TALLY PRIME
1
Configure
2
Template
3
Upload Data
4
Download
⚙️
Step 1 — Configure Settings
Set your ledger names, GST details, and source type
Source of Raw Entries
🏦
Bank Statement
Entries from bank passbook with Deposits & Withdrawals columns
📝
Sales Register
Center-wise sales register with Debit/Credit ledger details
Bank Account

GST Configuration
Sales (Output) GST Ledgers
Purchase (Input) GST Ledgers
Other
📥
Step 2 — Download Template
Fill the template with your raw data, then upload in Step 3

Download the template that matches your source type, fill in your entries, and save it as .xlsx before uploading.
The highlighted template matches your current configuration.

🏦
Bank Statement Template
For transactions from bank passbook — uses Deposits & Withdrawals columns to determine Dr/Cr sides automatically.
Date | Voucher Type | Voucher Number
Narration | Ledger Name
Deposits (₹) | Withdrawals (₹)
Cost Centre [optional]
📝
Sales Register Template
For center-wise sales entries — you specify the Debit and Credit ledger for each transaction explicitly.
Date | Voucher Type | Voucher Number
Narration | Debit Ledger | Credit Ledger
Amount (₹)
Cost Centre [optional]
📌 Voucher Type values accepted: Sales  ·  Receipt  ·  Payment  ·  Contra  ·  Purchase  ·  Journal
Voucher Number: For Sales — kept exactly as typed  |  For all other types — auto-numbered from 1 per type (ignore what you write, it gets overridden)
⬆️
Step 3 — Upload Raw Data
Upload your filled template (.xlsx or .xls)
📂
Click to upload or drag & drop
Supports .xlsx and .xls — first sheet used by default