Quick Start Guide

You can start using the TallyPrime features in a matter of minutes. All you need to do is download the setup file, install TallyPrime, and activate the license.

If you are a new user, create a company, and start recording your transactions. You can create all ledgers needed to maintain your accounts while recording transactions. In case you want to try TallyPrime before buying it, or you are a student, you can use the Educational version.

If you are using an earlier version of Tally, upgrade to TallyPrime, and continue your business as usual.

Refer to Get Familiar with TallyPrime for details on using it.

Download and Install TallyPrime

You can download the application setup from Tally Solutions website. After downloading the setup files, install the application on your computer. Installation steps remain the same regardless of the TallyPrime edition you have purchased.

You can install TallyPrime on any computer with 64-bit edition of Microsoft Windows 7 or later. For further details refer to the topic Recommended System Configuration for TallyPrime.

1. Download the setup files.
   1. Go to https://tallysolutions.com/download/.
   2. Click Download.
   3. Select the folder where you want to save the setup.exe file.
   4. Click Save.
2. Install TallyPrime.
   1. Double-click setup.exe.
   2. Double-click Install New.
      
   3. Configure Application Path, if needed.
      By default, the application will be installed at C:\Program Files\TallyPrime.
      
      • Click Configure.
      • Double-click Application Path.
      • Click … and change the path as needed.

        Note: If you are already using Tally.ERP 9, it is recommended that you install TallyPrime in a different folder. This will allow you to use both the products simultaneously, if needed.

        
        
      • Close the List of Configurations window.
   4. Click Install.
      The application gets installed, and the following window opens.
      
   5. Click Start TallyPrime to launch TallyPrime.

You can activate the license and start using TallyPrime.

New Users – Activate License

If you have purchased a single user Silver License, you can activate the license on one computer. If you have a multiuser Gold License, you need to activate the license on one computer on the LAN, and configure all other installations using the same license.

Activate New License

1. Start your TallyPrime. The Welcome to TallyPrime screen appears.
   
2. Click Activate New License.
3. If you have a Single-Site license, enter your Serial Number, Activation Key, and Administrator e-mail ID.
   If you have a Multi-Site license, refer to Multi-Site Licensing in TallyPrime for further details.
   
   

   Note: The e-mail ID provided here will be linked to your account, and used for all future communication and licensing activities.

4. Press Enter to proceed. The Unlock License screen appears.
   
5. Enter the Unlock Key sent to your e-mail ID.

   Note: If you have not received the unlock key, press F2 (Get Unlock Key).

6. Press Enter to unlock your license.
   After your license is unlocked, the following message appears.

After activating the license, you can create your first Company and start using TallyPrime for business transactions.

Depending on the size and scale of your business, you can have different setups. Refer to Licensing in TallyPrime to know more about the different options available.

Try it for free | Educational version

If you want to try TallyPrime before you buy, or just want to learn how to use the product, you can use the Educational version for free. You can try all features in the product, just with the restriction that voucher dates are limited to 1, 2 and 31.

1. Start your TallyPrime. The Welcome to TallyPrime screen appears.
2. Click Try It For Free.
   

You can start using TallyPrime in Educational mode. The window title will be in dark green colour and will show EDU under the product name.

Users of Tally.ERP 9 – Move to TallyPrime

If you are an existing user of Tally.ERP 9 and if your TSS is active, you can upgrade to TallyPrime by installing it in a new folder. Once the license is configured, you can continue to use both TallyPrime and Tally.ERP 9.

After updating the license, you can open the Company in TallyPrime. This step will do a single-click migration of the data to make it work in TallyPrime.

Update/Configure using Tally.ERP 9 License

1. Start your TallyPrime.
   
2. Click Reactivate Existing License.

   Note: If you have installed TallyPrime in a different folder, you can use both the products simultaneously, if needed.

3. Enter the Tally.NET ID and password.
   
   The List of Licenses screen appears.
4. Select the required Tally.ERP 9 license.
   
   Once the license is configured to the Tally Gateway Server, you will receive the following message.
5. Select Yes to activate.
   
   The List of Companies screen appears.
6. Select the required Company to continue.

Your TallyPrime application is now licensed. You can start using TallyPrime for business transactions.

Migrate to TallyPrime

1. Open the required Company.
   You will be prompted to do a migration.
   
2. Click Migrate.
   The Company will be migrated, and will remain open for you to continue.

Since you had been using Tally.ERP 9 so far, you can continue from where you stopped in Tally.ERP 9.

Update to the Latest Release of TallyPrime

Information on latest releases of TallyPrime is easily available now. Once a new TallyPrime release is launched, if you have a valid TSS, you will see a notification alert. Based on your needs, you can choose to upgrade to the latest release of TallyPrime.

If you have not upgraded to the latest release and have a valid TSS, you will see a red dot adjacent to F1 (Help). The red dot indicates that the latest release for TallyPrime is available and you can upgrade to the same as per your convinience.

1. Press F1 (Help) > Upgrade. The following screen appears.
   
2. Select the latest available release and press Enter. For example, select TallyPrime Release 1.1.
   A message appears prompting you to confirm download and installation of the latest release.
   
3. Select Yes. A message appears confirming that TallyPrime will start with administrator rights.
   
4. Press Enter to continue. 
5. On successful update to the latest release, select Start TallyPrime.
   

The latest release of TallyPrime opens. You can now open your company data and start recoding transactions using the latest release.

Start Using for Your Business Transactions

Once you have activated your TallyPrime license, and if you are a new user, you need to create a Company so that you can start recording your business transactions.

Create Company

1. Create>Company.
   Alternatively, Gateway of Tally>Create Company.
2. Enter the Company Name, Mailing Name, and Address.
   While Company Name is for reference in the application, Mailing Name will be printed in all reports.
3. Select the State and Country.
   Based on the country selected, the statutory options will vary.
4. Verify the Financial year beginning from and Books beginning from dates.
5. Set security details, if needed.
6. Verify the Base Currency details.
   
7. Accept the Company screen.
   A confirmation screen appears with the list of features that you can enable for your company.
   
8. Set up the features as needed. You can do this later too.

Refer to Working with Company for further details on creating and using Companies.

After creating the Company, you can start recording the transactions directly.

Record your first transaction

Voucher entry in TallyPrime remains similar, regardless of the type of transaction you choose.

Consider the case of recording a sales entry. You can directly open the sales voucher and start entering the details.

1. Open the voucher screen.
   • Alt+G (Go To) > Create Voucher > press F8 (Sales).
     Alternatively, go to Gateway of Tally > Vouchers > press F8 (Sales).
2. Specify the buyer details.
   1. In Party A/c Name, select Cash or Bank for cash sales. For credit sales, select the party name.
   2. On the Dispatch Details & Order Details screen, specify the details if you want to print in the invoice.
      Alternatively, press Ctrl+A to proceed without entering the details.
   3. On the Party’s Details screen, specify the required details.
3. Select the accounting ledger for item allocation.
   • In Sales ledger, select the required ledger created under Sales Accounts group.
     In any transaction, you can create ledgers on the fly by pressing Alt+C.
4. Select item details.
   As explained above, you can create the item on the fly by pressing Alt+C.
   • Enter the Quantity and Rate or Value.
5. Provide Narration, if any.
   
6. Press Ctrl+A or press Y in the Accept message box to save.

In a similar way, you can record the other types of transactions, using the default Voucher Types in TallyPrime.

You can also use Voucher Mode/Double Entry mode, or Accounting Invoice Mode for voucher entry.

Refer to Sales Process for further details on recording the different types of transactions in a sales cycle.

View reports

After recording transactions you can view the related reports immediately. For example, you can check the Day Book to see the list of transactions recorded in the day.

• Press Alt+G > Day Book or Go to Gateway of Tally > Day Book.
  

You can view the transactions you have recorded in the CURRENT DATE shown in Gateway of Tally.

Similarly, you can view the other accounting, financial or inventory reports.