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How do I Import Sales Without Inventory Data From Excel to Tally

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Follow Step By Step Process

1. Login in to your Excel2Tally.in account

2. Select Template “Sales Without Inventory”

 

3. Click “Process Data”

 

 

4. Add Company& Select Template.

 

5. Download Sample file format

 

6. Once you are ready with your excel data then Choose file and Upload Excel

STEP – 1

 

7.Now Click Process Excel

STEP – 2

 

 

8. Now Click Download XML

STEP – 3

 

9. Now import the converted XML to Tally, using option import data > Vouchers

10. In case data is not imported in Tally than check Tally.imp file for data import log report.

 
Column Wise Explanation

The column names given in RED are compulsory and are required to be filled where as the column names in BLACK are optional

Column Name Explanation Excel Template  Example
Date  Date is the day on which an invoice for goods is issued, which is usually the same day on which the goods are sent to the buyer

Tally is very flexible and  thus allows the user to present the invoice date in various formats but it will be expressed/represented in tally as
DD/MM/YYYY OR DD-MM-YYYY.

Recommended formats are
01/02/2018  OR  01-02-2018
Voucher No In Tally, voucher numbers are automatically set by default.

They are used with some words or are of greater digits such as 101 or A-101 or TAX-101 and so on.
You can select the required Method of voucher numbering from the voucher type creation/alteration screen.
The Methods of Numbering list appears as shown below:
1)Automatic
2) Automatic (manual over ride)
3) Manual
4) Multi-user Auto

VN-R1
Voucher Type Voucher type pertains to Accounting, Inventory and Payroll. These are used for recording various transactions according to the user needs.
In Tally ERP9 Voucher type is the data entry form or screen where we are entering different types of transactions like Sales,Purchase,Receipt etc. There are 18 vouchers already created in Tally Software,which is divided into four parts
1) ACCOUNTING    VOUCHER
2) INVENTORY       VOUCHER
3) PAYROLL            VOUCHER
4) ORDER               VOUCHER
(THE ABOVE VOUCHERS WILL BE DISPLAYED BASED ON THE FEATURE YOU HAVE ENABLED)
Sales FY 18-19, Sales Delhi, Sales Amazon
Sales Local
Bill Wise Details A reference number is a unique identifier assigned to each transaction.                 

In tally bill wise detail is used to know about parties outstanding detail.

There are four types of bill wise detail:-
1) New reference: – at the time of sales/purchases.
2) Against reference: – at the time of cash received.
3) Advance: – cash received as advance.
4) On account: – at the time of interest charged.

By default Excel2Tally software generates the New Reference
Debit / Party Ledger Name of the party / customer ledger customer-1
Address 1 Address of the customer Line 1
Address 2 Address of the customer Line 2
Address 3 Address of the customer Line 3
Address 4 Address of the customer Line 4
State State where you are business is being registered for making sales transactions. Maharashtra
Place of Supply It is the registered place of business of the recipient Brad Cars Pvt Ltd’s registered place of business is in Jaipur, Rajasthan. It supplies cars to Ravindra Automobiles, whose registered place of business is in Udaipur, Rajasthan.
Country Country in which your business is being registered India
VAT Tin No TIN stands for Taxpayer Identification Number, is unique number allotted by Commercial tax department of respective State. It’s an eleven digit number to be mentioned in all VAT transactions and correspondence. TIN number is used to identify dealers registered under VAT. 23458965V
CST No CST (Central Sales Tax) ) is a form of indirect tax imposed only on goods sold from one state to another state. 234594261C

 

2945631V

Service Tax No This will be your service tax registration  number
GSTIN This will be your Goods & Service tax registration number – 15 digit 24AABCV123EDG54
GST Registration Type GST registration types are assigned as Regular, Composition, Consumer & Unregistered Regular, Composition, Consumer, Unregistered
Credit Ledger 1 This will be your Sales or Income ledger and can not be left blank Sales A/c, Sales Local, Sales @ 18%, Sales Interstate, Professional fees, consulting fees, etc
Credit Ledger 1 Amount
Credit Ledger 2 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 2 Amount
Credit Ledger 3 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 3 Amount
Credit Ledger 4 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 4 Amount
Credit Ledger 5 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 5 Amount
Credit Ledger 6 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 6 Amount
Credit Ledger 7 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 7 Amount
Credit Ledger 8 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 8 Amount
Credit ledger 9 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 9 Amount
Credit Ledger 10 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit ledger 10 amount
Credit ledger 11 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 11 Amount
Credit Ledger 12 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 12 Amount
Credit Ledger 13 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 13 Amount
Credit Ledger 14 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 14 Amount
Credit Ledger 15 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 15 Amount
Credit Ledger 16 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 16 Amount
Credit Ledger 17 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 17 Amount
Credit Ledger 18 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 18 Amount
Credit Ledger 19 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 19 Amount
Credit Ledger 20 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 20 Amount
Credit Ledger 21 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 21 Amount
Credit Ledger 22 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 22 Amount
Credit Ledger 23 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 23 Amount
Credit Ledger 24 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit ledger 24 Amount
Credit Ledger 25 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 25 Amount
Credit Ledger 26 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 26 Amount
Credit Ledger 27 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 27 Amount
Credit Ledger 28 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 28 Amount
Credit Ledger 29 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 29 Amount
Credit Ledger 30 This will be any other ledger you wanted to record as a part of your sales transaction GST/Tax Ledgers, Other Income, other Expenses, etc
Credit Ledger 30 Amount
Cost Center A part of an organization to which costs may be charged for accounting purposes.
The cost center in Tally.ERP 9 refers to an organizational unit to which costs or expenses can be allocated during transactions while the cost category is used to accumulate costs or profits for parallel sets of cost centers.
HR Department,
Sales Department, Engineering Department
Narration                  A small brief explanation Being goods sold

Important Note

– Please make sure that ledger masters are already exist in your tally data

– If possible create separate sales voucher types with voucher numbering method manual & prevent duplicate = YES

– Option “Ignore errors during data import” should be YES. Find this option on Gateway of Tally > Press F12 > General

Updated on July 24, 2018

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