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Sunday, January 20, 2013

Export Tally to Excel & Export Data from Masters in Tally.ERP 9


Using the Export feature you can export Tally.ERP 9 data to Excel. Data exported to Excel can be e-mailed as an attachment, used to generate graphs for better presentation and further analysis.
Go to Gateway of Tally > Balance Sheet
  1. In the Balance sheet screen click E : Export or press Alt+E.
  2. Select the required language from the list of Languages displayed.
  3. Select a format from the list of Formats displayed.
  4. By default, the exported file will be stored in C:\Program Files\Tally.ERP 9 for Windows 7 andC:\Tally.ERP 9 for Windows XP operating systems
  5. Press Enter to accept the default Output Filename or type the filename of your choice in order to save the file with a different name.
  6. Press Enter to accept the default Output Sheet Name.
  7. To update the existing file select Yes in Update Existing File.
  8. To format the contents of the file select Yes in Excel (Spreadsheet) formatting.
  9. Select Yes for the Field with Colour, to retain the background colour in the exported file.
  1. Accept to export the Balance Sheet to an excel file.
The exported file is saved in the default Tally.ERP9 or the specified folder, you can use this file for further analysis.



Export Data from Masters in Tally.ERP 9

With the Export feature of Tally.ERP 9, you can export Tally.ERP 9 data using the available formats. The exported data can be used by other programs. To export the Masters from Tally.ERP 9 execute the following steps:
Go to Gateway of Tally > Display > List of Accounts
  1. In the List of Accounts screen press E : Export.
  2. Select the Language in which you want the data to be exported.
  3. Select a format from the list of Formats available.
  4. Press Enter to accept the default Output Filename. In case you want to save the file in another folder then type the desired path and filename.

  1. Accept to export the Masters to a XML format file.
The exported file is saved in the default Tally.ERP9 folder or the specified folder.

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