BASIC OF TALLY by podmeswar

 

BASIC OF TALLY:

 

Step-1: Create a company

 

a) Click ‘Alt+F3’

 

b) Click ‘Create Company

 

c) Fill up the all columns and then ‘enter’…. & final

 


Step-2: Account Making: Purchase, Sales & Sundry Debtor (Customer) and Sundry Creditor (Company)

 

a) Go to ‘Account Info’

 

b) Click ‘Ledger’ option

 

c) Click ‘Create’

 

d) Write ‘Purchase’ and under – Purchase Account then ‘enter’…. & final

 

e) Write ‘Sales’ and under – Sales Account then ‘enter’…. & final

 

f) Write ‘Company Name or Supplier Name’ and under – ‘Sundry Creditor’ then ‘enter’…. & final

 

g) Write ‘Customer or Customer Name’ and under – ‘Sundry Debtor’ then ‘enter’…. & final

 

 

Step-3: Make ‘Groups’, Unit of measure’ and ‘Stock Items’.

 

a) Click ‘Inventory Info’ from the ‘Gate way of the tally’ or front page/main page

 

b) Click ‘Groups’ and make ‘Group name’ under ‘Primary’, Example- ‘Computer Items’, ‘Clothes’, ‘Cosmetics’ etc

 

c) Click ‘esc’ and click ‘Unit of measure’ and then make ‘pic.’ (Formal name-piece), kg, litre, etc

 

d) After then escape and click ‘Stock Items’ and name the stock items and under the groups, Ex- ‘Chirt’ under ‘Clothes Group’ & under ‘pic’ unit of measure, ‘Mouse’ under group ‘Computer Items’ & ‘pic’ unit of measure 

 


Step-4: Purchase, Sales, Receipt and Payment VOUCHER CREATION

 

a) Click ‘Accounting Vouchers’ and then click ‘f9’ or purchase

 

b) Click reference number and then ‘enter’ and enter’ after that ‘click space’ and select the items and write ‘quantity’ and rate after that ok

 

c) Click f8 or sales and do as same as purchase but give sales rate

 

d) Click f6 for receipt and click space and select the account after that receipt from ‘customer or customer name’

 

e)  Click f5 for payment and payment to ‘company’ or ‘Suppliers’ then ok

 


Step-5: Display

 

a) Click ‘Display’ and check in the ‘day book’

 

b) Also ‘profit and loss’ from the main page