Prerequisite steps for using Tally Sync –
- You should be registered with numberz.
- Download Tally sync for google chrome plug-in from here.
- Should also have Tally installed on the system.
Step:1 Open Tally in the background with the company details updated. Now login using the same credentials you use in the numberz –
After login, you should be able to see the invoices and debit notes in the plug-in.
Step 2: Customer name(Sundry Debtors) and Item name(Stock Item) will be automatically created in Tally. User can also manually create Sundry Debtors and Stock Item manually. It automatically updates in numberz when user refreshes the page.
Click Account info → Ledgers→ Display→ You can see create Sundry debtors,duties and taxes, Sales account.
Click on create to add any of the mentioned ledgers. Click on Alter to delete and edit the ledger.
Step 3: Click on create mandatory fields and select any of the Sales Account, Sundry Debtors or Duties and Taxes.
Step 4 : Click on Inventory info → Stock items→ here also you can create, display and alter for the Stock item.
Step 5 : Now you need to add the details of Name and Units. Unit of measures should be created before accepting.
Step 6: In the chrome plug-in window, click Setup and navigate to taxes in the top bar. Your Tally’s duty and taxes should be same as your tax types and rates in numberz account.
Note : This is a one-time setup. Once you finish the mapping, you can sync all the data back to Tally.
Step 7 : Navigate to the Stock Items where you can set up the item line and numberz tax will automatically get mapped to the particular item line in Tally tax.
Step 8 : Click on Sync To Tally in left panel. You can now verify that your invoices and debit notes are present.
Step 9 : Select the invoices which you want to sync to the Tally server and Click on Sync to tally. The invoices will get automatically merge in the tally server under the selected company name.
Click Display → Trial book. You can see all the synced invoices from numberz
Congratulations ! You have synced all your invoices and debit notes to Tally