How to Export Masters Entire Data to a New Company?

In Tally.ERP 9 Software, you can export the entire data to a newly created company in the following ways:

Enter Gateway of Tally -> Display -> List of Accounts.

Export Masters

Click F12: Select the masters you want to export. Skip this step if you want to export all the masters.

Range of Information

Click E: Export in the List of Accounts screen.

Select Default Language as (All Languages) from the list that appears.

Select Format as XML (Data Interchange).

By default, Export Location is set to C: Tally.ERP 9. You can provide an export location of your choice.

The output file name is set to Master.XML by default or provide a filename of your choice.

Select All Masters in Type of Masters.

Exporting ledgers

Press Enter.

Upgrade to Tally.ERP 9 Release 6.5.3

Upgrade to Tally.ERP 9 Release 6.5.3

Install Tally.ERP 9 Release 6.5.3

  • Renew your TSS Subscription (for Tally.ERP 9 users whose TSS has expired). Users with a valid TSS Subscription will be able to use the licensed version of Tally.ERP 9 Release 6.5.3.
  • Buy an upgrade (for Tally 9 and lower version users) to start using the licensed version of Tally.ERP 9 Release 6.5.3.
  • Download and install Tally.ERP 9 Release 6.5.3. Users currently using any version of Tally.ERP 9 and having a valid TSS Subscription can directly upgrade to Release 6.5.3.

You can also upgrade directly to the latest release from the product.

After Installing

After upgrading to Release 6.5.3, you can choose to start working with Tally.ERP 9 in one of the following ways:

Open your existing company in Release 6.5.3 and continue your business as usual

This is the simplest option. Open your company in Tally.ERP 9 Release 6.5.3 and follow the on-screen instructions. Once the data is converted, get started with GCC VAT (for Gulf countries) as required.

  • For Tally 7.2 or lower, download the tool Tally72migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5.3.

Open your existing company in Release 6.5.3 and split your company

Open your company in Tally.ERP 9 Release 6.5.3 and follow the on-screen instructions. Then, split your company.

  • For Tally 7.2 or lower, download the tool Tally72migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5.3, and split the company.

Create a new company in Release 6.5.3 and start afresh GCC VAT

  • Go to Company Info. -> Create Company. Create all the required masters.

Or

  • Export the masters from your company in the older version of Tally.ERP 9 with the closing balances, as applicable. In the new company in Release 6.5.3, import these masters. Once the masters are imported, you can get started with GCC VAT.

Enjoy your journey with Tally.ERP 9!

FAQ

  1. How do I migrate a group company that is created in Tally 7.2 to Tally.ERP 9?

A group company created in Tally 7.2 cannot be opened directly in Tally.ERP 9. We recommend that you open individual companies in Tally.ERP 9 (migrate data from Tally 7.2 before opening in Release 6.5.3), and then group them together once again at the end. Always remember to back up the data and restore at a different location.

  1. I am using Tally 8.1. Can I continue to use these versions after moving to Release 6.5.3? Can my licenses co-exist?

No, the licenses for Tally 8.1 and Tally 9 will not co-exist with Tally.ERP 9 Release 6.5.3.

  1. What happens to my synchronization setup?

Everything will work as usual as long as you ensure that Tally.ERP 9 has been upgraded to Tally.ERP 9 Release 6.5.3 at all your locations.

  1. My existing customization fails in Tally.ERP 9 Release 6.5.3. What do I do?

Ensure that the customization or Account TDL used in Tally.ERP 9 is compatible with Release 6.5.3. If you find that your customization or Account TDL is not compatible with Release 6.5.3, do either of the following:

  • Contact your partner to upgrade the solutions to Release 6.5.3.
  • Disable the customizations and proceed until the customizations are made compatible with the release.

To disable the customization

For local TDL/TCP

  1. Go to F12: Configure > Product & Features.
  2. Click F4: Manage Local TDL.
  3. Set the option Set TDL Files on startup to No, or remove the attached TDL or TCP from the TDL Configuration window.

For account TDL/Addon

  1. Log in to the Control Centre.
  2. Identify the TDL tagged to the Account ID.
  3. Disable the TDL and update the license.
Tally 6.5.2

Upgrade to Tally.ERP 9 Release 6.5.2

Upgrading to Tally.ERP 9 Release 6.5.2 is fairly simple.

Install Tally.ERP 9 Release 6.5.2:

  • Renew your TSS Subscription (for Tally.ERP 9 users whose TSS has expired). Users with a valid TSS Subscription will be able to use the licensed version of Tally.ERP 9 Release 6.5.2.
  • Buy an upgrade (for Tally 9 and lower version users) to start using the licensed version of Tally.ERP 9 Release 6.5.2.
  • Download and install Tally.ERP 9 Release 6.5.2. Users currently using any version of Tally.ERP 9 and having a valid TSS Subscription can directly upgrade to Release 6.5.2.

You can also upgrade directly to the latest release from the product.

After Installing

After upgrading to Release 6.5.2, you can choose to start working with Tally.ERP 9 in one of the following ways:

Open your existing company in Release 6.5.2 and continue your business as usual

This is the simplest option. Open your company in Tally.ERP 9 Release 6.5.2 and follow the on-screen instructions. Once the data is converted, get started with GST (for India) or get started with GCC VAT (for Gulf countries) as required.

For Tally 7.2 or lower, download the tool Tally72migration.exe , and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5.2.

Open your existing company in Release 6.5.2 and split your company

Open your company in Tally.ERP 9 Release 6.5.2 and follow the on-screen instructions. Then, split your company .

For Tally 7.2 or lower, download the tool Tally72migration.exe , and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5.2, and split the company.

Create a new company in Release 6.5.2 and start afresh for GST or GCC VAT

  • Go to Company Info. -> Create Company. Create all the required masters.

Or

  • Export the masters from your company in the older version of Tally.ERP 9 with the closing balances, as applicable. In the new company in Release 6.5.2, import these masters . Once the masters are imported, you can get started with GST or GCC VAT.

Enjoy your journey with Tally.ERP 9!

FAQ

1. How do I migrate a group company that is created in Tally 7.2 to Tally.ERP 9?

A group company created in Tally 7.2 cannot be opened directly in Tally.ERP 9. We recommend that you open individual companies in Tally.ERP 9 ( migrate data from Tally 7.2 before opening in Release 6.5.2), and then group them together once again at the end. Always remember to back up the data and restore at a different location.

2. I am using Tally 8.1. Can I continue to use these versions after moving to Release 6.5.2? Can my licenses co-exist?

No, the licenses for Tally 8.1 and Tally 9 will not co-exist with Tally.ERP 9 Release 6.5.2.

3. What happens to my synchronization setup?

Everything will work as usual as long as you ensure that Tally.ERP 9 has been upgraded to Tally.ERP 9 Release 6.5.2 at all your locations.

4. My existing customization fails in Tally.ERP 9 Release 6.5.2. What do I do?

Ensure that the customization or Account TDL used in Tally.ERP 9 is compatible with Release 6.5.2. If you find that your customization or Account TDL is not compatible with Release 6.5.2, do either of the following:

  • Contact your partner to upgrade the solutions to Release 6.5.2.
  • Disable the customization and proceed until the customization are made compatible with the release.

To disable the customization

For local TDL/TCP:

1. Go to F12: Configure > Product & Features.

2. Click F4: Manage Local TDL.

3. Set the option Set TDL Files on startup to No , or remove the attached TDL or TCP from the TDL Configuration window.

For account TDL/Addon:

1. Log in to the Control Centre.

2. Identify the TDL tagged to the Account ID.

3. Disable the TDL and update the license.

Upgrade to Tally.ERP 9 Release 6.5.1

Upgrade to Tally.ERP 9 Release 6.5.1

Upgrading to Tally.ERP 9 Release 6.5.1 is fairly simple. We urge you to go through the FAQ section before you upgrade!

Install Tally.ERP 9 Release 6.5.1

  • Renew your TSS Subscription (for Tally.ERP 9 users whose TSS has expired). Users with a valid TSS Subscription will be able to use the licensed version of Tally.ERP 9 Release 6.5.1.
  • Buy an upgrade (for Tally 9 and lower version users) to start using the licensed version of Tally.ERP 9 Release 6.5.1.
  • Download and install Tally.ERP 9 Release 6.5.1. Users currently using any version of Tally.ERP 9 and having a valid TSS Subscription can directly upgrade to Release 6.5.1.

You can also upgrade directly to the latest release from the product.

After Installing

After upgrading to Release 6.5.1, you can choose to start working with Tally.ERP 9 in one of the following ways:

Open your existing company in Release 6.5.1 and continue your business as usual

This is the simplest option. Open your company in Tally.ERP 9 Release 6.5.1 and follow the on-screen instructions. Once the data is converted, get started with GST (for India) or get started with GCC VAT (for Gulf countries) as required.

  • For Tally 7.2 or lower, download the tool Tally72migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5.1.

Open your existing company in Release 6.5.1 and split your company

Open your company in Tally.ERP 9 Release 6.5.1 and follow the on-screen instructions. Then, split your company.

  • For Tally 7.2 or lower, download the tool Tally72migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5.1, and split the company.

Create a new company in Release 6.5.1 and start afresh for GST or GCC VAT

  • Go to Company Info. -> Create Company. Create all the required masters.

Or

  • Export the masters from your company in the older version of Tally.ERP 9 with the closing balances, as applicable. In the new company in Release 6.5.1, import these masters. Once the masters are imported, you can get started with GST or GCC VAT.

Enjoy your journey with Tally.ERP 9!

FAQ

  1. How do I migrate a group company that is created in Tally 7.2 to Tally.ERP 9?

A group company created in Tally 7.2 cannot be opened directly in Tally.ERP 9. We recommend that you open individual companies in Tally.ERP 9 (migrate data from Tally 7.2 before opening in Release 6.5.1), and then group them together once again at the end. Always remember to back up the data and restore at a different location.

  1. I am using Tally 8.1. Can I continue to use these versions after moving to Release 6.5.1? Can my licenses co-exist?

No, the licenses for Tally 8.1 and Tally 9 will not co-exist with Tally.ERP 9 Release 6.5.1.

  1. What happens to my synchronization setup?

Everything will work as usual as long as you ensure that Tally.ERP 9 has been upgraded to Tally.ERP 9 Release 6.5.1 at all your locations.

  1. My existing customization fails in Tally.ERP 9 Release 6.5.1. What do I do?

Ensure that the customization or Account TDL used in Tally.ERP 9 is compatible with Release 6.5. If you find that your customization or Account TDL is not compatible with Release 6.5.1, do either of the following:

  • Contact your partner to upgrade the solutions to Release 6.5.1.
  • Disable the customizations and proceed until the customizations are made compatible with the release.

To disable the customization

For local TDL/TCP

  1. Go to F12: Configure > Product & Features.
  2. Click F4: Manage Local TDL.
  3. Set the option Set TDL Files on startup to No, or remove the attached TDL or TCP from the TDL Configuration window.

For account TDL/Addon

  1. Log in to the Control Centre.
  2. Identify the TDL tagged to the Account ID.
  3. Disable the TDL and update the license.
Tally.ERP 9 Software

Uses of Latest Tally.ERP 9 Software

Tally.ERP 9 software is a useful tool that handles accounts, tax management, inventory management and payroll. The software has single-user and multi-user licenses which is beneficial for small and medium business enterprises in Saudi Arabia.

It eases out complex calculations and gives accurate results. It proves to be time saving and simple as the software can be learnt by new users as well as accounting experts. Professionals can also opt for online training by enrolling themselves for e-learning courses.

Every software upgrade from time to time and so is Tally.ERP 9. This ensures user to stay ahead in competition and use latest software for day-to-day calculations. Tally.ERP 9 has released the latest version as version 6.5.

All new versions of the software have key additions and enhanced features. Tally allows users to install the trial version for free. This helps users to check newly added features and subscribe for new edition if it benefits the organization.

Advantages of Using Latest Tally.ERP 9 software:

Simplified compliance: Users can capture zero rated supplies in return. Composite dealers find it easy to use the tool.

Offers VAT support: Tally provide VAT support on transactions by businesses in particular zones. VAT returns and all other details are listed in Tally.ERP 9.

Supports new invoice format: The software supports invoices in different formats. Small and medium-size businesses can choose the type of invoice thus ensuring customers comfort.

Generate Tax return in PDF: Users can generate individual tax returns in PDF format. This can be used as a reference while filing returns in the e-services portal of VAT. Users can view online videos and understand how to file online returns using the new version.

Saves returns in the system: Earlier versions of Tally.ERP  9 software did not have this feature of saving returns on the computer. Tally allows user to save returns and revise it, if required.

Tracks reverse charges: Users can mark transactions with reverse charge applicability and pay VAT. Tally allows customers to track reverse charges and input tax credits too.

Tally software suggested this value for: This message is displayed for each transaction while exporting. This occurs when a decimal value is exported to the template, as the template is designed to not accept decimal values. This message is also displayed when an already used copy of the template is used.

Prints invoices with additional details: Upgraded version of Tally.ERP 9 software prints invoices with details as per company choice. Organizations can include details such as name, time, date, place, objects, tax, and other information that benefits customers and contributes to efficiency of business.

Upgrade to the Latest Release: It provides the procedure of upgrading from an old released version to the latest released version in a single-user and multi-user environment.

Which concept is used in Tally for PDC regularization? Any banking transactions that may Receipt or Payment made marking as Post-Dated will get regularized automatically when Date of Last Entry crosses PDC date.

Data Security in Tally Products: Tally offers a comprehensive security framework for authentication, authorization, integrity, and confidentiality of user data.

Automatic error detection: Tally.ERP9 points out errors in case of missing tax components and mismatch of VAT number. Users can take instant action and correct errors immediately.

Rounds up invoice amount: The latest Tally software has the feature of ‘Round off Ledger’ that calculates the difference and gives a round-up amount.

Manage e-way bills: Tally.ERP 9 software captures all required details required for an e-way bill. Users need not re-enter details but can export invoice in JSON format and upload for generating e-way bill.

Tally version 6.5

Upgrade to Tally.ERP 9 Latest Release 6.5

Upgrading to Tally.ERP 9 Release 6.5 is fairly simple. We urge you to go through the FAQ section before you upgrade!

Install Tally.ERP 9 Release 6.5:

  • Renew your TSS Subscription (for Tally.ERP 9 users whose TSS has expired). Users with a valid TSS Subscription will be able to use the licensed version of Tally.ERP 9 Release 6.5.
  • Buy an upgrade (for Tally 9 and lower version users) to start using the licensed version of Tally.ERP 9 Release 6.5.
  • Download and install Tally.ERP 9 Release 6.5. Users currently using any version of Tally.ERP 9 and having a valid TSS Subscription can directly upgrade to Release 6.5.

You can also upgrade directly to the latest release from the product.

Note: Be sure to back up your current data in a different location using Gateway of Tally > Alt + F3 > Backup. To view your backed-up data, restore your backup to a different folder using Gateway of Tally > Alt + F3 > Restore.

After Installing

After upgrading to Release 6.5, you can choose to start working with Tally.ERP 9 in one of the following ways:

Open your existing company in Release 6.5 and continue your business as usual:

  • This is the simplest option. Open your company in Tally.ERP 9 Release 6.5 and follow the on-screen instructions. Once the data is converted, get started with GCC VAT as required.
  • For Tally 7.2 or lower, download the tool Tally72 migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5.

Open your existing company in Release 6.5 and split your company:

  • Open your company in Tally.ERP 9 Release 6.5 and follow the on-screen instructions. Then, split your company.
  • For Tally 7.2 or lower, download the tool Tally72migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5, and split the company.

Create a new company in Release 6.5 and start afresh GCC VAT:

Go to Company Info. > Create Company. Create all the required masters.

Or

Export the masters from your company in the older version of Tally.ERP 9 with the closing balances, as applicable. In the new company in Release 6.5, import these masters. Once the masters are imported, you can get started with GST or GCC VAT.

Enjoy your journey with Tally.ERP 9!

FAQ

  1. How do I migrate a group company that is created in Tally 7.2 to Tally.ERP 9?

A group company created in Tally 7.2 cannot be opened directly in Tally.ERP 9. We recommend that you open individual companies in Tally.ERP 9 (migrate data from Tally 7.2 before opening in Release 6.5), and then group them together once again at the end. Always remember to back up the data and restore at a different location.

  1. I am using Tally 8.1. Can I continue to use these versions after moving to Release 6.5? Can my licenses co-exist?

No, the licenses for Tally 8.1 and Tally 9 will not co-exist with Tally.ERP 9 Release 6.5.

  1. What happens to my synchronization setup?

Everything will work as usual as long as you ensure that Tally.ERP 9 has been upgraded to Tally.ERP 9 Release 6.5 at all your locations.

  1. My existing customization fails in Tally.ERP 9 Release 6.5. What do I do?

Ensure that the customization or Account TDL used in Tally.ERP 9 is compatible with Release 6.5. If you find that your customization or Account TDL is not compatible with Release 6.5, do either of the following:

  • Contact your partner to upgrade the solutions to Release 6.5.
  • Disable the customizations and proceed until the customizations are made compatible with the release.

To disable the customization

For local TDL/TCP

  1. Go to F12: Configure > Product & Features.
  2. Click F4: Manage Local TDL.
  3. Set the option Set TDL Files on startup to No, or remove the attached TDL or TCP from the TDL Configuration window.

For account TDL/Add-on

  1. Log in to the Control Centre.
  2. Identify the TDL tagged to the Account ID.
  3. Disable the TDL and update the license.
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