How to transfer Masters from a Company to another one in Tally ERP 9
When business people start accounting in a new Company in Tally ERP 9, they can import the Masters like Ledgers, Stock Items etc if they have already done last year accounting in Tally Accounting Software, instead of creating all the Masters from the scratch.
It can be done with the help of Export and Import of Data features available in the Tally software.
How to export Masters (Accounting, and Inventory) in Tally ERP 9
Before we import the Masters into the new Company we must extract the Masters from the old Company using the Export option. In Gateway of Tally screen
- Choose Display option.
- List of Accounts
- Press Alt + E Keys or click on E : Export button laid in the Horizontal Button Bar.
- In the Export Report screen press Backspace Key.
- As Tally ERP 9 supports XML file format for data interchange, choose XML (Data Interchange) from the list of formats in Format field to export the masters.
- Specify the Disk Drive Path where the xml file to be created in the Export Location field.
- Choose All Masters in Type of Masters field.
- Set Yes for Export Closing Balances as Opening field.
- And enter the date upto what date the closing balances to be take for the Masters in To Date field e.g. Financial Year end date 31-3-14.
Accept the screen to create the xml file which is known as the exported file.
How to Import Masters in new Company in Tally ERP 9
After exporting process is completed come back to the Tally ERP 9 and switch to the new Company in which company you want to import the Masters. In Gateway of Tally
- Select Import of Data.
- And go with Masters.
- You will see a screen where you need to provide the file name of your exported XML file name in Import File Name (XML) field. e.g. filename.xml.
- And select the option as per your requirement for the Treatment of entries already existing.
- Choose any one of the following Behaviour options for Treatment of entries already existing.
- Combine Opening Balance option will enable to import data of different branches and consolidate the opening balances. You can also select this option when the opening balances of existing masters are Zero and need to be overwritten by the balances in the data being imported.
- Ignore Duplicates option imports all the Masters without considering the duplicates Masters are available in the importing company.
- Modify with New Data option is to replace the existing balances with those existing in the data imported and also overrides the other options available in Behaviour list.
So, as the final output you can see the number of all the Ledgers in your new company without creating them from scratch and using Transfer method by XML Export and Import options available in Tally ERP 9 form one company to another company.
April 17, 2012 @ 2:46 PM
Dear Visitor, Happy to answer your query please login before commenting. And You need to check your Tally Release. In old releases you can't get such option. So, Update your Tally Software with new one.
April 17, 2012 @ 1:04 PM
sir, i am not able to carry my closing balances to the new company as i am not getting the option of carrying forward the balances. pls help
August 22, 2013 @ 12:54 PM
Dear Sir,
I exported & imported all masters such as groups, ledgers, stock items, stock groups, cost centres & cost categories etc from old Company to New Company.
I succeed to import all the above masters excecpt Ledgers, only some ledgers are imported. What is the problem. Would you like to suggest and help me?
Thanks & Regards
May 1, 2014 @ 9:40 AM
If you are created Custom Group in your New Company, which you have created in the Old Company then you can't import that particular ledger/s in your new company.
June 18, 2014 @ 12:10 PM
i wntd to import the entries made in one ledger of the co to new co?
i m nt able to do so? y ?
June 19, 2014 @ 5:46 AM
I have solved my query on my own… and hav understood the difference between importing the master and a voucher.. thanks newys
June 19, 2014 @ 5:48 AM
Really that is great!
August 9, 2014 @ 10:42 AM
Dear sir,
i want to transfer only the stock items from one company to another using above method, which i am unable to do. What can be the reason ?
August 9, 2014 @ 11:01 AM
Dear Sugandha Kapila,
Choose List of Accounts from Display Menu. Try to export and choose "Stock Items" for Type of Masters field.
August 11, 2014 @ 6:09 AM
Dear Sir,
How to transfer a particular month of sales / purchase from one company to another company pls help
August 11, 2014 @ 6:14 AM
Dear Ravinkumar R,
First load the 2 companies.
Open the already created Voucher entry in Alteration mode.
Press F3 function key and chose another Company.
And Save the Voucher Entry.
Do this process for every Voucher Entry for the particular month.
November 24, 2014 @ 6:18 AM
I want to export specific ledger from old company and then import that specific ledger in new company, is it possible…??
November 24, 2014 @ 10:10 AM
Tally.ERP 9 does not support to Export specific ledgers. Therefore you can not export and import even a single Masters like Ledger or Group.
April 3, 2015 @ 12:18 PM
Dear Sir,
I want to export all data, "EXCEPT STOCK ITEMS" what to do??
April 5, 2015 @ 7:03 AM
While Exporting the Masters just select the "All Accounting Masters" instead of "All Masters".
May 26, 2015 @ 5:35 PM
Hi,
I want to import stock item of particular group only. Can I Do that
May 26, 2015 @ 5:37 PM
Using the Filter option in Tally you can do that.
July 16, 2015 @ 5:52 PM
kindly help us in transferring bank account from main company to branch company
August 1, 2015 @ 3:08 AM
Kindly go though the Article and Youtube Video guide and implement the same thing. If still facing any problem revert back to me.
September 16, 2015 @ 8:54 AM
Mr. Kusum,
We do the merging services in Tally.ERP 9 you can contact us in this regard.
September 16, 2015 @ 8:52 AM
I have field sales October in another computer. And my Bro november sales in another computer can I merge that both entry in one company
October 28, 2015 @ 10:57 AM
I am New to The Tally But i Know Somewhat and My Questions is How the Company Accounts to be Closed……..
October 28, 2015 @ 11:41 AM
In Tally.ERP 9 we can Open a Company but we do not have the option to close the Company but we can Split the Company when a Financial Accounts are closed.
November 11, 2015 @ 5:37 AM
I am using ERP9 Release 1.1. While reaching import the process not working. is this not working on release 1.1?
November 11, 2015 @ 6:03 AM
Import features is available in Tally.ERP 9 Release 1.1.
February 5, 2016 @ 8:40 AM
Dear sir,how I can carry my previous closing to my running year where I have almost entry up to jan 16.(I not splited or entry opening balances.
February 5, 2016 @ 8:45 AM
While Importing Ledgers to a Company set yes for Set Closing Balances as Opening Balance.
April 8, 2016 @ 1:13 PM
Sir I'm export all master but import new company short data not import all ledger pls. Help
April 8, 2016 @ 1:14 PM
It would be reason that there are some technical mismatches between the two companies. Both companies must have same settings for the Ledgers and their Groups.
May 20, 2016 @ 11:20 AM
This is data specific problem. Send your Source and Destination Company data backup files with your requirement @ kshyam24@gmail.com we will check it.
May 20, 2016 @ 11:11 AM
Dear Sir,
When we import masters from other company all attempts are failed with reason:
1. Line 29, currency symbol already exists!
2. Can't import! check Tally.imp for details.
Please suggest how to import files from one to another company, further we would like to download version 5.3 for itemwise entries under DVAT.
Regards
Rohit
June 8, 2016 @ 4:46 AM
How to copy ledger with closing balance from one company to another company.
June 8, 2016 @ 4:48 AM
Just Select both the Companies Open the Ledger in Alteration mode change the Company Name and save the Ledger.
July 26, 2016 @ 5:28 AM
sir iam export all master my old compny but new compny import haf data not import all ledgers pls. help
July 26, 2016 @ 5:30 AM
Sorry for the delay, there is reason for that you must have created few or most of the Ledgers under Customized Groups which would not be available in the new company.
May 22, 2017 @ 2:20 PM
Sir,
i have exported full list of accounts, but unfortunately i cant import the same in other company, and at the time of importing tally dont show any error…
what should i do
May 22, 2017 @ 2:25 PM
Mr. Shubham Jian,
You need to contact the Tally Admin or revert back to us your Old Company Data file to advice@accountsguy.net