be mentioned in all VAT transactions and correspondence. TIN number is used to identify dealers registered under VAT. | 23458965V |
| CST No | CST (Central Sales Tax) ) is a form of indirect tax imposed only on goods sold from one state to another state. | 234594261C 2945631V |
| Service Tax No | This will be your service tax registration number | |
| GSTIN | This will be your Goods & Service tax registration number – 15 digit | 24AABCV123EDG54 |
| GST Registration Type | GST registration types are assigned as Regular, Composition, Consumer & Unregistered | Regular, Composition, Consumer, Unregistered |
| Credit Ledger 1 | This will be your Sales or Income ledger and can not be left blank | Sales A/c, Sales Local, Sales @ 18%, Sales Interstate, Professional fees, consulting fees, etc |
| Credit Ledger 1 Amount | ||
| Credit Ledger 2 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 2 Amount | ||
| Credit Ledger 3 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 3 Amount | ||
| Credit Ledger 4 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 4 Amount | ||
| Credit Ledger 5 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 5 Amount | ||
| Credit Ledger 6 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 6 Amount | ||
| Credit Ledger 7 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 7 Amount | ||
| Credit Ledger 8 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 8 Amount | ||
| Credit ledger 9 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 9 Amount | ||
| Credit Ledger 10 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit ledger 10 amount | ||
| Credit ledger 11 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 11 Amount | ||
| Credit Ledger 12 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 12 Amount | ||
| Credit Ledger 13 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 13 Amount | ||
| Credit Ledger 14 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 14 Amount | ||
| Credit Ledger 15 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 15 Amount | ||
| Credit Ledger 16 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 16 Amount | ||
| Credit Ledger 17 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 17 Amount | ||
| Credit Ledger 18 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 18 Amount | ||
| Credit Ledger 19 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 19 Amount | ||
| Credit Ledger 20 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 20 Amount | ||
| Credit Ledger 21 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 21 Amount | ||
| Credit Ledger 22 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 22 Amount | ||
| Credit Ledger 23 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 23 Amount | ||
| Credit Ledger 24 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit ledger 24 Amount | ||
| Credit Ledger 25 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 25 Amount | ||
| Credit Ledger 26 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 26 Amount | ||
| Credit Ledger 27 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 27 Amount | ||
| Credit Ledger 28 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 28 Amount | ||
| Credit Ledger 29 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 29 Amount | ||
| Credit Ledger 30 | This will be any other ledger you wanted to record as a part of your sales transaction | GST/Tax Ledgers, Other Income, other Expenses, etc |
| Credit Ledger 30 Amount | ||
| Cost Center | A part of an organization to which costs may be charged for accounting purposes. The cost center in Tally.ERP 9 refers to an organizational unit to which costs or expenses can be allocated during transactions while the cost category is used to accumulate costs or profits for parallel sets of cost centers. | HR Department, Sales Department, Engineering Department |
| Narration | A small brief explanation | Being goods sold |