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How-to Videos for TallyPrime


This page collates all the how-to videos for TallyPrime and its features. The videos are enlisted
based on the categories and modules so that you can identify and navigate to the relevant video,
based on your query.

You may watch a few of these videos with audio in Hindi or Tamil.

Latest Videos
The All-New TallyHelp Search Engine is here to Delight You – TallyHelp Experience 

How to Specify Barcodes in Stock Items and Use During Voucher Creation in TallyPrime –
Inventory in TallyPrime

How to Update License in TallyPrime – Licensing in TallyPrime

How to Reactivate TallyPrime License When it is Already Active – Licensing in TallyPrime

Send Mail from TallyPrime Using Gmail Servers – Export, E-mail, and Print in TallyPrime

Basics of TallyPrime

Video Coverage Related Topic

Demonstrates different features in


Connected Services in
How to Work From TallyPrime that allow users to access
TallyPrime to Work from Home
Home on TallyPrime Tally and data from anywhere for data
or Anywhere
entry or reports.

How to Get Started Steps to install TallyPrime, activate How to Start Using TallyPrime
with TallyPrime | A
the license, create a Company, record
Quick Start
the first transaction, and a quick look
at reports.

A quick look at the experiences and


How to Get Familiar Get Familiar with TallyPrime
flexibility that TallyPrime offers for Features
with Your TallyPrime
day-to-day use.

 
TallyPrime installation scenarios and
How to Install
the steps to repair data or reinstall, if How to Start Using TallyPrime
TallyPrime
needed.
 

How to View the About Explains the different components of Get Familiar with TallyPrime
Features
Report in TallyPrime About Page and their capabilities.

Licensing in TallyPrime 

Video Coverage Related Topic

How to Use Existing Steps to use the existing Tally.ERP 9 How to Start Using TallyPrime
Tally.ERP 9 License & license for TallyPrime and use both
TallyPrime products in parallel.  

How to Reactivate Steps to reactivate license in Single Site Licensing in


License in TallyPrime TallyPrime TallyPrime

How to Configure Steps for configuring TallyPrime


Single Site Licensing in
TallyPrime License in license in a client machine in
Client Machine multiuser environment. TallyPrime

How to Move Process to change license gateway Single Site Licensing in


TallyPrime License to server from one system to another TallyPrime
Another System

How to Resolve
License Turned This video captures the scenarios, Licensing in TallyPrime
Educational in reasons, checklists, and
Licensing – Error Codes
TallyPrime (Server troubleshooting tips using which you
can resolve your license turned Licensing – Errors Messages
System) | Release 2.0
Education on the server system. and Resolutions
 

Whenever you need to use a


TallyPrime license on a different
How to Surrender
system, you will need to surrender the
License in TallyPrime | Licensing in TallyPrime
license either from within the product
Release 2.X
or on the Tally Solutions’ customer
portal.

How to Move
TallyPrime License to Learn how to move license gateway
Licensing in TallyPrime
Another System | server from one computer to another.
Release 1.X

This video covers the entire process


of reactivating TallyPrime license.
How to Reactivate Moreover, it also helps to understand
License Activation |
TallyPrime License the scenarios where license needs to
Reactivation | Surrender |
When it is Already be reactivated. You will also know
Update
Active how to proceed when the license is
active message appears during
reactivation

License Activation |
How to Update License This video helps you to seamlessly
Reactivation | Surrender |
in TallyPrime update your license in TallyPrime.
Update

Quick Operations in TallyPrime

Video Coverage Related Topic

How to Navigate Using Steps to use Go To feature with Get Familiar with TallyPrime
Go To in TallyPrime scenarios. Features

The principle and implementation of


buttons and shortcuts in TallyPrime
How to Use Right
and demonstrates the clutter free Get Familiar with TallyPrime
Buttons in TallyPrime to
organising of buttons. It also delves Features
Work Faster
into the button usage consistency
that enables one to learn faster.

Explains the need for configurations


How to Use More in TallyPrime and showcases the Get Familiar with TallyPrime
Details in TallyPrime difference between F12 & More Features
Details

How to Use Change


Mode to Switch Steps to use change mode option in Get Familiar with TallyPrime
Between Voucher different scenarios Features
Modes in TallyPrime

This video will guide you on deleting


multiple unused Stock Items in
TallyPrime. There may be some Stock
Deleting Unused Stock
Items that are not a part of any Manage Your Stock Items
Items in TallyPrime
transaction, and you are not going to
use them in future either. You can
delete them in a jiffy.

In this video, you will understand the


How to Use Buttons in pattern and behaviour of buttons in
Get Familiar with TallyPrime
TallyPrime | Release 2.x
TallyPrime and how to use these Features
  buttons to perform certain actions
across transactions and reports.
Export, E-mail, and Print in TallyPrime

Video Coverage Related Topic

How to Optimise Page Sales of Goods and Services 


Steps to configure TallyPrime to save
Size when Printing Purchase of Goods and
Invoices in TallyPrime paper when printing invoices.
Services

How to Print Rate Steps to configure TallyPrime to


Inclusive of Tax in include Rate Inclusive of Tax when Sales Under GST
Sales Invoice printing invoices.

This video provides a business case


How to Configure Print for printing HSN details and walks
and Print Invoices with you through other configuration
Print Sales Invoice with
Bank Details and options available in TallyPrime.
Company Logo | Company Logo and Additional
Moreover, you will also get to know
Details
Release 2.0 how to print bank details and
  Company logo on Invoices created in
TallyPrime.

In this video we will look at the steps


Send Mail from to generate external apps email E-mail | Using Gmail, Yahoo,
TallyPrime Using Gmail password for you Gmail account and Outlook to Send Invoices,
Servers use the app password to send mails Reports, & Reminder Letters
from TallyPrime using Gmail server.

Reports in TallyPrime 

Video Coverage Related Topic

Viewing Outstanding This video covers date behaviour of Manage Outstanding


Report for a Period in Outstandings Report in TallyPrime and Receivables in TallyPrime
TallyPrime
tells you how to view the report for a  
specific period.

Edit Log

Video Coverage Related Topic

How to Work on  
In this video you will learn how to
TallyPrime and
TallyPrime Edit Log on work on TallyPrime releases and Edit Log in TallyPrime – All

the Same System TallyPrime edit log release 2.1. You Need to Know

In TallyPrime Edit Log, you can view


How to View Edit Log
Edit Log for all the transactions
for Transactions and Edit Log in TallyPrime – All
Masters in TallyPrime entered in the data after drilling down You Need to Know
Edit Log from Day Book or any ledger vouchers
report.

TallyPrime Release 2.1 brings in the


How to View Edit Log
Edit Log feature which enables you to
for Transactions and Edit Log in TallyPrime – All
track activities performed in vouchers, You Need to Know
Masters in TallyPrime
ledgers, stock items, and accounting
Release 2.1 Onwards 
groups.

Digital Signature

Video Coverage Related Topic

In this video, you will learn how to use


How to add Digital the Digital Signature on Export, E-Mail,
Digital Signature in
Signature in or Save as PDF through Print
TallyPrime for PDF Documents
TallyPrime  Transactions and Reports Using
TallyPrime.
Save View for Reports in TallyPrime 

Video Coverage Related Topic

Save Views, Set / Alter


Demonstrates saving a view for a
Default Views & Delete
report in TallyPrime and set/alter a Save Views of Reports in
Views for Reports in
TallyPrime
TallyPrime | Release saved view, and delete views,
2.0 whenever you want to.

Save View for Reports


with Specific Master,
Period or Multiple Demonstrates the use of Save View Save Views of Reports in
Companies in
feature in different scenarios. TallyPrime
TallyPrime | Release
2.0

Restricting Users from


Saving Views for Covers the complete procedure of
Save Views of Reports in
Reports at Company restricting report view creation in a
Level in TallyPrime | TallyPrime
company for a User Role.
Release 2.0

TallyPrime Reports in Browser

Video Coverage Related Topic

Tally Reports in Steps to browser TallyPrime reports in View TallyPrime Reports in


Browser | Release 2.0 Browser
browsers.

e-Payments in TallyPrime
Video Coverage Related Topic

How to Make E- Steps to make e-Payments from your


payment to ICICI Bank ICICI bank account to your e-Payments in TallyPrime
using TallyPrime
beneficiaries using TallyPrime.

How To Make E- Steps to make e-Payments from your


Payment to DBS Bank DBS bank account to your e-Payments in TallyPrime
using TallyPrime
beneficiaries using TallyPrime

How To Make E-
Steps to make e-Payments from your
Payment to Bank of
Bank of Baroda account to your e-Payments in TallyPrime
Baroda using
TallyPrime beneficiaries using TallyPrime

TallyPrime provides you with a simple


How to Make e- process of making e-Payments from
Payments to Your your bank account to the beneficiaries
e-Payments in TallyPrime
Beneficiaries Using using TallyPrime. In this video learn
TallyPrime how to make e-payments to your
beneficiaries using TallyPrime.

TallyPrime Powered by AWS 


Video Coverage Related Topic

In this video we will learn to use a self


service portal to manage virtual
computers and users. You will know
the process to:

Managing Computers
Manage Users
and Users from the Computer & User Management
Self Service Portal | Manage Backup for Virtual Computer
TallyPrime Powered by Connection
Shut Down and Restart
AWS
Operations

Update TallyPrime

Change secure PIN

In this video we will look at the


process to move TallyPrime license
from your local computer to virtual
machine -on the Amazon Web
Services. This video will cover steps
to: Manage Your Business On the
Moving TallyPrime
Go | Your Virtual Computer
License to Virtual Surrender License
Connect to Your Business
Machine | TallyPrime
Reactivate License on Virtual Anytime, Anywhere | Virtual
Powered by AWS Computer Connection
Machine

Transfer Data and TCP files


from Local Computer to Virtual
Machine

You can access the web server and


TallyPrime using a specially designed Manage Your Business On the
Staying Connected to Go | Your Virtual Computer
secure client from anywhere. This
Business with
environment is setup to allow you to Connect to Your Business
TallyPrime | TallyPrime
carry-on all your business operations Anytime, Anywhere | Virtual
Powered by AWS
on TallyPrime from anywhere. Learn Computer Connection
how.

Manage Your In this video, we will learn how to Manage Your Business On the
Distributed Operations access TallyPrime anytime anywhere. Go | Your Virtual Computer
Easily in TallyPrime |
TallyPrime Powered by
AWS

Inventory in TallyPrime

Video Coverage Related Topic

This video will guide you on using


alternate units for stock items in
How to Use Alternate TallyPrime. You will know the
Units for Stock Items flexibility of the feature that will help
Manage Your Stock Items
in TallyPrime | Release you handle various business
2.0 scenarios that involve Stock Items
prone to seepage and variation in
quantity.

This video will guide you on altering a


How to Alter Unit of
UOM i.e. Units of Measurement in
Measurement (UOM)
TallyPrime. You will get to know all Get Familiar with TallyPrime
and Number of
the scenarios that affect the unit Features
decimal places in
alteration and important aspects to
TallyPrime
consider while you are altering a unit.

This video will guide you on removing


Opening Quantity for multiple Stock
Items in TallyPrime. When you use a
Company data with all the required
How to Remove
Stock Items and ledgers, you may
Opening Quantity from
want to remove Opening Quantity from Manage Your Stock Items
Multiple Stock Items in
TallyPrime Stock Items so that you can update it
relevant to your Company or branch or
godown. You can remove or provide
Opening Quantity for Stock Items in a

matter of seconds. Learn how.

How to Specify This videos helps you understand how Manage Your Stock Items
Barcodes in Stock
to specify barcodes in Stock Items in
Items and Use During TallyPrime and ease your data entry
Voucher Creation in
process during voucher creation.
TallyPrime

Data Management in TallyPrime

Video Coverage Related Topic

How to Configure your


Steps to store and access TallyPrime Manage Your Company Data –
Data in Multi User
data at different locations. An Overview
TallyPrime

How to Backup Data in


TallyPrime Steps to take backup of data in Backup and Restore Company
TallyPrime. Data
 

How to Restore Data in Steps to restore a company backup in Backup and Restore Company
TallyPrime TallyPrime. Data

Steps to migrate from Tally.ERP 9 to


How to Migrate your
TallyPrime for single user and multi- Migrate Company Data
Data to TallyPrime
user editions.

You can regularise the process of

How to Schedule taking your TallyPrime data backup


TallyPrime Company using Cobian Backup Software. This
Auto Backup Your TallyPrime
Data Backup Using helps you ensure that you do not lose
Cobian Backup Data Using Cobian Backup
your TallyPrime data due to a virus
Software
attack or hard drive. Watch the video
to know how to do it.
How to Configure In TallyPrime, you can set a default Manage Your Company Data
Company Data Path in
data path where Company data
TallyPrime for Single
created in TallyPrime will be stored.
User
You can set the default folder for
storing your Company data using two

methods covered in the video. 

Compliance in TallyPrime
Learn how to be compliance-ready with TallyPrime from the videos that cover a wide range of
activities that include GST, e-Invoicing, e-Way Bill, VAT in GCC, and other compliance-related
activities.

e-Invoicing in TallyPrime

Video Coverage Related Topic

How to Register and Online and Offline e-Invoice


Steps to register for e-invoice and
Choose Tally as Your Generation on IRP Using
GSP for e-Invoicing choose your GSP. TallyPrime

How to Set-up Online and Offline e-Invoice


Introduction to e-invoicing in
TallyPrime for E- Generation on IRP Using
Invoice TallyPrime. TallyPrime

How to Generate E- Online and Offline e-Invoice


Steps to generate e-Invoice online
invoices Online in Generation on IRP Using
TallyPrime using TallyPrime. TallyPrime

How to Generate E- Steps to generate e-invoice offline Online and Offline e-Invoice
invoices Offline in Generation on IRP Using
using TallyPrime
TallyPrime TallyPrime

Online and Offline e-Invoice


How to Bulk Upload E- Steps to do bulk upload of e-invoices
Generation on IRP Using
Invoices in TallyPrime
generated using TallyPrime. TallyPrime

Online and Offline e-Invoice


How to Cancel IRN in Steps to cancel a generated IRN using
Generation on IRP Using
TallyPrime TallyPrime. TallyPrime

Online and Offline e-Invoice


How to Use E-Invoicing Introduction to e-invoice reports in
Generation on IRP Using
Reports in TallyPrime TallyPrime. TallyPrime

Steps to get the latest IRN info for Online and Offline e-Invoice
How to Get IRN Info
transactions eligible for e-Invoicing in Generation on IRP Using
Using TallyPrime TallyPrime
TallyPrime.

How to Undo IRN Steps to undo the cancellation of e- Online and Offline e-Invoice

Cancellation of E- Invoices in TallyPrime to update the e- Generation on IRP Using


TallyPrime
Invoice in TallyPrime Invoice report.

E-Invoicing through
e-Invoice Trial Through e-
Sandbox API System Steps to use e-Invoice Sandbox Invoice Sandbox in TallyPrime
using TallyPrime |
feature in TallyPrime.
Release 1.1.4  

How to create KSA In this video, you  will understand the


VAT e-Invoice in process to enable and create KSA VAT e-Invoice (Fatoora) for KSA
TallyPrime | Release e-Invoice in TallyPrime release 2.0 and  
2.0 above releases.
Online e-Way Bill in TallyPrime

Video Coverage Related Topic

Prerequisites to
Generate E-way Bill
Steps to register for e-way bill,
directly from e-Way Bill in TallyPrime
TallyPrime | Release choosing Tally as your GSP.
2.0

Generating E-way Bill


Online Using Steps to generate e-Way Bill using
TallyPrime | Release e-Way Bill in TallyPrime
TallyPrime.
2.0

Generating E-way Bills


Online in Bulk Using Steps to generate e-Way Bills in bulk
TallyPrime | Release e-Way Bill in TallyPrime
using TallyPrime.
2.0

Using E-way Bill Report


& Register in Covers all you need to know about the
TallyPrime for E-way e-Way Bill report and e-Way Bill e-Way Bill in TallyPrime
Bill Transactions
Register in TallyPrime.
Updates | Release 2.0

Get E-Way Bill Info,


Update Part B /
Transporter ID & Covers all the e-Way Bill activities that
Extend E-way Bill in e-Way Bill in TallyPrime
you can do in the e-Way Bill report.
TallyPrime | Release
2.0

Cancelling E-way Bill Covers the complete process of e-Way Bill in TallyPrime
and Manage
cancelling an e-Way Bill from within
Cancellation Related
Activities in TallyPrime TallyPrime.
| Release 2.0

TCS in TallyPrime

Video Coverage Related Topic

Steps to Enable TCS in Steps to enable TCS and configure


TallyPrime | Release nature of goods for different goods on TCS in TallyPrime
1.1.4 which TCS is applicable. 

Steps to configure TCS details in the


Set up TCS Masters in
form of masters called Nature of TCS in TallyPrime
TallyPrime  Goods. 

Steps to record some basic TCS


Basic TCS
transactions related to sale of any
Transactions in
goods using TallyPrime and the use of TCS in TallyPrime
TallyPrime | Release
Nature of Goods in calculating tax at
1.1.4
the point of realisation or accrual.

Demonstrates TCS advance receipt


Advanced TCS
and TCS sales against the TCS
Transactions in
advance receipt for realisation and TCS in TallyPrime
TallyPrime | Release
accrual Nature of Goods in different
1.1.4
scenarios.

Demonstrates changes to be made in


TCS Reports and
TCS reports in release 1.1.4 and
Returns in TallyPrime | TCS in TallyPrime
generate TCS returns using
Release 1.1.4
TallyPrime.

Sale of Goods Taxable


In this video we will look at the steps Record TCS on Sales in
Under GST and TCS in
to record GST sales invoice with TCS. TallyPrime
TallyPrime
Record GST Purchase In this video, we will look at the Record TCS on Purchase of
with TCS in TallyPrime process to record GST purchases with Taxable Stock Items
TCS in TallyPrime.

VAT in GCC Using TallyPrime

Video Coverage Related Topic

Getting started with Demonstrates the capabilities of


VAT in GCC Using TallyPrime in handling VAT VAT in GCC
TallyPrime
requirements of GCC. 

Generate your first Steps to record and print a VAT

VAT invoice in GCC invoice in TallyPrime for a company VAT in GCC

using TallyPrime created in Tally.ERP 9.

Getting Started With


Oman VAT using Steps to use TallyPrime for Oman VAT. VAT in GCC
TallyPrime

GSTIN/UIN, HSN/SAC, GSTR-1, and GSTR-2

Video Coverage Related Topic

Validating GSTIN/UIN
Covers the entire process for the
Online Using Validate GSTIN/UIN and
TallyPrime | Release online validation of GSTIN/UIN using HSN/SAC Online in TallyPrime
2.0 TallyPrime.

Validating HSN or SAC Covers the entire process for the Validate GSTIN/UIN and
Information Using
online validation of HSN/SAC using HSN/SAC Online in TallyPrime

TallyPrime.
TallyPrime | Release
2.0

Steps to update HSN code for Stock


How to Update HSN
Items in TallyPrime so that the HSN Manage HSN Codes/SAC and
Code for Stock Items
Codes for the respective Stock Items Tax Rates in TallyPrime
in TallyPrime
are captured in the invoices.

Demonstrates the process of Reconcile Mismatch in Input


How to Reconcile
reconciling GSTR-2 using the GSTR-2A Tax Credit: Books Vs GST
GSTR-2 in TallyPrime
file downloaded from GSTN portal. Portal with GSTR-2A

How to Export GSTR-1 Uploading to IFF for QRMP


Steps to export GSTR-1 JSON files Dealers
Section-wise using
section-wise to upload for IFF.
TallyPrime File GSTR-1

In this video we will look at the


Filing GSTR-1 Returns process to generate GSTR-1 returns
File GSTR-1
using TallyPrime using TallyPrime and then upload
return file on the GSTN portal.

Kerala Flood Cess (KFC) in TallyPrime

Video Coverage Related Topic

Demonstrates the process of stopping


Stopping Calculation Stop Calculation of Kerala
the calculation of Kerala Flood Cess
of Kerala Flood Cess Flood Cess (KFC) in
(KFC) in TallyPrime (KFC) in transactions recorded using TallyPrime
TallyPrime.

TallyHelp Experience
Video Coverage

TallyHelp’s all-new search engine helps you get the desired

information quicker than ever. The display of search


The All-New TallyHelp Search suggestions, availability of links to different sections of a
Engine is here to Delight You 
topic in the results, and the way it handles the manual
typing errors are some features that make up for a

delightful experience.

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