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Sales with Inventory

Import sales invoices with stock items, so stock and sales update together. Multiple items per invoice, with godown, batch, expiry, description and discount.

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Step 1 – Connect Tally

  1. Open your company in Tally.
  2. Open QuikAccount and go to the sheet you want to use.
  3. Click Connect Tally on the QuikAccount ribbon. The Tally Company box at the top right shows the company name, GSTIN, state and books start date. Check it is the right company.

Step 2 – Invoice headers on Purchase_Sales

  1. Open Purchase_Sales, set Transaction Type = Sales and the Voucher Type.
  2. Click Inventory Mode so it is on. The taxable columns turn grey – they are filled from the Stock sheet.
  3. Enter one row per invoice: INV NO, INV DATE, PARTY NAME, State, GSTIN.
Purchase_Sales in Inventory Mode

Step 3 – Item lines on the Stock sheet

  1. Open the Stock sheet. Enter one row per item: Inv No (same as Purchase_Sales), Item Name, Godown, Qty, Rate and GST Rate.
  2. Leave Unit blank – it is filled from Tally on validation.
  3. Optional: discount %, batch no., expiry date, item description, cess / TCS.
  4. To enter the value instead of the rate, tick Disable Rate. Click Import GST Rate to take each item’s GST rate from Tally.
Stock sheet with item lines linked by invoice number

Step 4 – Validate Stock

  1. Click Validate Sheet on the Stock ribbon.
  2. Items not in Tally are copied to ItemCreation. Export them from there, or pick the right name from the drop-down.
  3. Other errors: GST rate or godown not in the list, too many decimals.

Step 5 – Validate Purchase_Sales and export

  1. Taxable values per GST rate are totalled from the Stock sheet automatically.
  2. Click Validate (or press Alt+Shift+V). Cells with errors turn red and are listed on the Error sheet with links to each cell.
  3. New ledgers are copied to the LedgerCreation sheet and new items to the ItemCreation sheet. Open that sheet, click Validate, then Export to Tally, and come back.
  4. Validate again until you see Validation Success.
  5. Click Export to Tally (or press Alt+Shift+E). The Report sheet shows every voucher with its status.

Advantage

Invoice details

Invoice no., date, reference no. and date, bill reference.

Multiple tax rates

Several GST rates and ledgers in one voucher.

Buyer and consignee

Separate name, address and state.

Additional ledgers

Freight, packing, discount, round off.

Custom voucher type

e.g. "GST Sales"; several types in one run.

Cost centre and narration

At voucher or ledger level.

Order and dispatch details

Order no., date, dispatch doc., vehicle no., destination.

e-Way Bill and e-Invoice

IRN, ack no. and e-way bill details carried to Tally.

Cess and TCS

Cess and TCS ledgers supported.

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4.9 Star Google Rating Based on 300+ Reviews

Kamal Jain, FCA, CCA
Kamal Jain, FCA, CCA 1 review

Recently

Great software, User friendly & Superb support. All GST reports shows accurate results. Multiple formats for each voucher to suit our need. Whatever format of data you have, you can export that to tally. Good Job... QuikAccount Team!

Sanjay Jain
Sanjay Jain 1 review

Recently

Software is user-friendly. It provide lot of option to cater your need and give results in desired format. Also it ask for minimum data and most of the fields are either auto-calculated or imported from tally which makes working on this software very faster.

Prachi Shah, Senior Executive
Prachi Shah, Senior Executive 1 review

Recently

Superb tool to integrate excel data in Tally. We have imported complex e-commerce reports with this tool and it has imported large data accurately and very fast too. Company provided one click import option for multiple e-commerce platforms.

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