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Synchronizing Data Between Multiple Tally Locations in Tally Prime


Tally Prime offers a robust feature for synchronizing data between multiple locations or branches, enabling businesses to maintain consistency and integrity across all their operations. This feature is particularly useful for companies with multiple branches or remote locations, as it allows them to access and share data in real-time. In this article, we will guide you step by step on how to synchronize data between multiple Tally locations in Tally Prime using real-world examples.

Step 1: Opening Tally Prime

Start by opening Tally Prime on your computer. On the main screen, you will be in the Gateway of Tally where you can access all of Tally’s features, including the data synchronization option.

Step 2: Setting Up the Company for Synchronization

Before synchronizing data, make sure that the company data in each location is properly set up in Tally Prime. You need to have a single company created in Tally Prime, which can be used across multiple locations. Here's how to set it up:

  1. On the Gateway of Tally screen, press Alt + F3 to access Company Info.
  2. Select Create Company to create a new company (if not already done).
  3. Ensure that the company details like name, address, financial year, and other settings are correctly configured.
  4. After setting up the company, save the details, and exit the Company Info screen.

Once the company is set up, you can proceed to synchronize it across multiple locations.

Step 3: Enabling Tally Prime Synchronization

To begin synchronizing data between multiple Tally locations, you must enable the Tally Prime synchronization feature. Here's how:

  1. From the Gateway of Tally, press Alt + S to open the Synchronize Data menu.
  2. Select Configure to configure the synchronization settings.
  3. In the configuration menu, enable Synchronization by selecting the option Yes.
  4. You will also be asked to configure the Server Address (if syncing over the network) or Data File Location (if syncing via a local network).
  5. Once the synchronization settings are configured, save the changes and exit the menu.

This will enable data synchronization across the Tally locations.

Step 4: Synchronizing Data Between Locations

Now that synchronization is enabled, let's walk through the process of synchronizing data between multiple Tally locations. For this example, we will synchronize the data from Location 1 to Location 2.

  1. At Location 1 (the source location), go to Gateway of Tally and press Alt + S to open the Synchronize Data menu.
  2. Select Send Data to send the data from Location 1 to Location 2.
  3. You will be prompted to select the destination location. Choose Location 2 from the list of available locations.
  4. Once the destination is selected, Tally Prime will begin sending the data. You will see a progress bar indicating the status of the data transfer.

Once the synchronization is complete, the data from Location 1 will be available at Location 2. You can verify the synchronized data by viewing the reports or ledgers at Location 2.

Step 5: Receiving Data at the Destination Location

At Location 2 (the destination location), you need to receive the data that was sent from Location 1. Here's how:

  1. At Location 2, open Tally Prime and go to Gateway of Tally.
  2. Press Alt + S to access the Synchronize Data menu.
  3. Select Receive Data to receive the synchronized data from Location 1.
  4. Tally Prime will now display the status of the data received, including any errors (if any).

Once the data is received, the latest financial transactions, vouchers, and other updates from Location 1 will be available at Location 2.

Step 6: Verifying Synchronized Data

After synchronizing the data, it is essential to verify that the data is consistent across both locations. Follow these steps to verify the synchronized data:

  1. At Location 2, check the Ledger Report to ensure that all ledgers from Location 1 are available and updated.
  2. Verify that the transactions and vouchers from Location 1 have been successfully transferred by checking the Daybook or Voucher Register at Location 2.
  3. If you synchronized inventory data, go to the Stock Summary or Inventory Books to ensure the stock data is updated correctly.
  4. Generate a Profit & Loss Account or Balance Sheet to ensure that the financial reports reflect the synchronized data.

If the data is consistent across both locations, then the synchronization process was successful. If you encounter any discrepancies, you can re-sync the data or troubleshoot the configuration settings.

Step 7: Synchronizing Data Using Tally.Net (Optional)

If your locations are spread across different regions or countries and are connected to the internet, you can use Tally.Net for real-time synchronization. Here’s how to set up Tally.Net synchronization:

  1. Sign up for Tally.Net if you haven't already. You can do this by visiting the Tally website and registering for an account.
  2. At each location, open Tally Prime and press Alt + S to open the Synchronize Data menu.
  3. Select Synchronize Using Tally.Net and enter your Tally.Net credentials.
  4. Choose the option to Send Data from the source location and Receive Data at the destination location using Tally.Net.

Once connected via Tally.Net, data synchronization will happen automatically whenever changes are made at any location, providing real-time updates.

Step 8: Troubleshooting Synchronization Issues

If you face any issues during the data synchronization process, here are some steps to resolve them:

Conclusion

Synchronizing data between multiple Tally locations in Tally Prime ensures that all locations are updated with the latest financial and transactional data. By following the steps outlined in this article, businesses with multiple locations can streamline their operations and maintain accurate and consistent records across all branches. Whether using network synchronization or Tally.Net, this feature provides an efficient solution for managing multi-location businesses.



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