How to Export Data from Tally

How-to-Export-Data-in-Tally

In any professional software, exporting of data is a very important aspect and Tally has taken utmost care with regards to exporting of data.

Primarily Tally is used by most of the people for accounting purposes. Therefore exporting of different accounts and reports is even more necessary.

If you want to file a simple income tax return, you would want the figures from profit and loss account and balance sheet and for that you need to export the information from Tally.

Specifically in Tally, exporting different reports and accounts is required every day.

Imagine you are running a company.

  • Your auditor would want different accounts for the audit of your company.
  • To know what the costs of manufacturing are, you will need inventory vouchers.
  • For taking important decisions, you will require ratio analysis.
  • Banking will be required to take care of daily transactions.
  • Payroll reports will be required for tracking employee costs.

And many more information is required for on daily basis by different persons in a company to run a single business.

All these information can be obtained in Tally in the form different reports.

In Tally, you can export every single account, report or any information you want by just one command.

That command is ALT+E.

ALT+E

This is true.

In whichever report you are, just press ALT+E and you will be able to export it.

6 Different Exporting Formats in Tally

In Tally, information can be exported in total six different formats.

  1. ASCII (Comma Delimited)
  2. Excel (Spreadsheet)
  3. HTML (Web-publishing)
  4. JPEG (Image)
  5. PDF (Portable Document Format)
  6. XML (Data Interchange)

Of the six formats, most used ones according to my knowledge and experience are Excel and PDF formats.

In the image below, I am exporting Balance Sheet from Tally.

Exporting-of-Balance-Sheet

If you have Tally try exporting in different formats and you will see the differences. Though there are not many of them.

People use Excel format for exporting because they can later edit the numbers in file. On the other hand, PDF format is used when you don’t want anyone to edit your file.

Where to find that Export Option in Tally

I said earlier in this post that you can export information from any report or any account in Tally.

The option of exporting is on the top of every screen in Tally.

In the image below, you are seeing Export option in Balance Sheet.

Exporting-option-in-tally

In this picture down, you are seeing Export Option in Trial Balance.

Exporting-Trial-Balance-in-Tally

As you can see, the export option remains at the same place. What changes is the screen under it.

If you have noticed, you can also email anything directly from Tally to anybody if you want. That is just another cool feature Tally has.

Other Options while Exporting data in Tally

Other-Options-while-exporting-data

These options which you are seeing in the picture above, change according to what you are exporting from Tally.

But they are useful and that is the reason, they are there.

Certain options like Scale Factor for values which means showing numbers in millions or crores or to show percentages or not are quite useful.

At the end…

If you want to export anything in Tally, it is simple and easy. I have clearly shown you how you can do it.

Simplicity is what makes Tally beautiful.

If you have any questions, comment down below and I will be happy to answer them.

Join TallySchool & Start learning Tally with GST for Free!





42 thoughts on “How to Export Data from Tally

  1. Deepa says:

    I am not a user of tally but would like to use the tally data in the Power Bi application. Can you please tell me how i need to export the data so that it can be used by Power Bi

    • Rishit Shah says:

      Hi, Deepa!

      It is very easy to export data in Tally.
      From whatever screen you are on Tally, just press ALT+E to export.

      For example, from ledgers, you can easily export all the entries by pressing ALT+E.

  2. Rahul says:

    Hi,

    My tally ERP 9 is not having an export option in PDF.

    It is having only ASCII,Excel,HTML and XML.

    Can you help fix this issue.

    • Rishit Shah says:

      Hi, Jagannatha Prabhu!

      You can export multiple accounts easily in Tally.
      From Gateway of Tally, go to Display.

      Then select Trial Balance.
      Now export and select all the options as you require.

      And press Enter. You’re done.

  3. saten says:

    i am using tally 9 but when i use to export file into excel but it not done…
    because i don’t got the option to export into excel (spread sheet )
    only there is html and xml,ascii

  4. Krishna says:

    How to automate the data export(xml) from Tally to a folder(setting refresh/update the data every 30min.).
    from this folder our Business analytics software will take the data and generate reports.
    Please give reply on how to do this in fastest way? as Tally data reading is slow.

  5. Felix Obunyu says:

    Hello Sir, How can i export several ledgers at the same time with a memo???? i don’t want to do it for each and every ledger.

    Regards,

    Felix

    • Rishit Shah says:

      Hi, Divmini!

      You can easily do it by pressing ALT+E from wherever you want to export.
      For debtors and creditors, you can do that by displaying all the sales and purchases.

      • Mahesh Patil says:

        Hi Rishit,

        When we go to DL, we see list of all accounts. If we export XML from here, the xml file has all the details of Sundry Debtors/Creditors with Name, Code , PAN, Adress etc. But if we export as an excel what we get is what we see on the screen i.e. the list of accounts. What we want to do is export list of debtors/creditors/inventory items/invoices in excel with each row depicting a record and column depicting the data. E.g
        Debotr Name | Adddress | PAN ..
        Jivan Agro | Pune | XXXXXXXXXX

        Thanks in advance.

        • Rishit Shah says:

          Hi, Mahesh!
          When you export, make sure you select all the options to Yes which are by default set to No.

          When you select all the options to Yes at the time of exporting, you will get all the details.

  6. Mohd. Ajmal says:

    Hello sir,
    Mujhe D+A+L+ sales A/c ke vouchers excel me export karne hi lekin export karte samay wahan excel ki separate sheet format ka obtion nahi aa raha hai sirf hml or dusre obtion aa rahe hai
    Me kya karu pls help me tally erp 9. Hi or hp laptop me window 10 hi

  7. kiran says:

    Hi Rishit
    I want to export all the income entries ,cost entries,debtor entries and creditor entries voucher by voucher please let me know if there is any option available in tally

    • Rishit Shah says:

      Hi, Kiran!

      Go to the respective ledgers and then export all the entries by pressing ALT+E.

      You can go to the respective ledgers by pressing DAL from the Gateway of Tally.

  8. Harmandeep Singh says:

    Hi Rishit, first of all thank you for taking all the pain for us
    I am a non Accounts person so please excuse my ignorence
    We are doing a lot of online sales through various portals and my accountant has to enter each and every detail of a new customer , products sold, and invoices manually, although the Sales portals provide us with consolidated data sheets for all sales done through them
    Is it possible that my accountant directly populate an excel file and upload into Tally and get the invoices printed without having to enter each invoice detail separately and manually
    thanks

    • Rishit Shah says:

      Hi, Harmandeep!

      Thank you for your appreciation.
      But it is not possible to import Excel sheets in Tally.

      There are add-ins which you can try, but I have not seen anyone using them for online sales.

  9. Harmandeep Singh says:

    Thanks Rishit
    Will try scout more on internet, my problem is very simple
    1. New customer buys an item from an ecom site
    2. Ecom site sends a PDF stating transaction details
    3. I issue invoice by manually entering data from that PDF

    All this is becoming very troublesome as our sales are increasing

    • Rishit Shah says:

      Hi, Harmandeep!

      I ran an e-commerce site earlier.
      I suggest you should put a mechanism in the site that auto generates the invoices.

      This way, you do not need to create every invoice from Tally.
      You can assign accounting to an accountant who will do the entries for you from the invoices auto generated from your site.

    • Rishit Shah says:

      Hi, Rebita!

      You can add description while passing the entry if you want add remark.
      Also, you can add narration in the entry in which you want to add remark.

      There is no option of directly adding remark while exporting.

  10. Ibrahim Awal says:

    Hi Rishit Shah,
    Could you kindly show me how to export the detailed transactions of a group of ledgers into excel. For instant exporting all the ledger details for all fixed assets.

    Thanks for your prompt response.

    • Rishit Shah says:

      Hi, Ibrahim!

      You cannot export group of ledgers but you can export ledger by ledger.
      Press DAL consecutively from Gateway of Tally and select the ledger you want to export.

      Now, select the time and export it to Excel.

  11. BINOY RAJ says:

    In my Tally ERP 9 the exported file could not open automatically. How can solve the problem.? The option of exported file/folder is yes.

    • Rishit Shah says:

      Hi, Binoy!

      Please check you have set YES for the option saying that exported file should open after the export.

      If then also it doesn’t work, please try reinstalling Tally. It should work then.

    • Rishit Shah says:

      Hi, Hardik!

      If you buy the full version of Tally, there is an option of Multi Account Printing.
      You can export multi account ledgers from there.

      The option is on the Gateway of Tally.

  12. TARSEM NARANG says:

    While exporting data in tally 9, its not showing options of PDF or Excel , only showing Default (All Languages) or Restricted ASCII only. I need pdf or Excel. plz guide how to do it.

  13. Shahlo says:

    HI RISHIT,
    Can you please tell me how I can export all data into one spreadsheep of Excel from Tally? We need to see all information in the one file at the same time. I’m looking forward to your answer. And Thank you for your answer beforehand.

    • Rishit Shah says:

      Hi, Shahlo!

      You can export everything from the option called Multi Account Printing.
      In there, there are differnt kinds of options through which you can print everything. Select PDF while printing.

      Or, you can go to the Display option and you can find everything you want to see.
      Go in the options and you can export whatever you like in the Excel.

      For everything, go to the Display menu and export everything in each option. It will not be in a single spread sheet but that you can merge easily.

      This way you will have all the information.

    • Rishit Shah says:

      Yes, Pankaj!

      You can do that.
      Go to Display > Account Books > Sales Register.
      Now, go the month for which you want the information.

      Now, export and Type YES for Show Columnar Register and select the specific details that you want.
      You will get all the information that you want.

Leave a Reply

Your email address will not be published. Required fields are marked *

Shares
Share This