Tally is an ERP accounting software, with the most current version Tally ERP 9. This software combines the capabilities of a financial accounting system and an inventory management system. Tally ERP 9 online is a popular accounting software that helps businesses manage their day-to-day transactions, sales, debts, and so on while eliminating the risk of manual errors. The best part is that it can be integrated with a variety of other business applications, including payroll, sales and finance, inventory, purchasing, and so on.


Let's get started on learning how to use Tally ERP 9 online!

How Does Tally ERP 9 Online Work?

To get started with Tally, simply download, install, activate, and begin transacting - it's that simple. You will need the assistance of an experienced Tally ERP 9 service provider if you want to customise the Tally software or integrate it with other existing business applications.

Here is a step-by-step guide to working with Tally ERP 9 online.

Step 1

Get the Tally ERP 9 software from the Tally website. Before purchasing a premium package, you can opt for a 30-day trial version to better understand how the Tally software works. Another option for using Tally is to use it in the Educational mode. This, however, has limited features.

Step 2 

After installing it, you will face various navigation tools that will allow you to access various functionalities. It is important to note that everything in Tally has a keyboard shortcut. The key is usually displayed next to the option, and knowing these shortcuts will help you increase your efficiency and productivity.

Step 3

To use Tally,  whether it is a trial version or a paid version with a licence, you must first 'create a company.' Select 'Create a company' from the menu section. This will take you to a screen where you can enter information about your company.

Enter the company name as it appears in the banking records. Include the company's address, phone number, and statutory compliance information.

  • If you only use Tally to manage your accounts, select 'Accounts info'.
  • If you also use Tally for inventory management, select 'Accounts with inventory' from the menu.
  • Select the currency of your choice.
  • Enter the start of your financial year as well as the bookkeeping start date.
  • Don't forget to turn on the 'Auto backup.' This makes sure you have a copy of the information for future reference.

Using Tally to Create Ledgers and Vouchers


A ledger is used to record all transactions for various accounts. You can keep a separate ledger for each account with which you do business. This will provide greater clarity if you need information on a specific account's transactions in the future. There are two types of ledgers in this system: 'Cash' and 'Profit & Loss Account'.

Here are the steps to start a new ledger:

  • Go to the Gateway menu and select 'Accounts info.'
  • Then, select 'Ledgers' and 'Create' after that. You can create a single ledger or multiple ledgers based on your requirements.
  • After creating a ledger, you must select which group the ledger will be assigned to. You can choose a group from the 'List of Groups.'
  •  Also, for easy identification, give your ledger a name so you know what it contains.
  • Finally, enter the starting balance. The opening balance in the ledger for a bank account is the current amount in your account. The starting amount for an amount owed to you by a client or a contractor would be what they owe you.


Here are the steps to create vouchers:

  • Go to the Gateway menu and select "Accounting Vouchers."
  • Then, from the right-hand menu, choose a voucher option from the list.
  • Contra Voucher (F4): It is used when money is deposited or just withdrawn from a bank or when the money is transferred between two accounts in the same company.
  • Payment Voucher (F5): This is used for company payments.
  • Receipt Voucher (F6): This is used for any income generated by the business, such as interest, sales, and so on.
  • Finally, fill in the necessary details based on the type of voucher you created. You must also specify which ledger the voucher will be attached to. In addition, enter the names and dates of the parties involved.

This is a brief description of how to use the Tally software and was a quick Tally ERP 9 online overview for beginners that showed its most important features.

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