How to migrate data from Tally 7.2 to Tally 8.

1,
Tally 9

The Process of Migrating data from Tally 7.2 to 8.2 is very simple. However it takes can
take a lot of time if the existing company is having big data. Before converting data you
should take backup of your existing data.

O To start with first of all download tally from tally's site.

O #un Install.exe in a separate folder tally8.1. Now activate the license of Tally 8.1.
To Migrate data from 7.2 to 8.1 it is necessary to have an activated version of
8.1.
O o to Tally 8.1 folder and locate a file migration tool.
O $tart the tool by specifying the location of Tallt7.2 data which would be in
c:\tally\data folder where your 7.2 version was installed.
O $elect a company and migrate. After whole process has ended it would make
another fold in same location but with different name.
O ou can identify the folder easily as it would contain 4 numbers. e.g. our
existing folder would be 001 and new folder would be 0001.
O opy paste this newly created folder in c:\tally8.1\data and run tally.

How to implement VAT in Tally 6.2, Tally 7.2,

Tally 9

Tally 7.2 and Tally 8.1 are VAT compliant versions. ou can generate state specific VAT
returns. VAT sales and Purchase annextures can be printed automatically just by
entering data in correct format and defining correct ledgers classes. If you have to
prepare VAT returns through Tally then company configuration has to be changed.

In case of Tally 7.2 just modify company details and select use for Indian VAT es.
In case of Tally 8.1 go to F11 and alter statutory Features in F3. $elect VAT to es.
Keep in mind to select $tate from List in Address section. The statutory master would be
selected for that state only.

Make separate ledgers for sales and purchase for separate VAT rate. For example if you
are dealing in 4% and 12% VAT rate items then you have to make ledgers for $ales 4%
and $ales 12% under sales and Purchase 4% and purchase 12% under Purchase
account. orrect VAT/Tax lass has to mentioned while creating those ledgers.

Now make ledger for input and output VAT ledgers for collection of sales VAT and
Purchase VAT. These should be separate for different VAT rate. i.e. input VAT 4% and
input VAT 12% in the same way make ledgers for output VAT for purchase VAT. At this
moment you have to assign proper VAT/Tax class for these ledger.

Now make entries by entering vouchers of sales and purchase. and you would find
proper figures are appearing in respective forms. ou would also find proper VAT
computation in VAT computation screen. ou can check it by going to Gateway of Tally
>Display> Statutory Reports>Vat Classification > VAT Computation

If some forms are not shown then cross check the VAT class allocation for that ledger.
Tally has tried to rectified all VAT related problems but still many states VAT returns are
facing problems.

Data migration from Tally 4.5 to Tally 7.2

We all know that to convert tally data from 7.2 to 8.1 Tally is providing a data migration
utility with Tally 8.1. ou can get more details about migrating Data in my previous post
How to migrate Data from Tally 7.2 to Tally 8.1. or et the FAQ's on data migration. But
what if you have data in Tally 4.5 and you want to convert it to Tally 7.2 or 8.1. For this
a free utility is available on Tally's $ite which would convert data from Tally 4.5 to Tally
7.2 ou can get this utility Here .

$imply unzip the file. ou would find three files. opy these files to directory of Tally 4.5.

Now run the utility and convert the companies one by one. After converting all
companies you would see different folders are created . opy these folders to the
directory where your Tally 7.2 is installed. Open Tally and rewrite the companies you
want to open in Tally7.2. Wollah !!! the process is complete.

Before migrating data make sure to take backups of files. so that in case of data
corruption you can recover it.

How to hide/protect your company data in Tally

While working on Tally a need to protect your data is felt. There are several ways to
protect your data from unwanted people. The technique you put in hiding or protecting
your data depends on from whom you want to protect your data.
Every body who works on your computer or share your computer should not have access
to your sensitive data. A causal users who sits on your computer would get access to
your financial information if it is not protected or hidden from general view.

!rotection from Layman

To protect your data from layman or causal user you can put password in company you
are working. While creating company put Use security control to es and enter the
administrator's name and its password.



This would offer you first Level of security in Tally.

!rotect from people within

$ome times you have to protect your company information from people who are into
accounts but you want to restrict their access. For example the financial data should not
be given to stores or production department, despite the fact all departments are using
the same software. For this situation tally has a feature of granting user level access.
$pecified users can go to specific level only and not beyond that limit. Pres Alt+ F3 in
ateway of Tally and select Security Control.



Then you can define the users and their passwords and their level of controls.

!rotection from outsiders
Third and the most important people are the outsiders from whom you want to protect
your data. These outsiders can be sales tax people or Income tax people or any govt.
agency who want to access your data and you want to protect it. These type of people
are very hard to avoid. For those tally has provided a facility with stealth security i.e.
tally vault password. This facility would hide your company name from screen and data
would be encrypted. This data cannot be opened without password. Even if the owner
forgets his password then itself no data can be recovered.While in company creation
screen just enter TallyVault password. The name of the company would be hidden in
company selection screen.



Other Common Sense Tricks
Other then this few common sense techniques can be used to hide company data. These
can be:-

1. Don't save your data in computer, instead use U$B pen drive. When computer would
not have data then who would get access to it.
2. Hide directories and files by giving them hidden attribute.
3. $aving the files to any drive or directory other then Tally's own data directory would
not show the company in company selection menu at default location.
4. $ome advance hiding techniques like hiding info in JP formats etc. can be used.

Tally 9 Payroll : 4 easy steps to generate Payslip

For users of Tally 9 who want to use tally payroll i have prepared small slide show to
give a brief idea on how to work on payroll. The slide show is prepared by using ZOHO
show which is an online tool like power point presentation. The contents were provided
to me by Mr. Kumar from Tally solution while evaluating Tally 9 beta version.
Thanks Mr. Kumar I hope i have done justice to your documentation.

The four steps include:
1. reating Pay heads
2. reating Employee Master
3. reating $alary details
4. Process payroll and generating Payslips.
5. lick on the slide show to view full illustrated process.

How to work on Tally without mouse : Keyboard

commands for Tally and Windows

Have you ever imagined working on computer without mouse. Or what would you do
when your mouse is dead. ou would find it very difficult to finish your work. Fortunately
this thing is not that much difficult in Tally. The reason being tally has all keyboard
command for all its actions. More over it has a legacy from 4.5 which was a DO$ based
program the Keyboard commands are carried from that version and not yet changed
(luckily good for us).

If your mouse is not functioning then for reaching to tally you have to know few
keyboard commands for windows and windows explorer. There are several ways but the
quickest way is to press the windows flag key + # and type the address of tally folder
e.g. c:\tally9\tally9.exe etc. Whenever you would press the first letter of the drive it
would show all contents of that drive, just select the folder by pressing the down arrow
key and reach the exact tally exe file and press enter. Alternatively you can select any
item on desktop b repeatedly pressing the Tab key. When any folder on desktop is
selected the you can move to tally shortcut icon by arrow keys.
Alternatively you can reach through start menu also. ou can find some windows
shortcut keys on this page on omputer Hope.

After reaching to to Tally you can find which command you have to give by looking
around on Tally panel. Hot keys are defined in four different ways in Tally.
1. They are in red color in menu items. By pressing them you would get the desired
menu or screen. Pressing 'B' at ateway of Tally would bring to balance sheet
2. Another keyboard command are with function keys like F(n) in top panel or in buttons
in side bar. these commands can be invoked by pressing the relevant function key.
e.g. Configuration



3. Hot function key with Under line can be accessed by pressing Alt+F(n) keys.
e.g. Alt+ Range
4. Hot function keys with Double Underline can be accessed by pressing trl+ F(n)
key. Ctrl+ Value
5. Except this there are certain shortcuts which are always applicable and of great use.
e.g. Alt+ would create master



Here is the list of interesting shortcuts about Tally




eys & unctions

ALT +
To Duplicate a voucher

ALT + A
To Add a voucher
To Alter the column in columnar report

ALT + C
To create a master at a voucher screen (if it has not been already assigned a different
function, as in reports like Balance $heet, where it adds a new column to the report)

To access Auto Value alculator in the amount field during voucher entry

ALT + D
To delete a voucher
To delete a master
To delete a column in any columnar report

ALT + E
To export the report in A$II, HTML O# XML format

ALT + I
To insert a voucher
To toggle between Item and Accounting invoice

ALT + N
To view the report in automatic columns

ALT + !
To print the report

ALT + R
To remove a line in a report

ALT + S
To bring back a line you removed using ALT + #

ALT + U
To retrieve the last line which is deleted using Alt + #

ALT + W
To view the Tally Web browser.

ALT + X
To cancel a voucher in Day Book/List of Vouchers

ALT + Y
To #egister Tally

CTRL + A
To accept a form - wherever you use this key combination, that screen or report gets
accepted as it is.

CTRL + ALT + B
To check the ompany $tatutory details

CTRL + G
To select the roup

Ctrl + Alt + I
To import statutory masters

CTRL + Q
To abandon a form - wherever you use this key combination, it quits that screen without
making any changes to it.

CTRL + R
To repeat narration in the same voucher type

CTRL + Alt + R
#ewrite data for a ompany

Tally 9 Tutorials : How to Copy !aste Entries from One company to Another

While maintaining accounts in tally we create more than one companies and put entries
both companies accordingly. The most common reason for maintaining two companies is
that one company has actual accounts as it happens and the another account is what we
want to show for our returns etc. Another reason is when we have group company as
well as single companies also. What ever is the reason for two companies we can reduce
work load if there is a facility of copy paste of entries from one company to another just
like what we have in M$ Word or M$ Excel etc.

Although simple cut and paste facility is not available in tally but this activity can be
performed by few simple steps. Lets view it.

Tally has a feature of exporting data from any screen. Where ever you can see the
export button just Alt+E can perform the trick. Lets assume we want to shift all sales
entries for Dec 2006 from ompany A to ompany B. Take following steps :-

Select the entries
$elect the entries you want to shift from ompany A. ou can do it but going to Display -
> Daybook. Now filter the entries according to date by pressing Alt +F2 and giving
period 1/12/2006 to 31/12/2007. Now you would get all entries for Dec month. Now
filter according to sales vouchers by selecting voucher type as sales. Now all entries of
sales voucher type for Dec 2006 would get selected.

Export the entries
At this moment select the Alt+E button and you would be prompted to select the file and
the format of export. $elect format as xml and remember the file name you have given
by default it would be DayBook.xml. Press to accept the screen.


Export the masters/Ledgers
Next step is to export the ledgers masters. Masters which are presented in company A
should be there in ompany B also. For this select the multiple ledgers which are
involved in dec sales transactions or all sundry debtors.
o to Accounts Info --> Ledgers --> AlTer in multiple Ledgers -->
Sundry Debtors. ou would see all your $undry Debtors.
Press F3 and select ompany B. Accept the screen by pressing trl+A. our all sundry
Debtors of ompany A are in ompany B.

Import entries
$elect ompany B go to Import of Data --> Vouchers and put the file name in the
space provided. Accept the screen and all your sales entries are in company B.



$o isn't it like copy paste?

heck the entries if all are transfered?. If not then there must be an error in shifting the
masters. If tally doesn't find any ledger in target company then it halts the transfer of
vouchers.

Tally Fever atching On : More people coming

forward for Help

In the year 2006 Tally activities on internet were limited to few yahoo groups and few
tally sites where which rarely updated. Only Tally's own site was main resource for any
help on tally. $ome of the sites were reviewed by me but they were not providing good
contents regarding help of tally user. $earching for Tally would yield about buying Tally
Printer or some thing like Tally Ho etc.

Even questions in ahoo answers regarding tally used to go unanswered. I have
answered more than 100 questions about Tally but mostly have only one answer.
But Now things have changed quite a lot. Many sites are coming up related to Tally.
Even users have see google adsense regarding utilities related to tally (see the image
below)

$o many ahoo groups are there to help Tally Users. $ome of the busiest groups about
Tally are Tally_india, tallyusers, Tally_CA are having lot of activities.


Adding more fuel to Tally fever is free Tally tutorials by epathshala . This is pure masti ki
pathshala for tally users cos you need nothing just click and hear tally tutorials.

We all Tally users eagerly wait for these project to mature and help users of Tally.

How to continue accounting for New Financial

ear in Tally 9

As new financial year has started tally users are busy finalizing their books.They are
asking if they should start a new company for new financial year. Then they have query
how to put last year's closing balance in new financial year.


We face few questions while entering new year data like :-
O How to put opening balances as closing balances for last year are not available at
this moment?
O What to do with those ledgers which are not going to be used in next year?
O How to get rid of last years mistakes or errors?
O How to include inventory in this year's books?

There are many solutions to this problem but we have to choose the best. reating a
new company can be one solutions as you would get rid of all those ledgers which have
zero balance. In this case you can continue entering vouchers as they come. ou have to
feed opening balances of each ledger manually when ever your last year balance sheet is
finalized.

Splitting the company

Another better solutions is to continue entering data in existing company by changing
the period in gateway of tally. When ever you have to make changes in previous period
just enter the last year's period and record the entry.

When ever you get you company balance sheet finalized after entering the closing
transactions just split the company on 31 march.

This way you would automatically get the opening balances of the all ledgers and there
would be no difference in opening balances. But a word of caution here is that do this
after finalizing the balance sheet, because once split you will not be able to make
changes in last years company .

What ever entries you would make would reflect only current company. Later on you can
delete all those ledgers which are having zero balance or dead.

This method has all the advantages.

Tally $ynchronization: A great tool for people on

the move

$uppose you are a EO of a company and moving out of office for business meeting for
a week.

ou need access to your latest company financial data or inventory data. Here only way
to get access to tally data is if somebody sends data via mail or sends backup of data.
But isn't it a good idea if he can get the updated transactions with a press of few
buttons. No need to send reports or take backup etc.

Tally has a unique feature of $ynchronize by which this thing is possible. With a few
settings at his end he can update his tally from his company server and that also without
having live ips.Lets see how tally synchronizations ca be achieved.



!rerequisites
ou need at least two tally license out of which one should be multi user.
ou need internet connectivity at both ends. Broadband would be fine but you can do it
on dialup also.

The !rocess
1. First of all setting in tally.ini files has to be done at server computer as well as client
computer.

For server add these two lines in ini file
clientserver=server
serverport=9000

For client computer at this line
clientserver=lient

2. After that server setting has to be done first in F12 configuration and then in
synchronization option of import data
you can restart tally and if the settings are right then at the start of tally it would get
connected with tally link server and message would be displayed in calculator pane.
3. After setting server client machine needs to be configured same as in F12
configuration and then in import data option.
4. lient rules are needed to be set up in client machine and proper setting is needed.
5. While $etting rules two things are needed the be specified correctly, One the tally link
id and the exact name of the company.
6. $ynchronize from client machine and see the change in statistics.
lick the link to see whole process in presentation format.