Prerequisite steps for using Tally Sync –
- numberz account
- numberz Google Chrome plugin
- The latest version of Tally ERP
Step 1: Your Invoices, Debit Note, Credit Note, Receipt & Expenses in numberz software will be shown inside numberz Tally Sync panel.
Step 3: Use the same Login and Password used for numberz web platform.
*Tip: Before logging into the Tally Sync, open the native Tally application and create your company. This is important for Tally Sync plugin to work properly.
Step 4: Once you have logged into Tally Sync plugin, look out for your company name in the lower left corner. This is how you verify if Tally Sync is working properly. You will be greeted with Welcome Screen.
Step 6: Proceed to click next. Users will now get the option to map items. There are two ways to map your data, one is through default ledger, while the other is through the native desktop software.
Step 7: Click the next button. Users will have the option of mapping their respective ledgers, this is where the data needs to get saved. Required mapping fields are TDS, Round-off, Bank Transactions & GST tax rate.
Step 8: Click next to reveal debtors ledger, creditors ledger & stock items. Click on done and numberz Tally Sync will automatically import the data from Tally. In import debtors & creditors, it will take all the information such as Billing Address & Debtor’s name. In Import Item, it will take HSN code, Tax Rate and Type of Purchase.
Step 9: Users can create customers which will save under ‘Debtors’ & vendors under ‘Creditors’. The items you input will be saved under ‘Inventory Stock Items’. These all entities will be automatically created in the Tally or users can manually create Debtors, Creditors, bank account, sales account, purchase account & Inventory stock item in the tally.
ProTip: numberz support up to six ledgers to maintain accounts. Name and units are mandatory fields. Unit of measures should be created at the initial level.
Step 10: After the entire setup, navigate to ‘Sync to Tally’ tab present in the left column. Users can verify the data on the right window.
Step 11: Click the checkbox and select the invoices users require to sync to the Tally Server. Click Sync to Tally to sync invoices or debit note. Your data will automatically merge into Tally server under the selected company name.
Step 12: Navigate to expenses page. Click on the checkbox and select the expenses as per requirement. All the data will merge into Tally server under the selected company name.
Protip: Click display > Trial book. Users can now see all the sync invoices from the numberz plugin.
Step 13: In your last and final stage, all the linked invoices, debit note, credit note, purchase receipt, detail invoices will be displayed in Tally.
For support, reviews and suggestions, send in your queries to firstname.lastname@example.org
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