How do we process or push Journal data to Tally?

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Follow the steps below:

General Filters

1. The informative "i" button will show you the number of total transactions and the total number of invoices.

2. General Filters: Here, you can use three different filters.

• a. Hide Tally Synced Records: This filter can hide already pushed data from your processing screen.
• b. Saved Records: It will allow you to see only saved data.
• c. Blank Records: It will filter out any blank data.

3. Date: Here, you can filter the date range.

• for example: if you want to filter a specific date range to send data to Tally.

4. Warning Triangle: This will appear when there is any data that is mismatched with Tally data.

• You can click on that triangle to see the unselected field of that particular record.
• Data in orange is indicating that data has been not selected

Bulk Operations

5. Search Bar: It can be used to filter any specific name.
6. Select Transaction: It helps to select individual or bulk entries

7. Update Bulk Records: Here, you can select the type of data that can be updated in bulk, such as Voucher Type & Particulars.

8. Particulars: In the given box, you can search for Party Name according to your Excel data.

How to save and push the data

9. Select Transaction: Choose individual or bulk entries to send to Tally.

10. After selecting the transactions, click on the Save button.

11. Re-Select Transaction (if needed) : Choose individual or bulk entries to resend.

12. Click Send to Tally to push the data.

You may find this useful:

• Journal with Item: Learn more.