Moving your books to SnapLedger · Lesson 1 of 4

TallyPrime, part 1 — getting Tally ready

1:31 · Captions: English, Arabic, French and Chinese.

Tally lives on one office computer, and it doesn't talk to the cloud.

What you'll learn

  • Switch on TallyPrime's connection, once
  • Run the step 1 script on the Tally computer
  • Find your company in SnapLedger

Step by step

  1. Why a script — TallyPrime only answers programs on its own computer. So SnapLedger gives you two small scripts that run there, ask Tally for the books, and save the answers as files. Nothing else leaves the computer, and you don't need a Tally login or a cloud account.
  2. Tally's one-time setting — First, a one-time setting in TallyPrime. With Sandmoor's company open, press F1 for Help, then Settings, then Connectivity. Set TallyPrime to act as Both, on port 9000. Keep TallyPrime open while the scripts run.
  3. The step 1 script — Back in SnapLedger, on that same computer, Zuhair downloads the step 1 script.
  4. Run on the Tally computer — He double-clicks it. It asks TallyPrime which companies are open, and saves the answer in a new folder next to the script. If Windows shows a warning first, choose More info, then Run anyway.
  5. The company, found — He uploads that file, and SnapLedger reads it: Sandmoor's company, kept in dirhams, ready to import. If TallyPrime has several companies open, you pick the one this business keeps its books in.

TallyPrime is ready, and SnapLedger knows which company to bring across. Next: pulling the books.