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How do I export to Tally?

Open Tally export, choose the client, set a date range if you want one, check the Preview and choose Download XML.

Updated 29 Sept 2026

Steps

  1. Step 1: Open Tally export from the sidebar.
  2. Step 2: Pick the Client.
  3. Step 3: Set a date range to export only vouchers dated in it, or leave the dates blank to export every approved voucher.
  4. Step 4: Choose Preview to see how many vouchers and ledgers go into the file.
  5. Step 5: Choose Download XML.
The Tally export form with four numbered marks: 1 the Client selector, 2 the From date, 3 Preview and 4 Download XML.
Pick a client and dates, preview, then download.

Anything under Left out of the file is listed with the reason, so you can fix it and export again.

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