Export Import in tally

This option is used to send data from one company to other company in tally or send tally data to other softwares (ex- MS-word, MS-excel etc.)

For it we need at least two companies in tally software then first we create two companies in tally and after that first we export data from a company and at last by other company we import it.

First we create two companies- Raman Company & Rohan Company.

Path- G.O.T. (gateway of tally) --> Alt + F3 (company info) -->  create company.

Steps to export

We make some item (like ledgers, vouchers) in a company and then export it.

We select Raman Company and make ledgers for export it.

For making ledgers we follow the following path-

Path- G.O.T. (gateway of tally) --> Accounts info -->  ledger --> multiple ledger creation.

For export it we follow the following path-

Path- G.O.T. (gateway of tally) --> display --> list of accounts.

Now we press (Alt + E) for account list. In this list groups and ledgers both are export to other company.

 

For edit it we press “esc” key and then select format as our requirement-

i.                   For export to other company—XML format.

ii.                 For export to image file- JPEG format.

iii.              For export to MS excel file-XLS format.

iv.               For export to pdf file-PDF format.

v.                 For export to notepad file-ASCII format.

On export any data tally will make a file as our selected format in our location selected in export location.

After that we rename it and on export any file (ledger or voucher) it is very important to remember its name, if we forgot its name then we cannot import it from any company.

Suppose we write name ‘Master.xml’ of that file. In this name .xml refers its format.

Steps to import

We select Rohan Company and import data in it as follows-

1.     Select “import data” from Gateway of Tally menu.

2.     Select masters from it then following box will be appearing on screen.

 

3.     Write name of the file and press enter key, select “Combine opening balance” in other option and except it. Our data is imported in Rohan Company.

4.     For see that data we open multiple ledger display by following path and get that ledgers.

Path- G.O.T. (gateway of tally) --> a/c info (account info) --> ledgers --> multiple ledger display.