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Upgrading to Tally.ERP 9 Release 6.6.3 is fairly simple. We urge you to go through the FAQ section before you upgrade!
Note : The name of new union territory Dadra & Nagar Haveli and Daman & Diu is provided in Release 6.6.3 . All masters with Daman & Diu and Dadra & Nagar Haveli are automatically updated with the name of new union territory. The state/union territory name before merger is captured in State (before reorganisation) field. Retaining the pre-merger state/union territory name helps in managing transactions and tax returns from that period.
Install Tally.ERP 9 Release 6.6.3
● Renew your TSS Subscription (for Tally.ERP 9 users whose TSS has expired). Users with a valid TSS Subscription will be able to use the licensed version of Tally.ERP 9 Release 6.6.3.
● Buy an upgrade (for Tally 9 and lower version users) to start using the licensed version of Tally.ERP 9 Release 6.6.3.
● Download and install Tally.ERP 9 Release 6.6.3. Users currently using any version of Tally.ERP 9 and having a valid TSS Subscription can directly upgrade to Release 6.6.3.
You can also upgrade directly to the latest release from the product.
Note: Be sure to back up your current data in a different location using Gateway of Tally > Alt + F3 > Backup . To view your backed-up data, restore your backup to a different folder using Gateway of Tally > Alt + F3 > Restore .
It is best to install Release 6.6.3 in a location different from your previous installation. For more information, refer to upgrade to the latest release in a single-user environment and upgrade to the latest release in a multi-user Environment .
After Installing
After upgrading to Release 6.6.3, you can choose to start working with Tally.ERP 9 in one of the following ways:
Open your existing company in Release 6.6.3 and continue your business as usual
This is the simplest option. Open your company in Tally.ERP 9 Release 6.6.3 and follow the on-screen instructions. Once the data is converted, get started with GST (for India) or get started with GCC VAT (for Gulf countries) as required.
● For Tally 7.2 or lower, download the tool Tally72migration.exe , and migrate your data using this tool. After the upgrade, you can open your data in Release 6.6.3.
Open your existing company in Release 6.6.3 and split your company
Open your company in Tally.ERP 9 Release 6.6.3 and follow the on-screen instructions. Then, split your company. Sharp aquos 60 inch user manual.
● For Tally 7.2 or lower, download the tool Tally72migration.exe , and migrate your data using this tool. After the upgrade, you can open your data in Release 6.6.3, and split the company.
Create a new company in Release 6.6.3 and start afresh for GST or GCC VAT
● Go to Company Info. > Create Company . Create all the required masters.
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● Export the masters from your company in the older version of Tally.ERP 9 with the closing balances, as applicable. In the new company in Release 6.6.3, import these masters. Once the masters are imported, you can get started with GST or GCC VAT.
Enjoy your journey with Tally.ERP 9!
FAQ
1. How do I migrate a group company that is created in Tally 7.2 to Tally.ERP 9?
A group company created in Tally 7.2 cannot be opened directly in Tally.ERP 9. We recommend that you open individual companies in Tally.ERP 9 ( migrate data from Tally 7.2 before opening in Release 6.6.3), and then group them together once again at the end. Always remember to back up the data and restore at a different location.
2. I am using Tally 8.1. Can I continue to use these versions after moving to Release 6.6.3? Can my licenses co-exist?
No, the licenses for Tally 8.1 and Tally 9 will not co-exist with Tally.ERP 9 Release 6.6.3.
3. What happens to my synchronisation setup?
Everything will work as usual as long as you ensure that Tally.ERP 9 has been upgraded to Tally.ERP 9 Release 6.6.3 at all your locations.
4. My existing customisation fails in Tally.ERP 9 Release 6.6.3 What do I do?
Ensure that the customisation or Account TDL used in Tally.ERP 9 is compatible with Release 6.6.3 If you find that your customisation or Account TDL is not compatible with Release 6.6.3, do either of the following:
● Contact your partner to upgrade the solutions to Release 6.6.3.
● Disable the customisations and proceed until the customisations are made compatible with the release.
To disable the customisation
For local TDL/TCP
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1. Go to F12: Configure > Product & Features .
2. Click F4: Manage Local TDL .
3. Set the option Set TDL Files on startup to No , or remove the attached TDL or TCP from the TDL Configuration window.
For account TDL/Addon
1. Log in to the Control Centre .
2. Identify the TDL tagged to the Account ID.
3. Disable the TDL and update the license.
For customers in India
1. Do I need to create different masters for GST? How can I manage the split between GST and VAT?
With Tally.ERP 9, it is pretty easy to manage two different tax regimes. You can create a whole new set of masters, voucher types, tax ledgers (Central Tax, State/UT Tax, Integrated Tax), and start cleanly with GST.
2. I am using Tally 9 and I have enabled Dealer Excise. Should I follow different steps for moving to Release 6.6.3?
Yes. See the topic Migrating Dealer Excise Data .
3. I want to view my earlier statutory data in my older product release and GST-related data in the latest release. How do I do this?
Once you have upgraded to the latest release, you can view and access all your statutory data in this release. However, if you want to view your earlier statutory data using your old product version:
1. Make a copy of your company data in the folder where you have installed the latest Tally.ERP 9 release.
2. Configure your existing license for the latest release.
3. Continue to access your earlier statutory data using the older release and use the copied data in the latest release to create your GST-related transactions.
To migrate data from releases below Tally.ERP 9, you need the migration tool tally72migration.exe that is available in Tally.ERP 9 installation folder. Before migrating data, it is recommended that you backup your data. Copy company data of Tally 5.4, 6.3 or 7.2 to Tally.ERP 9 data folder.
Data Migration Tool - in Tally.ERP 9 Introduction Data created in Tally 7.2 or TCP (Tally Compliant Product) files created for use with Tally 7.2 cannot be used with Tally.ERP 9. Hence, Data and TCP files need to be upgraded for use with Tally.ERP 9. The Tally Data Migration Tool helps users to upgrade Data and TCP files in order to be compliant with Tally.ERP 9. A valid Tally.ERP 9 license is required to upgrade Data or TCP files from Tally 7.2 to Tally.ERP 9.
- Tally 6.3 users can use the migration tool to rewrite data to Tally 7.2 and then migrate to Tally ERP 9. A logical migration of data from the earlier version of Tally 9 will occur when you load the company for the first time in Tally ERP 9.
- Migrating Data in Tally.ERP 9 13 Figure 1.11 Tally Data Migration Tool screen Click Migrate Data to select the company data to be migrated from Tally 7.2 to Tally.ERP 9.
Tally 6.3 users can use the migration tool to rewrite data to Tally 7.2 and then migrate to Tally.ERP 9. A logical migration of data from the earlier version of Tally 9 will occur when you load the company for the first time in Tally.ERP 9. To Start the Migration Tool By default the Tally Data Migration Tool is available in the Tally.ERP 9 folder. Img-1 To start the migration tool double click on the tally72migration.exe The Tally Data Migration Tool and Tally.ERP 9 screens open simultaneously. The Migrate Company menu has the following options:. – allows the user to upgrade Tally 7.2 data to Tally.ERP 9.
– allows the user to upgrade TCP files created in Tally 7.2 to Tally.ERP 9. allows the user to restore data backup taken in Tally 7.2 Migration Messages Pane The migration status is displayed in the Migration Messages pane Calculator Pane The Calculator pane in the Tally.ERP 9 screen displays any error messages that appear during the migration process.
Img-2 Note: It is recommended to the user to close all other applications before commencing Data/TCP migration as it consumes time and system resources. It is also recommended to avoid interruptions during the migration process as this may lead to incomplete migration of Data/TCP files and you have to repeat the migration process once again.
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Customers using Tally 7.2 have to execute the steps shown in order to upgrade their existing data from Tally 7.2 to Tally.ERP 9. Double click on the Tally72migration.exe 2.
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Tally Data Migration and Tally.ERP 9 start simultaneously in separate screens 3. As soon as Tally.ERP 9 is loaded, a message Ready for Migration appears in the Migration Messages Pane 4. Select Migrate Data 5. The Select Company for Migration appears 6. Specify the data path, if required 1 7.
Select the required company from the List of Companies 8. Incase the company selected contains Payroll data; Tally.ERP 9 prompts a message as shown: 2 9. Press Enter to continue with Migration 10. Tally.ERP 9 displays a message Continue Migration Yes or No 3 11. Press Yes to start data migration from Tally 7.2 to Tally.ERP 9 12. The Migration Information screen displays the Types of Masters and Types of Vouchers that need to be migrated from Tally 7.2 13. Tally.ERP 9 displays a message Migrate Yes or No 14.
Press Y or click on Yes to proceed with migration 15. During the migration process, the calculator pane of Tally.ERP 9 displays the number of Masters and Vouchers migrated to Tally.ERP 9 4 Note: Certain un-used Voucher Types are removed from Tally.ERP 9, hence there will be a mismatch in Voucher Type Master Statistics. Employee Masters have been split into Employees and Employee Groups. On successfully completing the migration process, Tally.ERP 9 will display a message Migration Completed Check Statistics 5 17. On pressing any key a Congratulatory message appears as shown: 6 18.
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Errors that occur that during the migration process are displayed in the Migration Message pane in red color Note: Incase of an error during migration, it is advised to rewrite the data by pressing Ctrl + Alt + R from the migration tool and then start migration of data to Tally.ERP 9. The migrated company data is stored in the default Tally.ERP 9 folder and prefixed with a zero.