How to Export Tally Data to Excel: A Step-by-Step Procedure

Step 1 – Create Tally Data in Tally.ERP 9 Software

Ensure Software Functionality

Before creating a file in Tally, make sure you’ve downloaded and installed Tally.ERP 9. Verify that the software is functioning correctly.

Company Creation

  • Open Tally.ERP 9.
  • Click on the Create Company option under Company Info.
  • Enter your desired company name in the provided field.

Create Tally Data in Tally.ERP 9 Software

Company Details

  • Fill in the following details under Mailing & Contact:
    • Mailing Address
    • Statutory Compliance for
    • Telephone No
    • Mobile No
  • Under Company Details, enter data in the following fields:
    • Currency Symbol
    • Maintain
    • Financial Year From
    • Books Beginning from

How to Export Tally Data in Excel

Basic Information Dataset

After entering the above data, you’ll have created a basic information dataset for your company. This dataset includes essential company details.

Gateway of Tally

  • Explore the Gateway of Tally section, where you can store additional information about your company.
  • Sections available include Masters, Transactions, Utilities, and Reports.

Creating a Balance Sheet

  • Navigate to the Reports section and select Balance Sheet.
  • Input the required data related to your company’s financials.
  • Enter values for:
    • Capital Account
    • Loans (Liability)
    • Current Liabilities
    • Profit & Loss A/C

Entering Data

  • For specific sections (e.g., Capital Account), click on the relevant section.
  • Use the highlighted fields to input the necessary data.
  • Repeat this process for other relevant sections.

How to Export Tally Data in Excel

File Creation Options

  • While we’ve focused on creating a balance sheet, Tally.ERP 9 allows you to create other files such as Ledgers or Profit & Loss statements.

Step 2 – Export File in Excel

Once you’ve created the required file, the next step is to export it to Excel using Tally.ERP 9. This versatile software allows you to convert files into various formats, including PDF, Excel, XML, JPEG, HTML, and ASCII. Follow these steps to export your file to Excel:

  • Access Export Options
    • Click on the Export button (as shown below).
    • Alternatively, press Alt+E on your keyboard.

Export File in Excel

  • Format Selection
    • Press the Esc key to open the format selection window.
    • Choose Excel (Spreadsheet) from the available options.

How to Export Tally Data in Excel

  • Specify Export Details
    • Indicate the desired export location in the Export Location box.
    • Enter a name for the exported sheet in the Output Sheet Name box.
    • Decide whether to automatically open the exported file in Excel by selecting Yes or No in the Open Exported File box. We recommend choosing Yes for convenience.
  • Additional Options
    • Leave other sections unchanged or customize them according to your preferences.

How to Export Tally Data in Excel

  • Balance Sheet Display
    • Under Method of showing Balance Sheet, choose how you want to display the data in Excel. For example, select Liabilities/Assets tally if that’s your preference.
  • Export Confirmation
    • After entering all the necessary data, an Export window will appear.
    • Confirm the export by selecting Yes.

  • View the Result
    • You’ll now have successfully exported Tally data to Excel.
    • Open the Excel file to see the exported data.

How to Export Tally Data in Excel

Read More: How to Make a Tally Sheet in Excel

Download Practice Workbook

You can download the practice workbook from here:

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Saquib Ahmad Shuvo
Saquib Ahmad Shuvo

Saquib Ahmad Bhuiyan, holding a BSc degree in Naval Architecture & Marine Engineering from Bangladesh University of Engineering and Technology, skillfully integrates engineering expertise with a passion for Excel. He provides solutions to complex issues as an Excel & VBA Content Developer for ExcelDemy Forum. He demonstrates an enthusiastic mindset and adeptness in managing critical situations with finesse, showcasing his commitment to excellence. Apart from creating Excel tutorials, he is interested in Data Analysis with MS Excel, Rhinoceros,... Read Full Bio

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