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Course Module 05

Customization & Integration in TallyPrime

Advanced Level 2 Weeks Duration Hindi / English

Course Overview

The Customization & Integration Module in TallyPrime allows businesses to modify reports, automate workflows, and integrate TallyPrime with external tools like Excel, banks, and government portals. This module helps users go beyond basic accounting and use TallyPrime in a smarter, faster, and more flexible way.

Learning customization and integration is ideal for advanced users, MIS executives, and growing businesses looking to tailor Tally to their specific needs.

Why Learn Customization?
  • Tailor TallyPrime to business needs
  • Save time with automation
  • Improve reporting accuracy
  • Gain better control over data
Key Benefits
  • Connect with external systems
  • Customized business reports
  • Automated accounting workflows
  • Time & cost savings

Module Syllabus

01
Report Customization
  • Customize report formats & columns
  • Apply filters and advanced configurations
  • Drill down into detailed reports
  • Create management-ready reports
02
TDL Basics (Definition Language)
  • Introduction to TDL structure
  • Modify existing reports using TDL
  • Create simple custom reports
  • Understand Tally architecture
03
Data Import & Export
  • Import bulk data from Excel
  • Export reports to Excel, PDF & XML
  • Data synchronization basics
  • Maintain data accuracy during transfer
04
Integration with Excel
  • Export accounting & MIS reports to Excel
  • Create live Excel-based MIS dashboards
  • Modify data in Excel and re-import
  • Advanced analysis using Pivot Tables
05
Banking & Payment Integration
  • Bank statement import (Auto-Reconciliation)
  • Generate payment files for bulk transfer
  • Integration with online banking portals
  • Speed up daily banking operations
06
GST & Compliance Integration
  • Export data for GST portal filing
  • E-Invoice & E-Way Bill integration
  • Compliance-ready report generation
  • Statutory filing automation
07
Automation Tools
  • Voucher duplication & templates
  • Auto calculations & recurring entries
  • Advanced keyboard shortcuts
  • Workflow optimization techniques

Job Roles & Salary Scope

MIS Executive ₹25k - ₹40k
Tally Developer ₹30k - ₹50k
Senior Accountant ₹35k - ₹60k

Who Should Enroll?

  • Advanced TallyPrime Users
  • Accountants & MIS Executives
  • Tally Developers
  • Business Owners & Managers
  • CA Office Staff
  • IT Professionals in Finance

Frequently Asked Questions

Basic logic is required, but you don't need to be a programmer. Tally's language is relatively simple to learn for customization.
Yes, by importing bank statements (Excel/CSV), TallyPrime can auto-match transactions, saving hours of manual work.
Yes, we cover extensive Excel integration, including exporting reports for MIS dashboards and importing data back into Tally.
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