#remote access in tally erp 9 doubts

[izoecloudservices]

Getting Started with TallyPrime: Beginner’s Guide

If you’re running a business in India, you’ve already heard of Tally. It’s one of the most trusted accounting software solutions for small and mid-sized businesses. From managing your sales and purchases to generating GST-compliant invoices and financial reports, Tally does it all — quickly and reliably.

In this blog, we’ll walk you through the basics of using TallyPrime, step by step. Whether you’re just exploring or ready to go live with your accounts, this guide is designed to help you get started quickly and correctly.

Before diving into the setup, it’s important to know that Tally has evolved over the years, from older versions like Tally ERP 9 to the latest TallyPrime. If you’re unsure which version suits your business or curious about what changed over time, check out our full blog on All Versions of Tally

Step-by-Step Guide to Start Using TallyPrime

Step 1: Install Tally on Your System

Visit the official Tally Solutions website.

Look for the Download Tally or Tally License section.

Download the latest version — TallyPrime.

Run the setup file and follow the installation instructions.

Note: While many people search for terms like “Tally free version download”, it’s best to avoid unofficial sources. These versions may be pirated, outdated, or unsafe. Only download Tally from the official site or get help from a certified partner like Izoe.

Step 2: Activate Your License

Launch TallyPrime after installation.

If you’ve purchased a license, enter your serial number and activation key.

If not, you can use the 30-day free trial to explore the software before buying.

Tip: Not sure whether to go with a Single User (Silver) or Multi-User (Gold) license? Izoe helps you choose the right one and assists with activation too.

Step 3: Create a Company Profile

Press Alt + F3 from the dashboard and select Create Company.

Fill in basic details: company name, financial year, address, etc.

Save the profile to begin working.

Step 4: Set Up Ledgers and Accounts

Go to Accounts Info → Ledgers → Create.

Start with essential ledgers like Cash, Bank, Sales, Purchases, and Expenses.

Group them appropriately to make future reporting simpler.

Step 5: Add Inventory (if applicable)

Navigate to Inventory Info to set up stock items.

Create item categories, units of measurement, and GST rates.

Add opening stock values if needed.

Step 6: Start Recording Transactions

Tally uses vouchers to record every transaction.

Go to Accounting Vouchers (press V on the main screen).

Choose a voucher type like Sales, Receipt, Payment, or Journal.

Fill in the details and save the entry.

Step 7: Check Your Financial Reports

One of the reasons Tally is so powerful is its ability to generate real-time reports.

Use the Display Menu to access reports like Balance Sheet, Profit & Loss, Stock Summary, and GST Returns.

These are updated instantly based on the data you’ve entered.

A Quick Note 

Now that you’ve seen how simple it is to get started with Tally, let’s talk about the most searched topics around it — especially related to downloads, free versions, and licenses.

Many users get confused when they look for terms like “Tally download for free” or “Tally full version free download”. Some even end up installing cracked or outdated files that compromise both data and system safety.

Conclusion

There’s no doubt that tally prime is one of the most reliable accounting tools out there — but starting with it doesn’t have to feel overwhelming.

At iZoe, we make it easier by helping you:

Select the right Tally license

Complete setup and installation

Enable secure cloud backups and remote access

 Connect with our team today and get started with the latest version of Tally — tally prime 6.0 right way — no trial-and-error, just results.

[yennes-infotech]

Common queries of an amateur Tally ERP 9 customer regarding Remote Access

The are the top 4 frequent queries from an amateur user of the Tally ERP 9 software regarding the Remote Access feature

1. Do I need to have a licensed Tally ERP 9 for Remote Access?

No, you can access remotely using the educational version.

2. Do I require to keep my Tally ERP 9 loaded and connected with internet to do Remote Access?

Yes, you are required to do that. Also you need to open and connect the company(s) you want to access. 

3. Can I provide access to my partner also? Yes you can. It can be your partner, your employee or even your auditor.

4. Once I allow remote access to a person, can I restrict my sensitive data from getting viewed and modified?

You are the owner of your data. You can decide who to give access to and what data such people can access.