Tally with Excel

  1. Understanding Tally Fundamentals: Participants will gain a solid understanding of Tally’s interface, features, and functionalities. The course starts with the basics, covering company creation, ledger management, and transaction entries.

  2. Advanced Tally Operations: Move beyond the basics and delve into advanced operations within Tally. Topics include inventory management, payroll processing, GST compliance, and generating various financial reports.

  3. Excel Basics for Tally Users: This module introduces participants to Excel fundamentals, ensuring they have a foundational understanding of spreadsheet functions, formulas, and data manipulation.

  4. Tally-Excel Data Integration: Learn how to import and export data seamlessly between Tally and Excel. Understand the importance of data accuracy and integrity while transferring information for analysis and reporting.

  5. Advanced Excel Techniques for Tally Reports: Enhance reporting skills by incorporating advanced Excel features. Participants will discover how to create dynamic charts, pivot tables, and use advanced formulas to analyze Tally data effectively.

  6. Real-world Applications: The course includes practical scenarios and case studies where participants will apply their knowledge to solve accounting and reporting challenges commonly faced in professional environments.

  7. Troubleshooting and Error Handling: Understand common integration issues and how to troubleshoot them. Learn best practices for error handling to maintain data accuracy and consistency.

Who Should Enroll:

  1. Accounting professionals

  2. Finance managers

  3. Business owners

  4. Students pursuing commerce or accounting courses

  5. Anyone looking to enhance their skills in Tally and Excel integration

By the end of this course, participants will be well-versed in leveraging Tally and Excel together, enabling them to streamline accounting processes, analyze financial data efficiently, and produce insightful reports for informed decision-making.

How to Install Tally Prime

Voucher

Inventory

Bank Reconciliation in Tally Prime

GST in Tally

Bill of Materials (BOM)

Tax Deducted at Source (TDS)

Tax Collected at Source (TCS)

Point of Sale (POS)

Cost Centre and Cost Category in Tally Prime

Budget in Tally Prime

Payroll in TallyPrime (Managing Attendance, Pay-heads, Overtime, Pay slip etc. )

Understanding of Excel at MIS level

Expertise in Text Function, Logical Function

Lookup and Reference Functions

Mastery in Pivot Table and Chart Preparation

View function

Data Validation, Filter, Sorting and Conditional Formatting

Mastery in Data organizing Tools in Excel

Tally is an accounting software that specializes in financial management, while Excel is a spreadsheet tool. Tally is designed for accounting tasks like bookkeeping and inventory management, whereas Excel is a more versatile tool used for data analysis, calculations, and various other purposes.
You can export data from Tally to Excel by generating reports in Tally and then importing them into Excel. Similarly, you can import data to Tally by preparing it in Excel and using Tally's import functionality.
Tally is primarily an accounting software, so while it handles basic calculations, complex mathematical functions are better suited for Excel. You can use both tools together to combine the strengths of each for comprehensive financial analysis.
Tally offers features like ledger management, GST compliance, inventory tracking, and financial statement generation. It helps businesses streamline their accounting processes and maintain accurate financial records.
Tally provides a variety of predefined reports. You can customize them by using the report configuration options. Additionally, Tally supports the creation of user-defined reports to meet specific business requirements.
Yes, both Tally and Excel have keyboard shortcuts that can significantly speed up data entry. Learning these shortcuts can enhance your efficiency. Also, understanding the use of templates in Excel can expedite repetitive tasks.
While they are separate tools, you can integrate Tally and Excel by exporting/importing data. You can use Excel for in-depth analysis and reporting while relying on Tally for accurate accounting.
It's crucial to reconcile data regularly between Tally and Excel to maintain accuracy. Double-check formulas in Excel and cross-verify figures in Tally to ensure consistency and integrity in financial records.
Practice is key. Regularly use both tools in real-life scenarios, explore advanced features, and consider taking additional courses or certifications to showcase your expertise to potential employers.
Enrolled: 41 students
Level: Intermediate
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Working hours

Monday 9:30 am - 7.30 pm
Tuesday 9:30 am - 7.30 pm
Wednesday 9:30 am - 7.30 pm
Thursday 9:30 am - 7.30 pm
Friday 9:30 am - 7.30 pm
Saturday 10:00 am - 7.00 pm
Sunday 10:00 am - 7.00 pm