Step-by-Step Guide – How to Use Tally App on Mobile

Tally is the most popular accounting software. It helps small and medium businesses manage their finances and track transactions for taxation purposes. The Tally app for mobile is available on both android and iOS. 

The app is not just limited to businesses; you can also use it as a personal finance management tool. Tally provides a business with a lot of benefits. Some of the important benefits are listed below. 

  • You do not need to cancel credit cards by Tally. Some credit cards allow you to keep a balance until it is paid off.
  • You will only be charged once per month through the app, therefore saving you money.
  • Although no fees are associated with using the app, Tally charges interest on your Tally line of credit.
  • The stress of deciding which bill to pay first is reduced.

If you are new to the Tally app, this guide will help you understand how to use the app on your mobile phone or tablet so that you can start using it immediately. 

How to use Tally on mobile? 

Despite the fact that there are numerous accounting apps for Android, Tally ERP 9 is one of the most widely used accounting applications. This software is a complete offering that maintains its original simplicity while providing extensive business functions, allowing business owners and their associates to communicate more in talks relating to accounts. Read the portion of this article below to learn how to use Tally ERP 9 on a mobile device.

Step 1: Installation 

The Tally website must first be visited to purchase and download the Tally 9 ERP application. Download a 30-day trial edition of the app; if you’re not sure, you still need to decide to continue using it. Use the app in an educational mode without a license to learn how to use it. But in the educational mode, some functionalities will be turned off.

Step 2: Navigate Tally 

The keyboard is used to navigate the Tally app for mobile devices. And the key is visible next to each choice. Gaining proficiency in keyboard navigation will boost your productivity and enable you to get to know the app more quickly.

Step 3: Make a company 

To use the app, you must first create a company in it. Select Create Company from the opening menu to access the company creation page. Enter your company’s information on that page, including your company name, address, phone number, email address, and statutory compliance.

After that, select currency and click the Auto Backup option to back up your work. Finally, put the beginning of your fiscal year and the bookkeeping start date.

Step 4: Create Ledgers

The transactions for the account you have created are documented in ledgers. So, construct a ledger for each account you deal with. To create a ledger, pick the group, give the ledger a name, and input an opening balance by going to Ledgers >> Create >> Accounts Info.

Step 5: Create Vouchers 

Vouchers, which are used for all facets of business, from sales to deposits, containing all the financial transaction information. Open the vouchers page, select Accounting Vouchers, and select the desired voucher to create. Enter the last bit of data required to finish the voucher. The information will change depending on the kind of voucher you wish to produce.

Conclusion 

A tally is a useful tool for business owners. You can use the app to track their expenses, income, and other details for running your business. The Tally app for mobile has many features that make it easy to use on mobile devices without hassles. You just have to enter details once and save them, so you don’t have to remember anything while using the app. 

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