Tally Export

Switch on the Tally export add-on, name your ledgers, generate sales, payment and stock files for Tally, download them and record what Tally reported.

Tally export is a separate add-on that turns the sales your store recorded (counter, online store and appointments) into files you import into Tally yourself. It does not post anything to Tally for you. Only the store owner or a store admin can open these pages.

Where to find it

As the store owner, go to Counter devices (/counter/devices), choose Settings, then use Accounting and Tally in the Add-ons row of Counter settings (it shows On or Not on). You can also open /settings/pos/accounting directly. The page title is Accounting exports. Other roles see an access-denied screen.

Turn the add-on on

Go to Settings → Billing & Plan → Add-ons (classic sidebar) or Billing & plan → Add-ons (new sidebar), or open /settings/billing?tab=addons. Tally export is a separate add-on at Rs 299 a month; confirm the price on the billing screen before you activate it, then reload.

While the add-on is off, /settings/pos/accounting is titled Tally export · ₹299/month. and shows two buttons:

See add-on details opens the Add-ons tab.
View history loads past exports read-only with a notice that the add-on is off. You can open a past pack and download its files, but you cannot start a new export, edit ledger names or record a result.

Read the export history

The history page lists each export with its period, channels, status and net amount. Use Show exports for to filter by All sales, Counter, Appointments or Online store.

Status	Meaning
Building files	The pack is still being made.
Could not build	The build failed; start a new export.
Files ready	You can download the files.
Imported into Tally / Partly imported / Not imported	The result you recorded after importing.

With the add-on on you also see Ledger names, New export and Open latest pack (the newest row). Older exports exist. Narrow the channel to find them. means there is no pager yet; filter by channel instead.

Name your ledgers

Open Ledger names (/settings/pos/accounting/ledgers). Exports cannot be generated until every ledger they need has a name.

Create the Tally profile (first time only)

Enter Tally company name, Legal entity (GSTIN) and Tally release, then press Create profile.

Type each ledger name

Each ledger shows its group and an input. Type the name exactly as it appears in your Tally company. A ledger with no name shows Not named yet.

Optionally read names from Tally

Under Read names from Tally, choose a Tally masters file (XML). The page lists the names it found and saves nothing. Tick the ones you want and press Use selected names to fill the matching ledgers.

Review and save

Review N changes stays disabled until something changed. Check the old and new names, answer Why are you changing these? (required) and press Save ledger names. This creates a new version; earlier exports keep the names they were built with.

After saving, the page tells you how many ledgers still have no name; exports that need them stop for review. Retrying the same save after a network failure is safe.

Create an export

Open New export (/settings/pos/accounting/new). If no ledger names are saved yet, the page asks you to Open ledger names first.

Choose the period

Set From and To. From must not be after To.

Choose what to include

Under Which sales tick Counter, Online store and Appointments (all are on by default). Under Which files choose Sales and tax (on by default), Payments and Stock. Under How much detail choose One entry per day for each GST head (default) or Every bill separately.

Review

Press Review. The review lists anything blocking the export in plain words: A ledger has no name., A record is missing details Tally needs., An entry does not balance. or Some records could not be read. It also shows unnamed ledgers with Name these ledgers, and totals for sales, returns, net sales, taxable value, central, state and integrated GST, cess and round off. If totals do not add up, generating is blocked.

Generate

Generate files is disabled while anything blocks, any ledger is unnamed or the review has expired (This review is out of date. Review again.). If figures changed while you were reviewing you see The figures changed while you were reviewing. Preview again before generating. and the button becomes Review again. Generating opens the pack page.

Download the pack and record the import

The pack page (Your Tally files., /settings/pos/accounting/exports/ plus the export id) re-checks every few seconds while files build. When ready, the Files list has a Download button for each file. Downloads go through your signed-in session, so a copied link will not work for someone else.

Import in Tally

Import the downloaded files in Tally yourself.

Record the result

Under Record import result choose Everything imported, Some entries failed or Not imported, enter Entries accepted and Entries failed as whole numbers, and a Note for your accountant, then Save result. Everything imported needs 0 failed. Not imported needs both at 0. Some entries failed needs at least 1 failed and a note. This is your own record, not a check we run.

The result form is only offered until a result is recorded. To fix a wrong pack, open Check a correction, tick the entries, describe What needs correcting and press See what would change. It tells you whether the fix adds a separate addendum (the original pack stays as it is) or reverses and replaces the entries. This is a preview only; it does not change the pack.

Stock receipt details

/settings/pos/accounting/stock-receipts (Stock receipt details.) lets you add costs for stock you received, so the Stock file has them. Pick From and To and press Show receipts; each row shows its quantity and whether details are added (Details not added). Use Add details or Edit to enter Supplier, Supplier bill number (optional), Item name in Tally, Unit in Tally, Godown in Tally and Cost, in rupees (like 1250 or 1250.50). For a quantity list without cost, tick Quantity list only (no cost) and answer Why is there no cost?. The page states these details are your entries and are not checked against a supplier bill.

Troubleshooting

What you see	What to do
The Tally export add-on is not active on this store.	Activate it under Add-ons, then reload. Past exports stay readable.
Only the store owner can do this.	Sign in as the owner or a store admin.
Generate files is disabled	Read the blockers in the review. Name any unnamed ledger, or fix the record that is missing details, then review again.
Export shows Could not build	Start a new export; if it repeats, narrow the dates or channels.
This was already done. Reload to see the latest.	Someone else saved first. Reload and check before repeating.
Files will not download from a shared link	Downloads need your signed-in session; sign in and use Download on the pack page.
Labels show in English	Accounting pages are English only for now.

Back to the Point of Sale overview or read Reports & Day Close for counter reports.