How to create party name in bulk using transaction screen

Transaction Screen

Step 1 - Orange Triangle

• Data in orange appears due to mainly three reasons:

A. Name in Excel Sheet is Different from Name in Tally

B. Ledger Sync is Pending

• If names are the same, Ledger Sync might be pending.
  [How to Sync Ledger? Click Here]

C. New Party Name List

Step 2 - Plus Icon

• Click on the Plus Icon to create the party names shown in orange.

Always cross-check the spelling in Tally and the Excel sheet.

Step 3 - Create Auto Ledger

You will get the option to create a Party Name:

A. Create Without Review

• This option is not recommended. It will create a Party Name directly.

B. Review Before Creation

• This option allows you to review and modify details such as Under Type, Bill by Bill (On/Off), and other changes.

• If the Excel sheet contains a GST Number that is mapped, you can create a Party Name using the GST Number with the following options:

C. Trade Name

• A trade name may also be called a "Doing Business As" name.

D. Business Name

• This appears on legal documents and government forms.

Then, click on the Create Button.

Step 4 - Ledger Transactions

• 4: Party Names are ready to be created.
• From here, you can change the Under Type of the Party Name.
• 5: If you create a Party Name using a GST Number, it will fall under Regular Registration Type. If it is created without a GST Number, the Registration Type will be empty (you can change it to Regular, Unregistered, etc., as needed).

Step 5 - Save

• 6: Select all your data.
• 7: Click on Save to save it.

Step 6 - Back to Sales

• 8: Click on Back to Sales.

At least one bill/transaction must be sent from the Sales/Purchase module to Tally to create all Party Names in bulk.