Import Stock Items or Ledgers

Create or alter hundreds of stock items and ledgers in Tally in one go, with GST details, HSN, units, addresses and opening balances.

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Import stock items

  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.
  4. Open the ItemCreation sheet and paste your items under the headings. Item Name and Unit are compulsory; add stock group, HSN, GST rate, MRP and opening stock as needed.
  5. Click Validate. Duplicate or invalid values turn red.
  6. Click Export to Tally.
  7. To change existing items, fill only the columns to update and click Alter in Tally.
ItemCreation sheet for creating stock items in Tally

Import ledgers

  1. Click Connect Tally.
  2. Open the LedgerCreation sheet and paste your ledgers. Ledger Name and Parent Group are compulsory; add address, state, GSTIN, PAN, opening balance and bank details as needed.
  3. Have only GSTINs? Click Get Name, Addr from GSTIN to fill names and addresses. Auto Fill PAN fills PAN from the GSTIN.
  4. Click Validate, then Export to Tally. Use Alter in Tally to update existing ledgers.
LedgerCreation sheet with customers and suppliers

Advantages

Create and Alter

Create new masters or update existing ones in bulk.

GSTIN lookup

Name, address and state filled from the GSTIN.

Fetch from Tally

Fetch Items / Fetch Ledgers brings existing masters into the sheet for editing.

Name Changer

Rename many items or ledgers at once.

Bill of Material

Enable BOM to create items with their components.

Duplicate check

Duplicate names are highlighted before export.

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