Save entries and send transactions to Tally

After successfully uploading of bank statement, you need to select & save the ledgers for each transaction & send those entries into Tally.


Save Entries and Send Transactions to Tally

Step 1: Open the Completed Bank Statement

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  • Once your bank statement is marked as Complete,click to open it.
  • Select ledgers for each transaction. You can also use bulk ledger selection for similar entries that need to be posted in a common ledger.

Step 2: Save Ledgers and Send to Tally

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  • After Selecting all ledgers, click the Save button to apply the ledger selections.
  • Click the Send To Tally button to begin the syncing process.

Step 3: Track Progress

A → Gray Stage (Initiation)

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  • Indicates that the process has been initiated.
B → Orange Stage (In Progress)

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  • Indicates that the data transfer process has started.
C → Green Stage (Success)

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  • Indicates that the purchase data has been successfully sent to Tally.

  • If the transaction fails to sync with Tally, refer to this article to troubleshoot and re-sync the data.