How to Import Purchase Bills from Excel to Tally Prime
How to Import Purchase Bills from Excel to Tally Prime
Uploading supplier invoices in bulk is critical to reconcile GSTR-2B Input Tax Credit. Learn the Excel columns, tax splits, and how to automate the import.
Who is this for: Tally Setup Docs
In corporate bookkeeping, recording purchase bills is necessary to manage accounts payable, track inventory costs, and claim Input Tax Credit (ITC) under GST laws. Manually recording each itemized invoice from different suppliers is time-consuming. Bulk importing them from an Excel register speeds up this process.
Required Excel Columns for Purchase Invoices
To ensure Tally allocates purchase ledgers and tracks tax values accurately, organize your purchase register spreadsheet into these columns:
| Column Header | Required? | Description | Example Value |
|---|---|---|---|
| Supplier Invoice No | Yes | Supplier's invoice number | SUP/2026/982 |
| Invoice Date | Yes | Date the invoice was issued | 05-04-2026 |
| Supplier Name | Yes | Supplier's ledger name in Tally | Rohan Distributors |
| Supplier GSTIN | Optional | 15-digit GSTIN of the supplier | 27AAAAA0000A1Z5 |
| Item Name | Optional | Product name (for inventory voucher) | Steel Rods 10mm |
| Taxable Value | Yes | Total amount before GST | 25000.00 |
| CGST / SGST / IGST | Yes | Statutory GST splits | CGST: 2250.00, SGST: 2250.00 |
Handling Reverse Charge (RCM) & Round-offs
- Reverse Charge (RCM): If purchasing services subject to RCM (e.g. GTA services, legal fees), your Excel sheet must flag RCM as "Yes". Tally will calculate the tax liability under RCM but will not credit the input GST directly to the supplier ledger.
- Round-off ledger: Purchase bills from suppliers often contain small fraction round-offs. Your Excel import must map the round-off difference to a dedicated "Round Off" ledger in Tally (allocated under Indirect Expenses) to prevent voucher balance mismatches.
Reconciling Purchases with GSTR-2B
Before claiming ITC on imported purchase bills, you must reconcile them with your GSTR-2B statement to confirm your supplier has uploaded the invoice.
For details on comparing static monthly statements with your books, read our GSTR-2A vs 2B Comparison Guide.
TrulyInvoice: Zero-Mapping Purchase Automation
Instead of manually preparing Excel purchase sheets, TrulyInvoice provides direct invoice parsing:
- Direct PDF OCR: Upload supplier invoice PDFs directly. The engine extracts the line items, HSN codes, rates, and tax allocations.
- Supplier Match by GSTIN: TrulyInvoice reads the supplier's GSTIN from the bill, cross-checks it against Tally, and auto-selects or prompts you to create the vendor ledger.
- Pushes vouchers directly over localhost port 9000 at a flat rate of **plans starting at ₹399/month**, bypassing transaction limits.
Frequently Asked Questions
Q: Can I import purchase vouchers without inventory details?
A: Yes. If you are recording services or expense assets, you can import them in Accounting Invoice mode, mapping the purchase expense ledger directly without item quantities.
Q: How does TrulyInvoice handle supplier invoice discount columns?
A: TrulyInvoice automatically distributes invoice-level discounts proportionally to individual line items, recalculating taxable values and GST splits before pushing them to Tally.
Q: What is TrulyInvoice's flat pricing?
A: TrulyInvoice charges a flat rate of plans starting at ₹399/month for unlimited statement and invoice synchronization, enabling automated data entry directly to Tally Prime.
Sync Invoices and Statements Directly to Tally Prime
Stop spending hours on manual data entry. Simply upload purchase/sales invoices and bank statements, review mapped items, and sync transaction entries directly to Tally Prime. Get started at just plans starting at ₹399/month for unlimited sync.
Start Free TrialFounder & Chief Architect of TrulyInvoice