↔️Exporting & Import Expenses to Tally

How to Export Accounts from Tally to Pemo

1. Press Ctrl+E (Export) > Select Masters or Transactions.

2. 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.

   

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How to Import Expenses from Pemo into Tally

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:

For Tally Versions that Accept XML Files Only

1. Open the CSV export from Pemo in Excel.

2. Identify the column data that needs to be copied into the XML Generator Template.

3. 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.

Pemo Power Tip: Make sure to keep the column headers unchanged. This helps prevent any confusion when working with the template below.

📥 Download the XML Generator Template

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For Tally Versions that Accept Excel Sheets

1. Save the CSV file from Pemo as an Excel sheet.

2. In Tally, go to the Import option on the toolbar:

3. Select Transactions from the dropdown:

4. Choose the saved Excel file to import.

5. Pick the Pemo Mapping Template:

Pemo Power Tip: You need to create a Pemo Mapping Template that maps Tally fields to Pemo export file headers before using the import feature. Below is a sample template for reference