Importing Tally transactions into RealBooks

Exporting Masters from Tally and importing in RealBooks

  • Step 1: Navigate to Gateway of Tally > Display > List Of Accounts
  • Step 2Click on Export (Alt+E). Please choose XML formatBelow screen will appear

 

  • Step 3: Navigate to Transactions > Import-Export > Import 

 

  • Step 4: Browse your exported xml master data from tally and upload the same

 

  • Step 5: You will be redirected automatically after upload where you can check the upload status.

 

  • Step 6: You can also check the imports from going to the Listing of relevant Master on the Edit Page.

 

Exporting Transactions from Tally and importing in RealBooks

Exporting Transactions from Tally in XML Format

  • Step 1: Tally data must be exported first in XML format. Go to Day Book in tally.
  • Step 2: Click on export on the top menu
  • Step 3: Export pop will open – choose xml format.

Importing Tally Transactions into RealBooks

  • Step 4: Navigate to Transactions > Import-Export > Import 
  • Step 5: Browse your exported xml transaction data from tally and upload the same.
  • Step 6: You will be redirected automatically after upload where you can check the upload status.
  • Step 7: You can also check the imports from going to the Day Book using Create Date Option and selecting the upload date and checking the transactions imported.

Note: Tally back up file is not used for importing transactions from Tally into RealBooks.

54 thoughts on “Importing Tally transactions into RealBooks

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