Exporting & Import Expenses to Tally
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Press Ctrl+E
(Export) > Select Masters or Transactions.
Press C
(Configure) to set the export options:
For Masters, choose the type of master (e.g., ledger) or select All Masters to export everything.
File Format: Export as CSV, or convert the exported file into CSV format to import into Pemo.
After exporting your expense data from Pemo, follow these steps to import it into Tally. Depending on your version of Tally, use the relevant method below:
Open the CSV export from Pemo in Excel.
Identify the column data that needs to be copied into the XML Generator Template.
Use the template to generate the XML file required by Tally. Ensure column headers remain unchanged.
👇 Watch this video for guidance on using the XML Generator Template.
Save the CSV file from Pemo as an Excel sheet.
In Tally, go to the Import option on the toolbar:
Select Transactions from the dropdown:
Choose the saved Excel file to import.
Pick the Pemo Mapping Template:
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