Can we upload Party ledger from excel in banking ?

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If you have an Excel bank statement, you can add an extra column to input the party ledger name from Tally directly in Excel.

Below are the steps that you can follow:

Step 1: Add a Party Name Column

• In your Excel bank statement, add a column titled Party Name.

Step 2: Enter Ledger or Party Name

• According to your requirement, copy and paste the ledger or party name for the required transactions.

**Instruction**: ​Please make sure the ledger party name is selected automatically. The ledger party name should already be created in the Tally master, and the name should exactly match the Tally record.

Step 3: Save and Upload the Statement

• After entering the party names, save your Excel statement and upload it in the banking module.
• Upon completion, the party names will be automatically selected.