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

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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.

• Simply select the records in bulk and 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:

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

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Filters

Step 1: View Total Transactions

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

Step 2: Apply General Filters

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

Step 3: Filter by Date

• 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

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

Step 2: Use Bulk Selection Tools

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

Step 3: Cross-Check and Verify

• Search for bill numbers or specific party names.
• 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

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

Step 2: Save Transactions

Click on the Save button to save the selected transactions.

Step 3: Re-Select Transactions

Re-select saved transactions using bulk options or filters:

**Instruction**: Ensure all transactions are properly filled, and caution triangles (Step 9) are cleared before proceeding.

Step 4: Push Data to Tally

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

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

Step 5: Confirm and Proceed

The system will ask for confirmation. Click OK to proceed.
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: Data initiated from Suvit to Tally.
  

• Green Stage: Data successfully pushed to Tally.
  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.