Step-by-step guides for importing sales, purchase, payment and other vouchers from Excel into Tally with udiMagic.
Every business keeps its Excel data a little differently. Pick the guide that matches your voucher type and layout to see the exact columns, sample file and import steps for Tally.
Get customer invoices into Tally Prime straight from Excel, whether you sell stock items or just bill for services. GST, e-Invoice numbers, TCS, and POS payment splits are all handled, so your books stay tax-ready without re-entering each invoice by hand.
Bring supplier bills into Tally straight from your Excel sheet — with or without stock items — so entries match your invoices exactly. Purchase returns go in as Debit Notes, and a single bill can carry more than one GST rate. Order numbers and cost-centre tags can be added when your business needs that extra detail.
Post your daily receipts and payments into Tally without typing each voucher by hand. One entry can settle several pending bills at once and split across multiple ledgers if needed. Cheque and bank date details come along too, making it easier to match against your bank statement later.
Turn your bank's Excel statement into Receipt, Payment, or Contra vouchers, using whichever format your bank exports — separate debit/credit columns or one combined amount column. Entries you haven't mapped to a ledger sit safely under Suspense instead of getting lost. Adding a voucher number stops the same line from being imported twice.
Push journal vouchers into Tally directly from Excel, from a simple one-line adjustment to entries touching several ledgers at once. Cost-centre tagging and multi-currency entries are both supported.
The fastest way to see how a guide works is to import one of your own files into a test company in Tally and check what arrives.