How to Start Tally ERP 9 – Installation, Setup, and Basic Features

Introduction : How to Start Tally ERP 9

Tally ERP 9 is one of the most extensively used accounting software programs designed for corporations to manipulate financial transactions, inventory, payroll, taxation, and extra. Whether you are a small enterprise proprietor, accountant, or scholar getting to know accounting, understanding how to begin Tally ERP nine is essential.

This guide will walk you through the manner of downloading, putting in, and setting up Tally ERP 9, in conjunction with simple operations which include developing a company, entering vouchers, and generating reports.

1. System Requirements for Tally ERP nine

Before gaining knowledge of a way to start Tally ERP nine, you ought to make sure that your gadget meets the required specs.

Minimum System Requirements:

Operating System: Windows 7 or later
Processor: Intel Core i3 or equal
RAM: four GB or greater
Hard Disk Space: 500 MB unfastened area
Internet: Required for activation and updates

Recommended System Requirements:

Operating System: Windows 10 or later
Processor: Intel Core i5 or higher
RAM: eight GB
Hard Disk Space: 1 GB unfastened area

2. How to Download and Install Tally ERP 9

To begin the usage of Tally, comply with those steps to download and set up it in your laptop.

Step 1: Download Tally ERP 9

Visit the legitimate Tally Solutions website (www.Tallysolutions.Com).
Navigate to the Downloads section.
Click on Tally ERP 9 and select the modern model.
Click the Download button and save the report on your computer.

Step 2: Install Tally ERP nine

Open the downloaded setup report.
Click Run to start the set up system.
Accept the License Agreement and click on Next.
Choose the installation listing (default is C:Tally).
Click Install and watch for the method to finish.
Click Finish as soon as the set up is performed.

3. How to Start Tally ERP nine for the First Time

After set up, you need to activate Tally ERP nine to apply its functions. Follow these steps:

Step 1: Open Tally ERP nine

Click at the Tally ERP nine icon on your laptop or look for it inside the Start menu.

Step 2: Activate Tally ERP 9

On the welcome display screen, choose one of the following options:
Activate License (for purchased users)
Use Free Educational Mode (for gaining knowledge of purposes)
If activating a license:

Enter the Serial Number, Activation Key, and Email ID supplied for the duration of purchase.
Click Submit and observe the on-screen commands to finish activation.

4. How to Create a Company in Tally ERP 9

To begin using Tally ERP 9 for accounting, you need to create a employer profile.

Steps to Create a Company:

Open Tally ERP nine and click Create Company.
Enter the subsequent info:

Company Name
Address, Country, and State
Financial Year Beginning Date
Currency Symbol

Enable GST, TDS, or VAT as according to your business necessities.
Set a secure username and password for the company.
Click Save (Ctrl + A) to complete.

5. How to Configure Settings in Tally ERP 9

Once your agency is created, configure the settings to customize Tally ERP 9 as per your wishes.

Important Settings to Configure:

Accounting Features → Enable/disable invoicing, price centers, hobby calculation.
Inventory Features → Manage stock, devices of measure, and batch-sensible info.
Taxation Settings → Activate GST, TDS, and VAT.

Navigate to F11: Features to access those options.

6. How to Enter Transactions in Tally ERP nine

Now that Tally ERP 9 is set up, let’s discover ways to file financial transactions.

Types of Vouchers in Tally ERP nine:

Payment Voucher (F5) → Records bills made.
Receipt Voucher (F6) → Records money received.
Contra Voucher (F4) → Records financial institution-to-cash or cash-to-bank transactions.
Purchase Voucher (F9) → Records purchases.
Sales Voucher (F8) → Records income transactions.

How to Enter a Voucher Entry:

Press Alt + G and choose Create Voucher.
Choose the voucher type.
Enter transaction information like date, amount, and party name.
Click Save (Ctrl + A).

7. How to Generate Reports in Tally ERP 9

Tally ERP nine gives various reviews to investigate business performance.

Key Reports in Tally ERP 9:

Balance Sheet → Shows economic position.
Profit & Loss Statement → Displays profits and costs.
Stock Summary → Tracks inventory information.
GST Reports → Helps in tax filing.

How to View Reports:

Press Alt + G and sort the file call.
Customize filters as wished.
Print or export reviews for reference.

8. How to Backup and Restore Data in Tally ERP nine

It’s essential to lower back up your records regularly to save you loss.

How to Take Backup in Tally ERP nine:

Go to Gateway of Tally → F3: Company Info.
Select Backup.
Choose the destination folder and click Enter.

How to Restore Backup in Tally ERP 9:

Go to Gateway of Tally → F3: Company Info.
Select Restore and skim the backup report.
Click Enter to finish the process.

9. Frequently Asked Questions (FAQs)

1. Can I use Tally ERP nine without cost?

Yes, you may use the Educational Mode for free, but a few functions may be confined.

2. How do I update Tally ERP 9?

Go to Help → Check for Updates and download the brand new model.

3. How do I reset my Tally password?

Navigate to Security Control below Company Features to reset passwords.

Conclusion : How to Start Tally ERP 9

Now which you understand how to begin Tally ERP nine, you could effortlessly deploy, configure, and use it for enterprise accounting. Tally ERP nine simplifies monetary control with its powerful functions, helping corporations preserve correct data and generate insightful reports.

Whether you’re a newbie or a skilled user, getting to know a way to start Tally ERP nine will enhance your accounting skills and enhance commercial enterprise efficiency.

How to Start Tally ERP 9 – Installation, Setup, and Basic Features Explained