
Maintaining healthy accounting data is just as important as recording it correctly. In this guide, we explore TallyPrime troubleshooting and data management features to resolve common errors, take secure backups, restore data, split financial years, and manage file integrity. These features help ensure your books are always clean, compliant, and recoverable.
โ Basic Requirements Before You Begin
Make sure you have the following:
- โ Admin or owner-level access in TallyPrime
- โ Backup storage location (USB, Drive, or Cloud)
- โ Updated TallyPrime version
- โ Basic understanding of company data and folder paths
- โ License details & configuration backed up (if reinstallation needed)
โก Quick Shortcuts
| Task | Shortcut |
|---|---|
| Backup Company Data | Alt + Y โ Data โ Backup |
| Restore Company Data | Alt + Y โ Data โ Restore |
| Verify Company Data Integrity | Ctrl + Alt + V |
| Split Financial Year | Alt + Y โ Data โ Split Company |
| Re-accept voucher entries | Ctrl + A (on voucher screen) |
๐ Most Common Errors in TallyPrime and How to Fix Them
| Error Message | Cause | Fix |
|---|---|---|
| “File not found” or “Company not found” | Wrong data path selected | Set correct data path in F12: Configuration |
| “Voucher number already exists” | Duplicate entries | Alter voucher type to prevent duplicates |
| “Tally stopped working” | Software corruption or plugin issue | Reinstall Tally and clear temp files |
| Data not syncing over LAN | Network mapping or firewall issue | Use mapped drive and allow through firewall |
| TDL errors on startup | Incorrect code or missing module | Disable custom TDL temporarily |
๐ฆ How to Take Company Backup in Tally
Backing up ensures you don’t lose your valuable financial data.
Step-by-Step Backup Process
| Step | Action |
|---|---|
| 1 | Go to Gateway of Tally |
| 2 | Press Alt + Y โ Select Data |
| 3 | Choose Backup option |
| 4 | Select the company you want to back up |
| 5 | Provide destination path (local/USB/drive/cloud) |
| 6 | Press Enter โ backup zip file will be created |
๐ Backup is stored in .900 format under the specified folder.
โป๏ธ How to Restore Company Data in Tally
Use restore when you need to recover a lost or old company file.
| Step | Action |
|---|---|
| 1 | Go to Gateway of Tally |
| 2 | Press Alt + Y โ Select Restore |
| 3 | Browse and select the backup folder |
| 4 | Tally lists available backup files |
| 5 | Select the required company and restore |
๐ Restored companies may require password access if backup was encrypted.
๐ Splitting Financial Year in TallyPrime
Use this feature to split books without losing historical data.
Ideal When:
- Starting a new financial year
- Want to archive older data
- File size is slowing down performance
Steps to Split Data
| Step | Action |
|---|---|
| 1 | Go to Gateway of Tally |
| 2 | Press Alt + Y โ Select Split Company Data |
| 3 | Choose your company |
| 4 | Select split date (e.g., 1-Apr-2024) |
| 5 | Tally creates two companies โ pre & post split |
โ ๏ธ Verify your data before and after split to avoid mismatches.
๐ Securing Your Data & Preventing Corruption
- โ Regular weekly backups (automate via TDL if needed)
- โ
Do not abruptly close Tally โ always use
Quitoption - โ Use licensed antivirus for systems running Tally
- โ Create user roles and access control to prevent unauthorized changes
- โ Avoid editing XML or exported files unless required
๐ Practical Guide: When to Use Which Option
| Task | Tool to Use |
|---|---|
| Create safe copy | Backup |
| Recover deleted company | Restore |
| Start new year file | Split company |
| Fix data corruption | Rewrite company (F11 > Rewrite) |
| Audit recent changes | Audit Trail & Edit Log |
๐ก๏ธ Tips to Optimize Data Safety in Tally
- ๐งพ Use TallyVault to encrypt company data
- ๐ Store backups in Google Drive or Dropbox
- ๐งโ๐ผ Give read-only access to users who donโt need edit rights
- ๐๏ธ Set up automatic weekly backups using scheduler or batch file
- ๐งฎ Use ODBC export for creating shadow files
โ Common Scenarios and What to Do
| Scenario | What to Do |
|---|---|
| File corruption detected during audit | Restore from previous backup |
| Accidental deletion of company | Restore from backup or check Recycle Bin |
| Company not appearing on list | Recheck data path or use Select Company |
| Tally taking time to load | Split company or optimize data files |
| Duplicate ledgers created by mistake | Use Merge Ledgers or delete manually |
โFAQs on TallyPrime Troubleshooting and Data Management
- What is the safest way to back up data in Tally?
Use the inbuiltAlt + Yโ Backup option and save to an external drive. - Can we restore from an old version backup?
Yes, Tally auto-converts older backups during restoration. - How often should I back up my data?
At least once a week, and daily for high-volume businesses. - What happens during a data split?
Tally creates two companies โ one for the period before the split date and one after. - Can Tally recover corrupted files?
Yes, usingRewrite Companyfunction. But always keep a backup. - What is TallyVault and why use it?
TallyVault encrypts company data and requires a password for access. - Is it safe to keep backup on the same system?
No. Always use external drives or cloud storage. - Can I automate backup in Tally?
Yes, using custom TDL or third-party scheduler tools. - Will split data reflect all vouchers and ledgers?
Yes, but you must verify correctness post-split. - How to check if company data is corrupt?
Open company โ if it fails or gives data errors, it’s likely corrupt. - Which is the Homepage for GST?
- GST Portal Homepage
