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Accounts Importing from Tally to eDeskOnline

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This page will guide you to import data into your eDesk Online account from Tally 7.2 so that you can synchronise both your accounts details.

Contents

Step 1: Export data from Tally

To export data from tally to maintain a backup or to transfer it to some other place, follow the steps given below:

  • Go to the main Gateway of Tally >> Click on the Display Option >> Select List of Accounts
    • Press Alt + E (Keep the Alt key pressed, press E and then release both)
    • When a confirmation dialog box appears asking Export? click on Yes
  • Press the Esc key
  • Select Day Book from the options
    • Alt + F2 (Keep the Alt key pressed, press F2 and then release both)
    • This will open the Change Period window.
    • Enter the date range of data to export >> Press Enter
    • Press Alt + E (Keep the Alt key pressed, press E and then release both)
    • When a confirmation dialog box appears asking Export? click on No
      • When it prompts for Output File Name press Enter
      • For the Format option select >> Condensed
      • For the Show Narrations also option select >> Yes
      • For the Show Billwise Details also option select >> No
      • For the Show Costcenter Details also option select >> No
      • For the Show Inventory Details also option select >> No
      • For the Select Vouchers to show option select >> Accounting Entries only
    • When a confirmation dialog box appears asking Export? click on Yes

Step 2: Import Data in eDesk Online

  • Login to your eDesk Online account
  • Click on the Accounts icon.
  • Click on the link Step 1: Select your Profile
    • In the field: I will maintain accounts from:, enter the date from when you are importing the data.
    • Select an appropriate Accounting Template >> Click on Save
  • Click on Import Data
  • Click on Import Tally 7.2 Masters XML
    • Click on the Browse button and goto the directory on your local computer, where Tally 7.2 is installed >> Select the file called Master.xml
    • Click on the Import button
  • Click on Import Tally 7.2 Day Book in left hand tree menu
    • Click on the Browse button and goto the directory on your local computer, where Tally 7.2 is installed >> Select the file called DayBook.xml
    • Click on the Import button.

You have now successfully completed importing data into your eDesk Online account from Tally 7.2

Video Tutorials

View a video tutorial on how to import the data from tally

View a video tutorial on how to import day book from Tally

See also

Personal tools