How to Convert Excel to Tally XML Format

Do you find yourself grappling with the task of transferring data from Excel to Tally? Look no further! Our software offers a seamless solution by facilitating the conversion of Excel files into Tally XML format. This innovative utility simplifies the process, enabling effortless importation of vouchers and master data into Tally with just a few clicks.

Our online portal utility automates the generation of Tally XML files from Excel data, eliminating the need for manual data entry and saving you valuable time and resources. Whether you need to import sales, purchases, contra entries, receipts, payments, journals, bank statements, or master data such as ledgers, stock items, and cost centers, our tool has got you covered.

Import Excel to Tally data

Types of Data You Can Convert from Excel to Tally XML

• Vouchers: Sales, Purchase, Payment, Receipt, Contra, Journal
• Masters: Ledgers, Groups, Stock Items, Units of Measure, Cost Centers
• Bank Statements: Import full statements with auto-narrations

This tool is ideal for CA firms, accountants, bookkeepers, business owners, and data entry professionals who want to automate bulk data imports into Tally ERP.

Step-by-Step Guide: How to Convert Excel to Tally XML Format

1. Visit Our Website: Go to
   www.nikash.in to access our free tool.
2. Download Template: Choose the appropriate template (Voucher or Master) from the download section of our site.
3. Fill in Excel Data: Enter your accounting data into the Excel file. Follow the column format as specified in the template to ensure successful conversion.
4. Upload to Our Portal: Upload the completed Excel file directly to our online platform. It’s fast and secure.
5. Generate XML: Click on the “Generate XML” button to begin the conversion process. Our backend engine will validate and convert your Excel data into a Tally-compliant XML file.
6. Download XML File: Once the conversion is complete, download the generated XML file to your device.
7. Import into Tally: Open your Tally software, go to Gateway of Tally → Import Data → Vouchers/Masters, and select the XML file for import.
8. Migration Complete: That’s it! Your Excel data is now imported into Tally with full accuracy and proper formatting.

Benefits of Using Our Excel to Tally XML Converter

• 100% Free and Online: No installation required, accessible from any browser
• Time-Saving: Bulk upload multiple entries in seconds
• Error-Free: Eliminates manual typing mistakes
• GST Ready: Supports fields for CGST, SGST, IGST, and HSN codes
• Custom Templates: Separate formats for vouchers and masters for easy data entry

Tips for Smooth XML Import into Tally

• Match ledger names exactly as they appear in Tally
• Use standard date format: DD-MM-YYYY
• Avoid empty rows or invalid characters in Excel
• Always check the generated XML file in Notepad before importing if unsure

Conclusion

Say goodbye to tedious manual entry and embrace automation with our Excel to Tally XML conversion tool. Whether you’re dealing with hundreds of sales vouchers or setting up ledger masters for a new financial year, our software is your go-to solution for bulk data migration.

Just follow the simple steps above, and you’ll be ready to import your financial data into Tally in no time. It’s fast, accurate, and absolutely free to use.