User Guide · Set up

Ledgers: Pull Ledgers and Ledger Master

Bring the client's chart of accounts across, so every suggestion points to a real Tally ledger.

We only suggest ledgers that already exist in the client's Tally. So bring the ledgers across before your first upload — if you imported the client with Sync Client, this is already done.

Pull Ledgers

  1. 1Open the client's company in Tally.
  2. 2Click Pull Ledgers at the top of the screen.
  3. 3Click Connect to Tally. Choose the Tally Company, and under Associate with Client choose the client.
  4. 4Click Pull Ledgers. Stock items, voucher types, cost centres and units come across as well.

Pull again:

  • before your first push for a client;
  • after you create new ledgers in Tally — for example bank or GST ledgers, which we never create for you;
  • when the client's own voucher types (such as "B2B Sales") are missing from the Voucher list.
A pull mirrors Tally exactly. Ledgers that no longer exist in Tally are removed from the client's list here, and we tell you which ones. If the client is linked to a different Tally company from the one you picked, the pull stops — one client's ledgers never mix with another's.

No Tally on this computer?

In the Sync Client & Ledgers step of the Dashboard setup guide, you can Start from industry defaults (choose the client's industry and we create a standard set of ledgers) or Import ledgers from a CSV with the columns ledger name, group and opening balance. Bank, GST and TDS ledgers are left for you to create in Tally.

Ledger Master

Ledger Master shows the client's ledgers grouped by their Tally group, with opening balances and GST rates. You can search, filter by Income, Expense, Asset or Liability, tick Hide zero balance, and Export CSV. Ledgers are not created on this page: create them in Tally and pull again, or add one while reviewing a transaction.

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