Tally & data exchange
Moving data in and out: vouchers to your accountant in Tally, masters from an existing Tally setup, and spreadsheet import/export of items.
In the app: the Imports & Exports menu.
| Menu item | What you do there | Guide |
|---|---|---|
| Tally Import & Export | Export a period's vouchers as Tally Prime XML for your accountant, or import masters from an existing Tally setup with a validated preview. | Tally Import & Export |
| Items → Import / Export | Bring items in from a spreadsheet with a validated preview, or download the current item list. | Import and export items |
info
Menu items appear only when your role has view permission on them and the module is switched on for your business. Administrators manage both under Admin Console.