How to Export Tally Data in Excel or PDF 2022? Screenshots

How to Export Prime Tally Data to Excel or PDF 2022? Tally Prime has a fantastic feature that helps you to not only maintain your business data but also to export tally data whenever in need. A user can export masters and transactions entry data from anywhere, even without exiting their working screen. In this article, we will discuss further how to export files from tally prime 2022 to excel sheet or into pdf format. How to Pass a contra entry in tally prime?

Why do you need to Export your Tally data?

You can export your data from one place to another due to the following reasons:

• Export Mastersandnbsp;– One can export the existing masters to another new company with duplicate data.
• Export Transactionsandnbsp;– To use the already existing masters in a new company setup and share the same old data with your customers. For example, you can save paper and not share soft copies by exporting the transactions and communicating with customers or concerned persons.
• Export Reportsandnbsp;– It can be used for reporting, as per your business needs.
• Configure Exportandnbsp;– You can use the same customised configure settings for masters/transactions/reports and maintain export across the product.

However, while you are exporting data of your company in TallyPrime into another company, ensure the following points:

• The Company features of the exporting and importing company must have the same settings preferably.
• The company should be Using the XML format, export the masters first, and then export the transactions.

Export Tally Data Masters and Transactions

A user can export tally data masters and transactions created in one company to another in different formats.andnbsp;

To do so, follow the steps mentioned below:andnbsp;

• First, Pressandnbsp;Ctrl+Eandnbsp;(Export) andgt; Go toandnbsp;Masters/Transactions.
• Pressandnbsp;Candnbsp;(Configure), and after opening configures screen, choose the options as needed.

To exportandnbsp;Masters, set the options.

• Now, as you want to export tally data masters, Select theandnbsp;Type of Masters you wish toandnbsp;export.
  • Either select a specific type of master (for example, ledger) or all the accounting/inventory masters. However, you can also choose ALL Masters, If you want to export all the data available in the masters.
  • To include the linked masters, go toandnbsp;Type of Mastersandnbsp;andgt;select exportandgt; set the option “Include dependent masters”andnbsp;toandnbsp;Yes.
  • To turn the closing balances of ledgers to opening balances, set “Export closing balance as opening balance”andnbsp;toandnbsp;Yes.andnbsp;

To export the transactions from one place to another, do the requirements in the options.

• Select theandnbsp;Type of Voucher entries you wantandnbsp;for export.
• Either select accounting vouchers or all the vouchers.
• To include all the masters, link to a particular masterandgt; go to “Type of Voucher entries”andnbsp;andgt;select export, set the option “Include dependent masters”andnbsp;toandnbsp;Yes.
• To export the order vouchers with the selected voucher, set “Exclude order vouchers”andnbsp;toandnbsp;No.
• Select the period of exporting the vouchers.

Specify theandnbsp;Export Settingsandnbsp;for masters and transactions.

• Now you need to select theandnbsp;File Format you want to export to:
  • Selectandnbsp;XML formatandnbsp;if you’re going to import this data into another company or any other software.
  • Selectandnbsp;ASCII formatandnbsp;if you want to export it as a comma-separated text file while sending data through e-mail.
  • Select theandnbsp;Folder Path. Theandnbsp;FileNameandnbsp;appears automatically. Or change it if needed.
  • Pressandnbsp;Escandnbsp;to return to theandnbsp;Exportandnbsp;screen.
  • Pressandnbsp;Eandnbsp;(Send) to export.

The exported file will be saved in theandnbsp;Folder Pathandnbsp;selected while exporting the data.

Export Tally Data Vouchers in PDF format

Now you can also export Tally data by selecting the file format as PDF.

1. Pressandnbsp;Alt+Gandnbsp;(Go To) andgt; selectandnbsp;Day Bookandnbsp;andgt; and pressandnbsp;Enter. Or you can open Gateway of Tallyandnbsp;andgt; selectandnbsp;Day Bookandnbsp;andgt; pressandnbsp;Enter.andnbsp;
2. Select the period.
3. Now you need to select the transactions you want to export.
   1. If you want To export all the transactions, pressandnbsp;Ctrl+Eandnbsp;without setting any transactions.
   2. However, if you want To export only the required trades, select the transaction usingandnbsp;Spacebarandnbsp;andgt; pressandnbsp;Ctrl+E.
4. Pressandnbsp;Candnbsp;(Configure) andgt; and select theandnbsp;File Formatandnbsp;asandnbsp;PDFandnbsp;(Read-only document).
5. Select theandnbsp;Folder Path. Set the other options as needed andgt; and pressandnbsp;Escandnbsp;to return to theandnbsp;Day Book Exportandnbsp;screen.
6. Pressandnbsp;Eandnbsp;(Send) to export the report as a PDF.

Export Tally Data from TallyPrime Server into Excel

Users can now easily export Tally data from the Tally Prime Server Monitor into MS Excel sheet format in raw data. They can even use this data to create reports using the Pivot Table tool feature in MS Excel.

• Pressandnbsp;Alt+Eandnbsp;(Export)andnbsp;andgt; Choose Reports andgt; Open Data for Analysis.
• Then, Pressandnbsp;Candnbsp;(Configure), and if you want, you can change the export settings.
  • Select Folder Path: You now can Enter the location where you want to export your Excel file.
• File Name: Enter the name that you want to provide to the exported Excel file. By default, the name will be andlt;Server Nameandgt;_andlt; Dateandgt;_andlt;Timeandgt;. You can change according to your requirements.

Note:andnbsp;The Date and time are provided in the DD-MMM-YY and HH-MM-SS 24-hour formats, respectively. So be careful while entering the data.

• If you want to overwrite the previously exported file, click onandnbsp;Update the existing fileandnbsp;toandnbsp;Yes.
• However,andnbsp;andnbsp;if you’re going to open the file as soon as it is exported, click onandnbsp;Open the file after Exportandnbsp;toandnbsp;Yes,
• After doing all the necessary changes, Pressandnbsp;Ctrl+Aandnbsp;to accept the changes.
• Pressandnbsp;Eandnbsp;(Send) to export the data.

Recommended Articles

• How to create Group in Tally
• CA Final Result
• CA Intermediate Result
• CA Foundation Result
• Alter Ledgers in Tally
• Opening Balance in Tally