TrulyInvoice Help Center

Documentation & Support Guides

Step-by-step guides to help you configure Tally Prime, resolve connection conflicts, and automate your accounting workflows.

Voucher Setup · 8 min read

Import Excel Journal Vouchers to Tally

Detailed guide and XML sample to import multi-leg journal entries from Excel into Tally Prime.

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Inventory Import · 7 min read

Import Excel Stock Items to Tally

Learn how to bulk import stock items, units of measure, and UQCs from spreadsheet to Tally.

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Voucher Import · 6 min read

Import Credit Note Excel to Tally

Link sales returns to original invoices for automated credit note voucher posting.

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Voucher Import · 6 min read

Import Debit Note Excel to Tally

Import purchase return vouchers and match supplier debit details for correct GST input adjustments.

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Bank Sync · 7 min read

How to Import Bank Statement in Tally Prime

Configure statement imports and auto-match ledger names in Tally Prime.

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Data Sync · 6 min read

Upload Transactions in Excel Mode to Tally

Map and validate high-volume transactions in spreadsheet formats without manual mapping setup.

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Voucher Import · 8 min read

Import Sales Invoice Excel to Tally Prime

Import sales vouchers with multiple GST tax rate slabs, roundoff ledgers, and cash splits.

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Voucher Import · 7 min read

Import Purchase Bill Excel to Tally

Auto-reconcile purchase bills and map supplier GSTIN details cleanly into Tally ledger entries.

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Developer Tools · 10 min read

Tally XML Import Format Rules

Technical schema requirements, XML envelopes, and troubleshooting for developer sync bridges.

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Voucher Import · 6 min read

Receipt Voucher Excel to Tally Import

Allocate receipt entries against reference bills and manage outstanding customer invoices.

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Company Management · 5 min read

How to Delete Company in Tally Prime

Remove company directories, alter parameters, and back up data folders correctly.

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Ledger Setup · 6 min read

How to Create Ledger in Tally Prime

Set up client customer and vendor ledgers and assign them to correct account groups.

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Inventory Setup · 7 min read

How to Create Stock Item in Tally Prime

Configure inventory stock masters, categories, HSN/SAC descriptions, and tax rates.

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Compliance · 8 min read

How to Generate E-Invoice in Tally

Enable e-invoicing portals, configure API credentials, and sync IRNs straight to vouchers.

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Inventory Setup · 6 min read

How to Use Godown Feature in Tally

Enable multiple storage godowns, track stock levels, and post stock transfer journals.

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Inventory Setup · 7 min read

Alternate Units of Measure in Tally

Calculate alternate stock units and conversion ratios for billing entries.

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Voucher Entry · 5 min read

Petty Cash Entry in Tally Guide

Post petty cash expenditures and maintain clean cash ledger records.

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Compliance · 8 min read

Tally Prime Edit Log Compliance Setup

Activate edit log parameters to meet corporate audit trail compliance guidelines.

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Tally Setup · 7 min read

Tally Prime Remote Access Setup Guide

Connect branch files to local server directories using remote net IDs.

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Troubleshooting · 9 min read

Tally Prime ODBC Connection Server Error Fix

Fix local Port 9000 server errors, override configurations, and open firewall access.

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Company Management · 6 min read

How to Backup Data in Tally Prime

Set default folder paths, compress companies, and secure historical bookkeeping records.

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Company Management · 6 min read

How to Restore Data in Tally Prime

Decompress .001 backup files and restore company databases safely in Tally Prime.

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Voucher Entry · 8 min read

Tally Prime Multi-Currency Setup Guide

Set up multi-currency entries, foreign exchange symbols, and adjust exchange rate gains/losses.

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Voucher Setup · 8 min read

Voucher Class in Tally Prime Configuration

Configure automatic tax postings and rounding calculations inside custom voucher classes.

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Ledger Setup · 7 min read

Cost Center in Tally Prime Ledger Setup

Track cost centers, departments, and project expenses directly inside ledger records.

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Tally Setup · 5 min read

How to Change Tally Port Configuration (ODBC Settings)

Resolve port conflicts, enable ODBC server connection, and configure custom port paths in Tally Prime.

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Bank Sync · 4 min read

Unable to See Bank Name or Ledger Name When Importing Statement

Troubleshoot bank grouping, aliases, and ledger mapping conflicts in Tally Prime during PDF imports.

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Voucher Entry · 6 min read

How to Split a Single Transaction into Multiple Ledgers in Tally

Step-by-step instructions on routing voucher line entries across multiple tax or expense heads.

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