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Frequently asked questions

Quick answers about Excel to Tally, licensing and our products.

About Quick2Tally & licence

QuikAccount is an Excel add-in that sends your data straight into Tally. Copy your data into the ready-made sheets, click Validate to check it against your Tally masters, then click Export to Tally. There is no XML file to import by hand.

Start with All guides.

TallyPrime (all releases), Tally.ERP 9 and Tally 9. It works with single-user, multi-user and cloud-hosted Tally. Ultimate Plus also supports multi-GSTIN companies in TallyPrime 3.0 and above.

A Windows PC with Microsoft Excel 2016 or above (Microsoft 365 recommended), TallyPrime or Tally.ERP 9, and an internet connection for sign-in and licence checks.

Both are available. A yearly licence is renewed every year; a lifetime licence is a one-time payment. See Pricing for current plans.

Both. A single-user licence works on one PC. A multi-user licence works on any number of PCs that use the same multi-user Tally serial number.

Yes. Sign in on the new PC with your registered mobile number and OTP; the old PC is deactivated automatically. Yearly licences can be switched up to 25 times and lifetime licences up to 200 times.

Yes. A single-user licence works with any number of Tally companies on the same computer.

No. After you buy a licence there is no limit on vouchers or masters.

Yes. Free trial: 30 days, up to 500 entries in total, with a maximum of 50 entries per export. Install the software and activate the trial from the Activation button — see How to Install and Configure. For a demo, call or WhatsApp +91 93584 44502.

Sales, purchase, debit and credit notes (with or without inventory), receipts, payments, contra, journals, stock journal, material in/out, payroll, purchase and sales orders, and stock items and ledgers. See All guides.

Installation & Tally connection

Download the setup, close Excel and run it. It installs in %APPDATA%\QuikAccount and adds a desktop icon. Open it, click Activation, and sign up with your name, mobile and e-mail (OTP). Full steps: How to Install and Configure.

  1. In TallyPrime press F1 (Help) → Settings → Connectivity: TallyPrime acts as Both, Enable ODBC Yes, Port 9000. In Tally.ERP 9 use F12 → Advanced Configuration. Restart Tally after the change.
  2. On the Registration tab, the Tally Port must match the Tally port, and Tally Server Address should be localhost on the same PC.
  3. Open the company in Tally, then click Connect Tally.

Still stuck? Call or WhatsApp +91 93584 44502 for free remote support.

Open QuikAccount from its desktop icon. The setup adds the %APPDATA%\QuikAccount folder to Excel's trusted locations, so macros run without a warning. If you copied the file elsewhere, open it from that folder instead.

Open %APPDATA%\QuikAccount and start the QuikAccount Excel file from there. Right-click it → Send to → Desktop (create shortcut) to make a new shortcut. If the folder is missing, run the setup again — your licence is kept.

Yes. Enter the server address and port of the Tally server on the Registration tab. The port must be open between your PC and the Tally server.

Importing data

Yes. When you click Validate, ledgers not in Tally are copied to the LedgerCreation sheet and items to the ItemCreation sheet. Export them from there in one click, then export your vouchers. See Import Stock Items or Ledgers.

The date is stored as text. Copy the date column to a blank sheet, press Ctrl+H and replace “-” with “/” (or the other way round) so Excel reads it as a date, then paste it back. Check that the date falls in the Financial Year selected on the Registration tab.

Double-click the drop-down cell or press Ctrl+Shift+S to search the list by any part of the name.

Yes. On the CASH & BANK sheet click Learn from Tally once, then Auto Ledger. Party names are filled from your past Tally entries and saved rules. See Bank Statement.

Yes. Download GSTR-2A or 2B as Excel from the GST portal, open the E-Com sheet and use the GST Returns ▾ menu. Supplier invoices become purchases and supplier credit notes become debit notes. See More Options.

Yes. Amazon MTR (B2B and B2C), Flipkart, Meesho, Myntra and AJIO reports can be imported directly, and returns become credit notes automatically. See Amazon (MTR) Sales and Flipkart Sales.

Yes. A single voucher can carry several GST rates and tax ledgers, plus cess and TCS. See Sales without Inventory.

Yes. Click Export to Tally and answer No when asked to send data to Tally. Click Software Folder on the Registration tab and import filexml.xml in Tally with Import → Transactions.

Yes. Masters and vouchers can be exported from Tally to Excel. See Export Data from Tally to Excel.

Help & support

Call or WhatsApp +91 93584 44502, or e-mail support@quick2tally.com. Support runs Monday to Saturday, 10:30 am to 6:30 pm, over remote desktop. Installation and demo support are free. Lifetime licences include two years of support.

Every import has a guide with screenshots: All guides. You can also use the search box at the top of any page, or watch the videos.

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