FAQ-2 ( Export And Import of Data):

Can I Export and import the entire data (masters and transactions) to the new company using Tally.ERP 9?

Answer

Yes, you can export and import the entire data to a newly created company, exporting the data is a two step process. You have to export the masters first followed by exporting the transactions. The steps for exporting the master are as below:

Ensure that (F11: Features) of the exporting and the importing company are the same

Export Masters

1. From the Gateway of Tally > Display > List of Accounts

2. Click E: Export or press Alt + E

The Exporting List of Ledgers screen appears.

3. Select Language as Default (All Languages) from the list displayed.

4. Select Format as XML (Data Interchange)

5. By default the Export Location is set to C:\Tally.ERP9 or provide an export location of your choice

6. By default the Output Filename is set to Master.XML or provide a filename of your choice

7. Select All Masters in the Type of Masters field

8. Press Enter, the exported data is stored in the specified path

Export Transactions

1. From the Gateway of Tally > Display > Day Book

2. Click F2: Period or press Alt+F2 and specify the period

3. Click E: Export or press Alt + E

The Exporting Day Book screen appears

4. Select Language as Default (All Languages) from the list displayed

5. Select Format as XML (Data Interchange)

6. By default the Export Location is set to C:\Tally.ERP9 or provide an export location of your choice

7. By default the Output Filename is set to DayBook.XML or provide a filename of your choice

8. Select the required Format (Condensed or Detailed)

9. Set Show Voucher Numbers to Yes to export voucher numbers.

10. Set Show Narrations also to Yes to export voucher narrations.

11. Set Show Billwise Details also to Yes to export bill wise details

12. Set Show Cost Centre details also to Yes to export cost centres

13. Set Show Inventory Details also to Yes to export inventory details

14. Set Show Bank Details also, Show Dependent Masters and Show Forex Transactions to No

15. Set Select vouchers to show to All Vouchers export all voucher types 

16. Press Enter, the exported data is stored in the specified path

Import Masters into New Company

On the system where data has to be imported

1. Select the required company

2. Go to Gateway of Tally > Import of Data > Masters

The Import of Masters screen appears.

3. In Import File Name enter the filename containing the exported masters

4. In Treatment of Entries Already Existing, select Modify with new data from the list of Behaviours displayed

5. Press Enter to import the masters

Once the import process is complete, compare the statistics of both importing and exporting company.

  • Go to Gateway of Tally > Display > Statement of Accounts > Statistics

Import Vouchers into New Company

On the system where data has to be imported

1. Select the required company

2. Go to Gateway of Tally > Import of Data > Vouchers

The Import of Vouchers screen appears.

3. In Import File Name enter the filename containing the exported vouchers

4. Press Enter to import the transactions

Once the import process is complete, compare the statistics of both importing and exporting company. 

  • Go to Gateway of Tally > Display > Statement of Accounts > Statistics.
 
Company Information @ Tally.ERP9
 
 
 
Group & Ledger
Introduction
1. THE GROUP
2. THE LEDGER
3. VOUCHERS TYPES
Advanced Inventory / Stock
Meaning
Order Processing
Re-Order Levels
Tracking Numbers
Batch-wise Details
Additional Cost Details
Bill of Materials (BOM)
Price Lists and Price Levels
Stock Valuation
Zero Valued Entries
Inventory Ageing Report
Actual and Billed Quantities
 
Advanced Usage of Vouchers
Maintain Bill-wise Details
Cost Center and Cost Category
Interest Calculation
Reversing Journals
Post-Dated Voucher
Memo (Memorandum) Voucher
Optional Voucher
Using Tracking Number
Knowledge Base @ Tally.ERP9
Stock Items
Stock Groups
Inventory Masters
Inventory Vouchers
Inventory Report Statements
Balance Sheet
Accounting Reports
Accounting Vouchers
Interest Calculation
VAT-Value Added Tax
Service Tax
TDS (Tax Deducted at Source)
 
 
 
Disclaimer :

The names of Companies and persons used in this Website have been used for illustrative purposes only.
The visitors may visit www.tallysolutions.com , the web site of Tally Solutions Pvt. Ltd. for resolving their doubts or for clarifications

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