How do we process or push Sales/Sales return data to Tally?

Save & Send Data to Tally

• A→ Select your Transaction ( All or Individually )
• B→ Click on Save
• C→ Click on Send to Tally button to send the data into Tally.

**Instruction**: Ensure all transactions are properly filled, and caution triangles are cleared before proceeding.

• D→ Click on OK for the confirmation.

**Warning**: Only selected and saved data will be pushed to Tally. Remaining entries can be sent later.

Progress Tracking

Sending Progress Tracking Data to Tally

1 → Gray Stage (1st Stage)

• It indicates the Process has been initiated

2 → Orange Stage (2nd Stage)

• It indicates the Progress has been started

3 → Green Stage (3rd Stage)

• It indicates that Data has sent Successfully to Tally

How to select Mismatched data and General Filters

Processing Screen (Transaction Screen)

• The process screen will look like the above image.

Check details here

1 → Bulk Selection: It will help you to select the transaction one-by-one or in bullk.

2 → Update Bulk Records: It is used to change or select specific data with in the Transaction screen.

3 → Reference No: As per the excel the reference will been seen here.

4 → Voucher Type: By default Sales voucher type will be selected. It can be changed according to the requirement.

5 → Party Name: Name of the party will be seen here.

6 → GST No: It will show as per the party name detail.

7 → Place of Supply: If you have selected in mapping or else it will dsplay according to the data set in tally.

8 → Particulars: It will show Sales Account.

9 → Warning Triangle: It indicates that few details have been not selected because of spelling mistake or new party name.

10 → Other Details Data in orange indicates that it not selected.

**Note**: Words in Blue represent selected ones, while words in Orange indicate unselected or not yet created in Tally.

Error Resolution for Ledger Mismatch

• If you encounter ledger mismatches while pushing data to Tally, follow these steps:

Step 1 : Check Existing Ledgers

• Select the records in bulk.

• Use Bulk Selection to update and correct these entries.

Step 2 : Create Missing Ledgers

• If the ledgers are missing in Tally, create them instantly by clicking the "+" button next to the party name.
• For detailed steps, Click Here.

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General Filters

• There are various filters available for you at the transaction screen to use data accordingly. You can use the filters to hide tally sent data, blank records, saved records, failed records and date Learn More range.

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Bulk Operations

Step 1 : Update Bulk Records

• Use Bulk Update to modify Voucher Type, Party A/c Name, and Particulars (Sales Account Ledger).

Step 2 : Use Bulk Selection Tools

• Bulk operations help with searching, filtering voucher types, and selecting sales account ledgers.
• You can select multiple records for quick actions like filtering, updating, or pushing data to Tally.

Step 3 : Cross-Check and Verify

• Search for bill numbers or specific party names.
• Verify GST numbers and the place of supply for accuracy.

You may find this useful :

• Learn more about creating ledgers and stock items from the Sales Transaction Screen.