Guides for Tally users
How to get more from the books you keep in TallyPrime: on your phone, on WhatsApp, at GST time and at the month's end.
Tally data on mobileFour ways to see TallyPrime data on a phone: browser access, remote desktop, Tally on cloud and a connector app. What each costs and what must stay on.ODBC and port 9000Turn on ODBC and port 9000 in TallyPrime so Excel, connectors and other tools can read your books, then test it in a browser in ten seconds.Payment reminders on WhatsAppSend outstanding payment reminders on WhatsApp from your TallyPrime books: Tally’s own sharing, and TallyNexa with ageing, promises and a follow-up log.GSTR-2B reconciliationMatch GSTR-2B with the purchase bills in TallyPrime: download 2B, compare bill by bill, sort out the differences and protect your input tax credit.Tally with Claude or ChatGPTAsk Claude or ChatGPT about your TallyPrime books through MCP: what MCP is, the steps for Claude, ChatGPT and Claude Code, and how approvals work.Tally data to ExcelThree ways to get TallyPrime data into Excel: a one-off export, a live ODBC link that refreshes, and workbooks with formulas mailed to you on a schedule.13-week cash flow forecastBuild a 13-week cash flow forecast from TallyPrime data: start from cash, add receipts and payments by due date, fixed costs, tax dates and loans.Consolidate companiesCombine several TallyPrime companies into one view: prepare ledgers, create a group company, read the figures and take out inter-company balances.Tally on a MacTallyPrime is made for Windows. The ways people use it from a Mac: Windows in a virtual machine, Tally on cloud, remote desktop, or the books in a browser.Daily report on WhatsAppA short summary of sales, collections, cash and overdue customers from TallyPrime on WhatsApp each morning, and a menu to ask for more when you need it.Stock on a past dateSee closing stock for any past date in TallyPrime, by item and godown, and why adding entries to the opening often gives a different value from Tally.Bills to Tally entriesTurn PDF and photo bills into TallyPrime entries: Tally’s own options, and TallyNexa reading the bill for you to check beside the paper and post.Connect Tally to TallyNexaInstall the free TallyNexa connector, set TallyPrime’s Client/Server configuration, choose your books and fix common problems such as a company not found.