Tag: tally.erp 9

How to ?

Merge data in Tally.ERP 9

How to merge data in Tally.ERP 9 ?

Assuming, you have two companies viz Company No 1 and Company No 2 and you wish to transfer all the data of Company No 1 into Company No 2.

Steps :-

  1. Open Company No 1 and Export data from Tally ERP 9 in XML format including dependent masters
    a) Use option “Gateway of Tally >> Display >> Daybook”
    b) Set the period using Alt+F2
    c) Next, press Alt+E to export the Tally.ERP 9 data into XML format including dependent masters.
    d) This will generate a file named “daybook.xml” in the Tally folder.
  2. Open Company No 2 and Import data into Tally.ERP 9 in Company No 2
    a) Use option “Gateway of Tally >> Import of data >> Vouchers”
    b) Specify the file-name as “daybook.xml” and press enter to import data into Tally.ERP 9

Remarks:-
a) Take backup of your Tally Companies before merging for safety purpose.
b) After merge, the Company No 2 contains the data of Company No 1
c) The above has been tested with Tally.ERP 9 Release 3.0 with some test-data.

Merging in Tally.ERP 9 vs Tally 9

Tally.ERP 9 Release 3.0 provides an option to export vouchers along with the dependent masters. Hence, there is no need to separately export the masters as it was required previously.

Related Posts :-
How to copy / paste entries from one company into another by ApniTally

How to ?

Merge two Stock Items in Tally.ERP 9

How to merge two Stock Items in Tally.ERP ?

Merging two Stock Items in Tally.ERP 9

It is assumed that you have two Stock Items viz “Item 1” and “Item 2” and you need to merge the “Item 2” into “Item 1” such that all the Vouchers having “Item 2” would show “Item 1” after the merge-process.

PS:
a) Take backup of your Tally data for safety purpose before trying out the underneath steps.
b) We have tested Merging of two stock items with Tally.ERP 9 Release 3.0 only

Step-by-step instructions:-

  1. Change Tally.ERP 9 configuration settings
    a) Select option “Gateway of Tally >> F12 >> General”
    b) Set the option “Overwrite Vouchers during Import” to Yes
  2. Set the period in Tally.ERP 9
    Select option “Gateway of Tally >> Alt+F2” and set the period. Example if you have vouchers for three years, set the period accordingly so that the whole data is accessible.
  3. Export Tally.ERP 9 data in XML
    a) Select option “Gateway of Tally >> Display >> Daybook >> Alt+F2” and set the full-period
    b) Next, export Tally.ERP 9 data using “Alt+E” in XML format.
  4. Make changes in XML data
    a) Open the file “Daybook.xml” in Notepad and find/replace all occurrences of the “Item 2” with “Item 1”.
    Remarks: The file daybook.xml is created in step-3 on exporting data  using Alt+E
    b) Save the Daybook.xml file
  5. Import data in Tally.ERP 9
    a) Select option “Gateway of Tally >> Import of Data >> Vouchers”.
    b) Specify the file-name (ex: daybook.xml) and press enter to import it.
  6. Verify the Vouchers in Tally.ERP 9
    Select option “Gateway of Tally >> Display >> Daybook” and check vouchers to verify the merging-process.