Tally ERP 9 has been one of India’s most trusted accounting and business management software systems for many years. It is easy to learn, simple to use, and powerful enough to manage everything from accounting and GST to inventory and payroll. Whether you’re a student, accountant, or business owner, understanding Tally ERP 9 can greatly improve the way you handle financial and business tasks.
This guide answers the most frequently asked questions about Tally Server 9 in a clear, straightforward manner—perfect for beginners and everyday users.
1. What is Tally ERP 9?
Tally ERP 9 is accounting and business management software that helps businesses manage financial accounts, GST, inventory, payroll, and day-to-day operations. It is known for being fast, reliable, and easy to understand, making it suitable for both small and large companies.
2. How to Download Tally ERP 9 on a Laptop?
To download the software, visit the official Tally website and go to the Downloads section. Select Tally ERP 9, click on the download button, and let the setup file save on your system. Once it finishes downloading, you can run it to begin installation.
3. How to Install & Set Up Tally ERP 9?
After downloading, open the setup.exe file. Select Install New, choose where you want the software to be saved, and complete the installation. When Tally opens for the first time, you will be asked to configure the license, set the company data folder, and adjust basic user settings.
4. How to Start Tally ERP 9?
You can start Tally either by clicking its desktop icon or searching for it in your Start menu. Once opened, you will enter the Gateway of Tally, the main screen where you access all features.
5. How to Create a Company in Tally ERP 9?
To create a new company, go to Gateway of Tally → Create Company. Enter company information such as name, address, financial year, and currency details, then save it. Your company will now be ready for use.
6. How to Delete a Company in Tally ERP 9?
Open Company Info, choose Alter, select the company you want to delete, and press Alt + D. Tally will ask for confirmation before deleting it permanently.
7. How to Change Current Date in Tally ERP 9?
Whenever you are on a voucher entry screen, press F2 to change the date. You can type any date you want to work on and continue entering transactions.
8. How to Change Data Path in Tally ERP 9?
Go to F12 → Data Configuration and choose a new folder for storing your company’s data. This is useful if you want to save files on another drive or an external device.
9. How to Rewrite Tally ERP 9 Data?
If your data gets corrupted or needs refreshing, close the company and press Ctrl + Alt + R on the company selection screen. Select the company you want to repair, and Tally will rewrite the data to fix issues.
10. How to Split Company Data in Tally ERP 9?
For long-term records, you may want to split data by financial years. Go to Gateway → Alt + F3 → Split Company Data, choose the period, and confirm. Tally will create separate data sets for easier management.
11. How to Take Backup in Tally ERP 9?
Go to Gateway → F3 → Backup, select the source (where your data is stored) and the destination (where you want the backup saved). This helps protect your data from loss or system issues.
12. How to Reset Bank Reconciliation in Tally ERP 9?
Open the bank ledger and press Alt + B to view reconciliation. If you want to clear past entries and start fresh, press Alt + R to reset the reconciled data.
13. How to Create a Voucher in Tally ERP 9?
Go to Accounting Vouchers and choose the type of voucher you need—sales, purchase, payment, receipt, contra, or journal. Enter the necessary details and save it. Vouchers are the basic building blocks of all accounting entries in Tally.
14. How to Create a Purchase Order in Tally ERP 9?
Open Order Vouchers → Purchase Order. If it does not show, enable it from F11 → Inventory Features → Enable Purchase Order Processing. Enter the supplier’s name, item details, quantity, and rates, then save the order.
15. How to Create a Stock Item in Tally ERP 9?
Go to Inventory Info → Stock Item → Create. Fill in details like the name of the item, unit of measurement, stock group, and GST rate. Stock items help you manage inventory properly.
16. How to Delete a Stock Item in Tally ERP 9?
Open the stock item in Alter mode and press Alt + D. Tally will delete it only if there are no transactions linked to that item.
17. How to Create a Godown in Tally ERP 9?
A godown is a storage location. Go to Inventory Info → Godowns → Create, give the godown a name, choose a parent location if needed, and save it.
18. How to Import Data in Tally ERP 9?
You can import master records or voucher entries by going to Gateway → Import Data. Select the XML file you want to import and confirm. Tally will process and upload the data into your company.
19. How to Change Printer in Tally ERP 9?
Go to Printing → Printer Setup and choose the printer you want to use. Once saved, all print commands will automatically go to the selected device.
20. How to Hide an Entry in Tally ERP 9?
If you want to hide certain entries, you can mark them as Optional Vouchers using Ctrl + L, or you can use the Security Control feature to restrict user access, ensuring only authorized people can view or edit those entries.
21. How to Use Tally ERP 9 (Beginner Guide)?
A simple way to start using Tally is:
- Create a company
- Add ledgers and inventory items
- Begin recording vouchers
- Check important reports like Balance Sheet and Profit & Loss
- Take regular backups to keep your data safe
This basic workflow helps new users get comfortable quickly.
22. How to Convert Tally 7.2 Data to Tally 9?
Copy your old data folder, open Tally 9, and rewrite the data. Tally automatically updates the older format to the newer one, making the conversion smooth.
23. How to Hide or Lock Specific Ledgers or Vouchers?
You can create different user roles through Security Control. This allows you to decide who can view, edit, or delete certain ledgers or vouchers, keeping sensitive information safe.
Conclusion: Why Seerweb Is the Right Partner for Tally Users
Managing Tally becomes much simpler when you have the right support. Seerweb Solutions, a fast-growing company in IT and enterprise software services, helps businesses get the most out of Tally—whether it’s setup, training, troubleshooting, or complete ERP guidance. With a focus on accuracy, efficiency, and customer-focused solutions, Seerweb ensures smooth and reliable Tally usage for businesses of all sizes.
