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

Follow the Steps Below

The process screen will look like the above image.

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

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Error Resolution for Ledger Mismatch

Step 1 - Check Existing Ledgers

If the ledgers are already created in Tally, the error might be due to a spelling mismatch between Excel and Tally.

1. Select the records in bulk.
2. Update them using the bulk selection option as shown in the image below:

Step 2 - Create Missing Ledgers

If the ledgers are not created in Tally:

1. Click on the "+" button beside the party name to create all ledgers on the spot.
2. Refer to the images below for guidance:

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Filters

Step 1 - View Total Transactions

1. Click on the "i" button to view the total number of transactions and invoices.

Step 2 - Apply General Filters

1. Hide Tally Synced Records: Hide already pushed data from the process screen.
2. Saved Records: View only saved data.
3. Blank Records: Filter out all blank data.

Step 3 - Filter by Date

1. Use the date filter to narrow down a specific range of transactions for sending data to Tally.

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Bulk Operations

Step 1 - Update Bulk Records

1. Use the bulk update feature to update Voucher Type, Party A/c Name, and Particulars (Sales account ledger).
2. Refer to the images below:

Step 2 - Use Bulk Selection Tools

1. Select multiple records for operations like filtering, updating, or pushing to Tally.
2. Bulk operations can assist with tasks like searching, filtering voucher types, or selecting sales account ledgers.

Step 3 - Cross-Check and Verify

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

**Instruction**: Learn how to create ledgers in bulk by clicking here for step-by-step guidance.

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Saving and Pushing Data to Tally

Step 1 - Select Transactions

1. Use bulk options or filters to select the transactions you want to save:
   

Step 2 - Save Transactions

1. Click on the Save button to save the selected transactions.

Step 3 - Re-Select Transactions

1. Re-select saved transactions using bulk options or filters:
   

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

Step 4 - Push Data to Tally

1. Click on the "Send to Tally" button to send selected transactions to Tally. A progress screen will appear as shown below:

   

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

Step 5 - Confirm and Proceed

1. The system will ask for confirmation. Click OK to proceed.

2. You will see entries transition from Orange (2nd Stage) to Green (3rd Stage) indicating successful data push:

   
   

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Progress Tracking

Orange Stage

1. Data initiated from Suvit to Tally.
   

Green Stage

1. Data successfully pushed to Tally.

2. One can check the progress count by opening the Suvit Desktop App:

   

**Note**: All sent transactions will get disabled once the data is pushed to Tally.