Tally ERP 9 Basic to Advanced Training Course

Name: Tally ERP 9 Basic to Advanced Training Course
Rating: 4.3 (197 reviews)

Tally ERP 9 Basic to Advance Training Course Inventory, Production, Payroll, VAT, Cost Centres, Price List, Tax

Created byAccountech Training & Solutions

Last updated 8/2026

English

English [Auto],

What you'll learn

Create And Manage Company In Tally ERP 9
Understand Tally Interface And Accounting Concepts
Create Ledgers And Enter Opening Balances
Manage Customers, Vendors, And Inventory
Record Daily Transactions (Sales, Purchases, Payments, Receipts)
Handle Sales Orders, Purchase Orders, And Invoices.
Manage Customer Advances, Returns, And Bad Debts
Perform Inventory Management And Loss Adjustments
Generate Trial Balance, Profit And Loss, And Balance Sheet
Implement Manufacturing Process Using Bill Of Materials (BOM)
Manage VAT, Payroll, And Cost Centers
Handle Multi-Currency And Multi-Location Inventory
Customize Reports And Perform Data Backup And Restore

Course content

3 sections • 92 lectures • 5h 49m total length

Introduction1:51
Install Tally ERP 9, open the program, create a company, back up, restore, and quit, while using shortcuts like c for create company, b for backup, and q for quit.
Create a New Company in Tally8:36
Create a company in daily erp, entering the name and opening balances for a trading business. Set up admin access and currency as rupees, and define the fiscal year start.
Important Message1:23
Learn how to rate and review the tally ERP 9 course after just the 15 minutes of video content, including selecting five stars, writing comments, and saving your feedback.
Understanding the Interface of Tally ERP3:06
Explore the Tally ERP interface, divided into masters and transactions; create ledgers, customers, vendors, and inventory items before daily transactions, and access display reports like balance sheet and profit law.
Understanding Tally Masters and Single Ledger Creation Mode10:50
Explore setting up the chart of accounts and opening balances in Tally ERP 9, covering assets, liabilities, capital, and retained earnings. Learn ledger creation and the role of control accounts.
Entering Ledgers From Multi Ledger Creation Mode3:26
Learn to create ledgers from multi ledger creation mode in tally erp 9, including fixed assets and accumulated depreciation for land, buildings, and motor vehicles.
Using Alter Mode and Entering Further Ledger Balances6:01
Explore alter mode to enter further ledger balances, verify existing ledgers in masters accounts, and record debits and credits for cash, bank, fixed assets, and accrued expenses.
Entering Customer and Supplier With Control Account Opening6:21
Enter customer and supplier balances against ledgers to update the control accounts, verify the trial balance, and reconcile opening balances using accounts receivable, sundry debtors, and accounts payable.
Inventory Creation and their opening balances6:19
Create and manage inventory opening balances in Tally ERP 9 by establishing stock items and store groups, defining major categories, units, and generating an opening balance report.
Cash Purchases of Fixed Assets in Tally4:07
Learn how to record cash purchases of fixed assets in Tally ERP 9, using journal and payment entries, including creating a furniture fixed asset ledger dated 3 January 2018.
Dealing With Prepaid Rent In tally3:04
Record prepaid rent as a cash prepayment in tally and classify it as an asset. Then expense it monthly as the benefits are consumed.
Dealing With Security Deposits in tally3:40
Record a January 2018 cash security deposit for a shop as an other asset in Tally, create the security deposit account, and review day book entries.
Dealing with Paint and Renovation Expenses1:45
Received Cash from Customer Against opening balance2:29
Record a receipt from Mr. Mubarak against the opening balance in Tally ERP 9, entering 40,000 as on account and updating the customer balance.
Entering Purchase Invoices on Credit4:30
Learn to record credit purchase invoices in Tally ERP 9 for car parts trading, set default credit terms, enter vendor and item details, and create stock items.
Entering Purchase Invoice With New Vendor3:01
Create a new vendor in Tally ERP 9 and enter a purchase invoice with item quantities and amounts, selecting the ledger and setting price control to no.
Handing Cash Sales In Tally2:21
Learn how to process a cash sale in Tally ERP 9, selecting cash as party name, posting to the sales and stock ledgers, and updating inventory and net sales.
Dealing With Customer Advances1:47
Learn to record cash advances from customers in Tally ERP 9, entering cash received against a future sales order, with reference and narration, then save.
Handling Sales Orders5:52
Enable order processing in Tally ERP 9, create a sealed sales order, enter ledger and line items with maturation dates, and confirm the document before transfer to sales invoice.
Entering Direct Sales In Tally3:17
Enter direct sales in tally ERP 9 by posting an invoice for a regular customer without a formal order, then enter line items, totals, and narration before finalizing.
Dealing With Purchase Orders in Tally3:55
Master how to handle purchase orders in tally erp 9 by enabling features, creating orders with templates, entering party details, items, quantities, rates, and reviewing totals.
Dealing With Bad Debts2:33
Explore how to deal with bad debts in Tally ERP 9 by expensing uncollectible receivables via a journal entry, using debit instead of two-way entry, and adjusting on account.
Purchase of Services3:13
Record a service purchase in tally erp 9 by converting the invoice from item to service, posting to accounts payable, and noting packing charges.
Partial Payments of Purchase Invoices1:56
Learn to process partial payments of purchase invoices in Tally ERP 9 by settling 30,000 against a 45,000 balance via cheque, selecting bank and reference, and recording a check number.
Convert Sales Order to Sales Invoice3:06
Learn to convert a sealed sales order to a sealed sales invoice in Tally ERP 9, switching from a service to an item invoice and entering narration.
Dealing With Purchase Returns2:40
Learn how to manage purchase returns in Tally ERP 9 by issuing debit notes, converting vouchers to invoice templates, and recording vendor returns.
Dealing With Sales Returns in Tally1:48
Customer Full Account Settlement Against Cash2:06
Learn how to settle a customer's full account against cash in tally erp 9 by applying a cash receipt to open balance and outstanding invoices, ensuring complete settlement.
Convert Purchase Order to Purchase Invoice2:10
Learn to convert a purchase order to a purchase invoice, adjust the invoice date after the audit date, select order 49, and save once all items are delivered.
Loss of Inventory Adjustments in Tally3:34
Understand loss of inventory adjustments in tally, distinguishing normal versus abnormal losses, and apply journal entries to post expenses and reduce stock.
Rent Expense Adjusted Against Advance Rent Prepayment2:23
Adjust January rent expense against the advance rent prepayment by debiting rent expense and crediting the advance for one month, then update ledgers and prepare reports.
Extracting Trial Balance report4:02
Extract the trial balance report from the main screen, view ledger debit and credit, and export to Excel with a file name and closing balances.
Extracting Profit and Loss Account3:07
extract and view profit and loss accounts in tally erp 9, switch between the standard and vertical formats, and export the report to excel while adjusting margins.
Extracting Balance Sheet Report1:51
Learn to extract and view balance sheet reports in table and vertical formats, switch assets and liabilities, review ledger and bank cash details, and attach reports for reconciliation.
Report Customization in Tally ERP4:08
Learn to customize Tally reports by using daily auto columns, filter by voucher type and narration, and quickly locate entries in trial balance and profit and loss.

Introduction to Manufacturing Company Assignment1:49
Learn how a manufacturing company uses a bill of materials to convert raw materials into shirts and pants. Explore linking customers, suppliers, control accounts with inventory and sales, payments, receipts.
Creating a New Manufacturing Company in Tally3:51
learn to create a new manufacturing company in tally erp 9, set opening balances, ledgers, inventory, and currency for initial data entry.
Entering Opening Ledgers and Thier Balances5:18
Enter opening ledgers and their trial balances for bank, cash in hand, stock, debtors, creditors, and machinery, and classify items under loans, current liabilities, reserves, and capital.
Customer and Vendor Opening Balances and Control Account Linkage4:03
Learn how to set up customer and vendor opening balances in Tally ERP 9, linking accounts receivable and accounts payable to control accounts and verify via trial balance.
Inventory Opening Balances and Control Account Linkage5:54
Enter opening stock balances in Tally ERP 9 by defining units, creating stock items for raw materials, and linking to the control account to reconcile the trial balance.
Method of Bill of Material For Finshed Goods4:18
Learn to create finished goods and define a bill of materials with the recipe management system, detailing a shirt's materials: cloth, thread, zips, and buttons, with automatic resource deduction.
Acccrued Expenses Paid by Cash4:23
Enter accrued expenses paid by cash by recording a journal entry, clearing the 200,000 payable from last year in the cash ledger and payment area.
Purchased Order Placement to Vendor2:42
Place a purchase order to a vendor in Tally ERP 9 by entering the order in inventory vouchers, enabling party order processing, and recording quantity and value.
Converting Purchase Order to Purchase Invoice1:51
Learn how to convert a purchase order to a purchase invoice in Tally ERP 9, including selecting orders, entering batch details, and processing the invoice.
Direct Purchase of Multiple items in One Invoice4:50
Learn to record a direct purchase of multiple items in a single invoice using Tally ERP 9, including creating a vendor, assigning accounts payable, and entering item lines and totals.
Entering Sales Order of Finished Goods Without Stock3:56
enter a finished goods sales order without stock, handle negative stock warning, and initiate bulk manufacturing to fulfill the order.
Cash Taken out of Bank1:50
Learn how to record cash withdrawal from bank for office use by enabling cash accounts in journal entries, creating a journal entry, and updating the ledger for daily cash-based transactions.
Recieving Payments from Customers1:29
Record cash received from a customer in Tally ERP 9, select cash, enter the amount, verify balance, post to on account with narration, and save.
Customer Partial Receipts settlement1:23
Enter and settle customer partial receipts in tally erp 9 by recording cash received, verifying against references, clearing the opening balance, and adding narration.
Dealing With Service Invoices on Credit4:01
Learn to raise service invoices on credit in Tally ERP 9, handling regular vendors with credit terms, posting under direct expenses, and configuring date field reminders to ensure journal entries.
Cash Purchase Of Services in Tally1:54
Learn how to record a cash purchase of services from a one-time vendor in Tally by paying cash and including the vendor name in narration, not in the vendor list.
Receipt of Customer Advances1:40
Record a cash advance from a new customer against a sales order in tally erp 9, creating the customer, selecting advance, and updating accounts receivable without affecting inventory.
Dealing With Customer Sales Order Against Finished Goods2:05
Manage a sales order against finished goods, reviewing order no. 27 for 1800 units, due in January 2019, with no stock currently available.
Travelling Expenses Paid By Bank2:59
Record travelling expenses paid by bank cheque in Tally ERP 9 by selecting the right company, posting to the travelling expenses account, and using narration to locate entries.
Dealing With Repair and Maintenance Expenses1:22
Learn to manage repair and maintenance expenses in Tally ERP 9, from basic to advanced techniques.
Purchasing Motor Vehicles By Cash2:04
Record a cash purchase of motor vehicles as a fixed asset in Tally ERP 9, using the motor vehicles asset account and payment via MCP bank, dated 14 June.
Manufacturing Finished Goods From Raw Material3:53
Enable production, use the stock journal and manufacturing journal to assemble shirts from a recipe, consume raw materials, and calculate per-unit cost with fixed costs in Delhi.
Producing Ginished Goods Assemblies1:15
Learn how to record finished goods assemblies in tally ERP 9 by listing assembly items, setting quantities, and finalizing manufacturing steps.
Entering Bad Debts in Manufacturing Company2:00
Record bad debts in a manufacturing company using journal entries, settling invoices on account or against reference, and capturing the opening balance with narration.
Convert Sales Order to Sales Invoice2:04
Learn how to convert a sales order to a sales invoice in Tally ERP 9, switch from the accounting invoice template to the item invoice, and review sales ledger.
Entering Direct Sales In tally2:32
Enter a direct sale in tally erp 9 by recording 500 shirts at 400 each (total 200,000) and manage no order reference, plus configure skip date field.
Partial Conversion of Sales Order to Invoice2:50
Convert a sealed sales order to a sealed invoice in Tally ERP 9 by updating the date, selecting the pending order, and adjusting delivered quantity from 3000 to 2800 shirts.
Receiving Money From Customers Against Pending Bills1:34
Record cash receipts from customers against pending bills in Tally ERP 9, applying payments to outstanding balances with references and opening balance adjustments.
Dealing With Partial Payments for Vendors2:09
Learn to manage partial payments for vendors in tally erp 9, record payments, handle opening balances, and apply references and narration for bank transactions.
Dealing With Payments of Fixed assets and Liabilities2:28
learn how to record cash payments for fixed assets and liabilities in tally erp 9, including office equipment purchases and loan repayments, with proper asset and liability accounts.
Purchase return Debit note Treatment in Tally2:40
Explore how to handle purchase returns in Tally ERP 9. Learn about debit note entry, enabling debit and credit options, and converting a return to an invoice for vendor reconciliation.
Sales Return Credit Note Treatment1:35
Process a sales return by issuing a credit note for returned shirts and recording the debit/credit entries, including invoice date and the 200 shirts reference.
Purchase of Direct Services in Cash1:32
Learn to record a direct cash purchase of services in Tally ERP 9, create the expense ledger, and ensure no inventory impact while selecting the correct amount.
Dealing With Drawings for Manufacturing Company1:57
Learn how to record drawings for personal use in a manufacturing company via a journal entry, debiting drawings and crediting cash for 45,000 after enabling cash accounts in journal.
Dealing With Inventory Loss in Manufacturing Company2:05
Demonstrates recording an abnormal inventory loss through a journal entry, creating an inventory loss account, classifying it as an indirect expense, and allocating 500 units without affecting inventory values.
Transfer of Utility Bills to Accrued Expenses3:01
Learn to transfer utility bills to accrued expenses in tally erp 9, debiting indirect expenses and crediting accrued expenses in the current period.
Trial Balance Report and File to reconcile2:26
Extract the detailed trial balance from the display menu to view all ledgers and their debit and credit balances, then export to excel and use it to reconcile balances.
Closing Reports6:51

Taking Company Backup2:44
Learn how to take a company backup in Tally ERP 9, including selecting source and destination drives, naming the backup folder, and handling multi-company backups for quick recovery.
Restoring the Backup file in Tally1:14
Learn how to restore a Tally backup by selecting the source, choosing the destination, and confirming. You can restore even if you don’t have the original company, to another profile.
Deleting a Company2:15
Learn two methods to delete a company in tally erp 9: delete within the daily by confirming the serial number, or delete the data from the back end folder.
Supplier Account Reconcilliation9:35
Learn how to perform supplier account reconciliation by matching supplier statements with company ledgers, verify invoices with store records, and prepare payment with proper narration and documentation.
Manage Stock at Multiple Locations by Godowns10:54
Learn to manage stock across multiple godowns, generate daily inward and outward reports per location, and view total stock via monthly and daily summaries and detailed ledgers.
Defining Standard Rates in Tally5:21
Enable standard rates for stock items in inventory settings, then define date-based standard costs and alternate rates to automatically reflect selling prices across periods.
VAT Calculation in Tally7:54
Learn to compute value added tax in tally ERP 9, comparing input VAT on purchases with output VAT on sales in Delhi, and record payable VAT, payments, and ledgers.
Vat Report Customization to Columnar format2:09
Explore how to customize vat reports into a columnar format by adjusting column settings, enabling details such as invoice amount, vat, and totals, then export to Excel for two-column reports.
Managing Staff Advances with Cost Centre Feature16:01
Learn to manage staff advances with Tally ERP's cost centre and call centre features, creating staff advances and salary payable categories and tracking per-employee advances.
Full Payroll System in Tally13:00
Set up a full payroll system in tally erp 9 by creating a company and enabling payroll features. Define basic salary, overtime, advances, and withholding tax for payslips.
User Access Rights in Tally7:17
Configure user access rights in Tally ERP 9 using admin security controls to set data entry levels and restrict access to account masters, ledgers, and backdated voters.
Dealing With Foreign Currencies and Exchange Rates in Tally4:35
Enable and configure multiple currencies in Tally, create dollars, set exchange rates, and record currency-based transactions to recognize gains or losses.
Print Invoices in Tally - Complete Print Settings7:52
Set up sealed invoice printing in Tally, adjust date range, language, title, and company details, preview before printing, and save as a desktop printable file when a printer is unavailable.
Use of Statistics Report3:11
Learn to generate and analyze statistics reports in tally erp 9 using Ravi textiles and js machine company data to view vouchers, ledgers, and monthly journal entries.
Setting Reorder Level in Tally8:42
Set and monitor the reorder level in tally to maintain buffer stock, account for on-order quantities, and trigger purchase orders when stock falls below the minimum reorder quantity.
Import of Data in Tally4:16
Learn how to create a new Tally ERP 9 company and import opening balances from the previous year by exporting and importing masters in a data interchange format.
Setting Discounts on Sales Invoices8:23
Learn to set discounts in Tally ERP 9: enable discount column for invoices, set up multiple price levels, define retail and wholesale prices, and configure quantity-based discounts on sales invoices.
Bonus Section0:55
Congratulations0:45

Requirements

No Prior Experience Required (Beginner Friendly)
Basic Knowledge Of Accounting Is Helpful
A Computer Or Laptop With Tally ERP Installed
Willingness To Practice Real Business Scenarios

Description

This Tally ERP 9 Basic to Advanced Training Course is a complete, practical, and project-based program designed to help you master accounting, inventory management, and manufacturing workflows using Tally ERP 9.

The course begins with a complete trading company project, where you will learn how to create a company, understand the Tally interface, and work with masters, ledgers, and inventory. You will learn how to enter opening balances, manage customers and suppliers, and record daily accounting transactions such as purchases, sales, payments, and receipts.

You will gain practical experience in handling real-world business scenarios, including prepaid expenses, security deposits, fixed asset purchases, customer advances, sales orders, purchase orders, bad debts, and returns. The course also teaches you how to manage inventory adjustments, loss of stock, and financial reporting, including Trial Balance, Profit and Loss, and Balance Sheet.

To enhance your practical knowledge, the course includes a complete manufacturing company assignment, where you will learn how to manage raw materials, create finished goods using Bill of Materials (BOM), process production transactions, and handle complex accounting entries such as accrued expenses, partial payments, and inventory control.

In the advanced section, you will learn powerful features of Tally ERP 9 such as VAT calculation, payroll management, cost centers, multi-location inventory (godowns), multi-currency transactions, report customization, backup and restore, data import, and user access control.

By the end of this course, you will be able to confidently handle complete accounting operations, inventory management, and manufacturing processes in Tally ERP 9, making you job-ready for accounting and finance roles.

Who this course is for:

Accounting And Finance Students
Beginners Learning Tally ERP 9
Accountants And Bookkeepers
Business Owners Managing Their Own Accounts
Professionals Working In Trading And Manufacturing Companies
Anyone Wanting Practical Accounting Skills

Tally ERP 9 Basic to Advanced Training Course

What you'll learn

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Course content

Trading Company Practical Project35 lectures • 2hr 6min

Manufacturing Company Assignment38 lectures • 1hr 47min

Tally Frequently Asked Questions (FAQS) Advance Topics19 lectures • 1hr 57min

Requirements

Description

Who this course is for: