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

🖱️ Step-by-Step: Save & Send to Tally

• A → Select your transactions (choose all or one by one)
• B → Click the Save button
• C → Click Send to Tally to send data into Tally

**Instruction**: Make sure all your entries are correct and no caution triangles are left behind before sending!

---

• D → Hit OK when the system asks for confirmation

**Warning**: Only the data that you selected and saved will go to Tally. You can send the rest later.

---

📊 Progress Tracking – How Do I Know It’s Working?

**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 Work with Filters and Mismatched Data

📋 Processing Screen

This is where you’ll see all your uploaded transactions.

**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**: Blue = All Good, Orange = Not Done Yet / Not Found in Tally

---

🧾 Fixing Ledger Mismatches

Step 1: Bulk Check Records

→ Select the records you want to fix

→ Use Bulk Update to fix them together

---

Step 2: Create Missing Ledgers

→ Click the “+” button next to the party name to add a new ledger → For detailed steps, Click here

---

⚙️ General Filters

You can use filters to:

→ Hide data already sent to Tally → View blank, saved, or failed records → Filter data by date range

Learn More

---

🔄 Bulk Operations – Make Changes Faster!

Step 1: Update Multiple Records

→ Use Bulk Update to change: → Voucher Type → Party Name → Particulars (Ledger)

---

Step 2: Use Selection Tools

→ Helps with: → Choosing voucher types → Setting ledgers → Selecting many entries at once

---

Step 3: Final Check

→ Search by Bill No. or Party Name → Verify GST No. and Supply Location

---

✅ You May Also Like

• Learn how to create ledger & stock item from the Sales screen Learn more