Tally XML Import Guide and Converter

Learn how to convert invoices and bank statements into reviewed XML voucher data, check ledger mappings, and import the file into TallyPrime or Tally ERP 9.

How Tally XML Automation Works

1

Upload

Upload invoices or bank statement PDFs.

2

Extract

AI extracts accounting fields.

3

Review

Verify vendors, amounts, taxes, and ledgers.

4

Export

Download Tally-ready XML.

5

Import

Import the XML into Tally.

How to Import XML Vouchers into TallyPrime

Menu labels can vary by Tally version. Back up the company and test a small reviewed file before importing a full month of voucher data.

1

Open the correct company

Confirm the company, financial period, base currency, and required ledgers before import.

2

Review the generated XML

Check voucher dates, voucher types, party or bank ledgers, GST values, narrations, and reference numbers.

3

Open the Import Data workflow

In TallyPrime, open the import menu and choose the option for importing transaction or voucher data.

4

Select the XML file

Choose the reviewed XML exported from AccuRaik and start the import.

5

Check the import report

Review created, altered, ignored, or failed records and resolve missing ledger or configuration errors.

Common Tally XML Automation Use Cases

Purchase voucher automation from GST invoices
Payment and receipt entries from bank statements
Journal entry preparation
Ledger mapping and vendor review
Bulk invoice processing for CA firms
Month-end bookkeeping acceleration

Voucher Data to Review Before Import

Purchase vouchers
Receipt vouchers
Payment vouchers
Journal vouchers
Party and bank ledgers
GST tax ledgers
Voucher dates
Narrations and references

Common Tally XML Import Errors

Missing ledger: Create or map the ledger name used by the voucher.

Wrong company or period: Open the intended company and confirm voucher dates.

GST configuration mismatch: Review tax ledgers, registration type, and place-of-supply settings.

Duplicate voucher: Review reference numbers and existing transactions before re-importing.

Tally XML Import FAQs

What is Tally XML import?

Tally XML import is a workflow for importing structured voucher and transaction data into Tally ERP 9 or TallyPrime.

Can invoices be converted to Tally XML?

Yes. AccuRaik extracts invoice data and prepares Tally-ready XML export workflows.

Can bank statement data be imported into Tally?

Yes. Bank statement transactions can be reviewed, mapped, and prepared as receipt and payment voucher data for Tally XML import.

What should I check before importing Tally XML?

Check the company, voucher type, dates, ledger names, GST fields, amounts, narrations, and duplicate references before import.

Why did my Tally XML import fail?

Common causes include missing ledgers, incompatible company settings, invalid voucher dates, GST configuration differences, or duplicate transactions. Review the Tally import report for the rejected record.