WhatsApp to Tally is live today, not a waitlist. Free for 14 days.

How to Export Invoice Data to Tally Prime Automatically

Step-by-step guide to automatically export extracted invoice data to Tally Prime using TaskAutomate. Save hours of manual Tally data entry.

By the TaskAutomate team. Published , 6 min read.

Why Automate Tally Data Entry?

Tally Prime is the most popular accounting software in India, used by over 7 million businesses. Yet most companies still manually enter invoice data into Tally — a slow, error-prone process.

Manually entering 100 invoices into Tally can take an entire workday. With TaskAutomate, the same task takes minutes.

The Manual Tally Data Entry Problem

Every invoice requires entering:

  • Voucher type and date
  • Party name and GSTIN
  • Individual line items with quantities and rates
  • Tax calculations (CGST, SGST, IGST)
  • Ledger mapping
A single typo can cause GST reconciliation failures, TDS mismatches, or incorrect financial statements.

Automated Invoice to Tally Export

TaskAutomate's Tally export feature creates Tally-compatible XML files that can be directly imported into Tally Prime. Here's how:

Step 1: Extract Invoice Data

Upload your invoices to TaskAutomate. The AI extracts the party name, GSTIN, line items and tax breakdown.

Step 2: Map to Tally Ledgers

Configure mapping rules once — TaskAutomate remembers your ledger names, voucher types, and tax categories. New vendors are automatically mapped based on your rules.

Step 3: Export to Tally Format

Click "Export to Tally" and download the XML file. TaskAutomate generates Tally-compatible vouchers with all required fields.

Step 4: Import into Tally Prime

Open Tally Prime → Gateway → Import Data → Select the XML file. All vouchers are imported instantly with correct ledger mappings.

Supported Tally Features

  • Purchase vouchers with line items
  • Sales vouchers with multiple items
  • GST tax entries (CGST, SGST, IGST)
  • TDS entries with automatic calculation
  • Multi-currency transactions
  • Cost center allocation
  • Batch and godown management

Beyond Tally — Multi-Format Export

TaskAutomate also exports to:

  • Busy Accounting
  • QuickBooks
  • Zoho Books
  • Microsoft Excel
  • CSV format
  • JSON for custom integrations

Start Exporting to Tally Today

Sign up for TaskAutomate's free trial and export your first batch of invoices to Tally in under 10 minutes.