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Quick2Tally

How to Install and Configure

Download, install and connect QuikAccount to Tally in about five minutes. Free installation and demo support is available on call.

Need help? Call or WhatsApp 93584-44502. Free installation and demo support.

Before you start

  • Windows PC with Microsoft Excel 2016 or above (Microsoft 365 recommended)
  • TallyPrime (any release) or Tally.ERP 9
  • Internet connection for sign-in and licence checks

Step 1 – Download and install

  1. Download the setup from the Download page.
  2. Close all Excel windows and run the setup. Click Next on each screen.
  3. The setup installs QuikAccount in Documents \ QuikAccount and adds a QuikAccount icon to the desktop.
  4. The folder is added to Excel’s trusted locations, so macros run without a security warning.

Step 2 – Sign up and activate

  1. Open QuikAccount from the desktop icon. It opens on the Registration sheet.
  2. Click Activation on the QuikAccount ribbon.
  3. New user: enter name, mobile and e-mail, then the OTP sent to your mobile. Your free trial starts at once.
  4. Existing user: sign in with your registered mobile number and OTP.
QuikAccount Registration ribbon with Activation, Tally Settings and Financial Year

Step 3 – Set up Tally (one time)

TallyPrime: press F1 (Help) → Settings → Connectivity and set:

  • TallyPrime acts as: Both
  • Enable ODBC: Yes
  • Port: 9000 (or any free port)

Tally.ERP 9: press F12 → Advanced Configuration and set the same values. Restart Tally after the change.

TallyPrime connectivity settings: TallyPrime acts as Both, ODBC enabled, port 9000
Tally.ERP 9 advanced configuration with ODBC enabled and port 9000

Step 4 – Connect Tally

  1. On the Registration ribbon tab, check Tally Server Address (localhost), Tally Port (same as Tally) and Tally Version.
  2. Select the Financial Year you will work in.
  3. Open your company in Tally, go to any data sheet and click Connect Tally.
  4. QuikAccount reads ledgers, stock items, units, godowns, cost centres and voucher types from Tally.
  5. The Tally Company box at the top right of the ribbon shows the connected company.
Tally Company box showing company name, GSTIN, state and books start date

Advantage

One Click Tally Connect

All masters imported with one click on any sheet.

Company always visible

Name, GSTIN, state and books start date shown on the ribbon.

Auto Identify New Masters

Ledgers and items not in Tally are picked up on Validate.

Create New Masters

Missing ledgers and items created in Tally in one click.

Direct Export to Tally

No XML file to import by hand.

Built-in Search

Double-click any drop-down cell or press Ctrl+Shift+S to search.

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Trusted by Tally users

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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