Tally Prime and Tally ERP 9 are both popular accounting software, but if you find yourself needing to switch from Tally Prime to Tally ERP 9, the process may seem a bit daunting at first. However, with a few simple steps, you can smoothly convert your data without any hassle.
How To Convert Tally Prime Data To Tally ERP 9?
Backup Your Tally Prime Data:
Before making any changes, ensure you have a backup of your Tally Prime data. This precautionary step ensures that even if something unexpected happens during the conversion, your crucial financial information remains safe.
1. Open Tally Prime and Export Data:
Launch Tally Prime and open the company whose data you want to convert. Navigate to the ‘Gateway of Tally,’ go to ‘Display,’ and then select ‘List of Accounts.’ Export the data in XML format by selecting ‘Export’ from the menu.
2. Save Exported Data Locally:
Choose a location on your computer to save the exported XML file. This step is crucial as it allows you to access the file easily during the Tally ERP 9 data import process.
3. Open Tally ERP 9:
Now, open Tally ERP 9 on your system. If you don’t have it installed, make sure to download and install it before proceeding.
4. Go to the Company Menu:
In Tally ERP 9, navigate to the ‘Company Info’ menu. From there, select ‘Create Company’ to initiate the process of setting up a new company.
5 .Fill in Company Details:
Provide the necessary details for your new company, such as name, address, and financial year. Tally ERP 9 will prompt you to confirm whether you want to set up accounts with or without inventory; choose the option that suits your needs.
6. Import Tally Prime Data:
After setting up your new company, go back to the ‘Gateway of Tally’ and select ‘Import Data.’ Choose ‘Tally Prime’ as the source, locate the XML file you exported earlier, and initiate the import process.
7. Mapping and Confirmation:
Tally ERP 9 will guide you through mapping the data fields to ensure a smooth transition. Review the mapping carefully and confirm the import. This step ensures that the data from Tally Prime aligns correctly with the structure of Tally ERP 9.
8. Check for Discrepancies:
Once the import is complete, carefully review your data in Tally ERP 9. Look for any discrepancies or missing information. Address any issues promptly to maintain the accuracy of your financial records.
9. Update Configurations:
Update configurations in Tally ERP 9 as needed to match your business requirements. This includes tax configurations, financial year settings, and other preferences.
Conclusion
By following these simple steps, you can seamlessly convert your Tally Prime data to Tally ERP 9. Remember to take your time, double-check each step, and make necessary adjustments to ensure a smooth transition. With a bit of patience, you’ll find that the process is straightforward, allowing you to continue managing your accounts efficiently in Tally ERP 9.
