📚 Complete Tally ERP 9 Course – With Tricks & Tips

I’ll break this into modules so it works like a full course — starting from basics, moving to advanced features, and including pro-level shortcuts, automation tricks, and real-world business cases.

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📚 Complete Tally ERP 9 Course – With Tricks & Tips

Module 1 – Introduction to Tally ERP 9

• What is Tally ERP 9?
• Features & Benefits
• Difference between Tally ERP 9 & Tally Prime
• Installing & Activating Tally
• Navigating Tally’s Interface like a Pro
  • Tip: Press Ctrl+K to activate calculator anytime inside Tally.
  • Tip: Use Alt+G (Go To) to jump to any report instantly.

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Module 2 – Company Creation & Setup

• Creating a new company (Local & GST-enabled)
• Setting up:
  • Financial year
  • Currency symbols
  • Base currency
• Security Controls: Enabling user-level access control
• Backup & Restore company data
  • Pro Tip: Always keep auto-backup ON to avoid data loss (F12 → General Configuration).

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Module 3 – Accounting Basics in Tally

• Understanding Ledger & Groups
• Creating:
  • Assets
  • Liabilities
  • Income
  • Expenses
• Golden Rule Shortcut: Real → Debit what comes in; Nominal → Debit expenses/losses; Personal → Debit receiver.
• Practical:
  • Create Ledger for Customers, Suppliers, GST, Bank, etc.
• Shortcut: Use Ctrl+C and Ctrl+V in ledger creation to copy/paste details quickly.

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Module 4 – Voucher Types & Entries

• Types of Vouchers:
  • F4: Contra (Bank to Cash, etc.)
  • F5: Payment
  • F6: Receipt
  • F7: Journal
  • F8: Sales
  • F9: Purchase
• How to enter single & multiple vouchers
• Tip: Use Ctrl+V in payment voucher to activate post-dated cheques.
• Trick: In sales voucher, press Alt+C to create an item or ledger on the spot.

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Module 5 – Inventory Management

• Creating Stock Groups, Categories, Units
• Adding Stock Items with opening quantity & rate
• Multiple Godowns
• Stock Transfers & Adjustments
• Batch-wise & Expiry-date tracking
• Pro Tip: Use Ctrl+E to view stock aging instantly.

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Module 6 – GST in Tally ERP 9

• Enabling GST & setting tax details
• Creating GST Ledgers (CGST, SGST, IGST)
• GST-compliant Sales & Purchase entries
• GST Returns (GSTR-1, GSTR-3B) in Tally
• Trick: Press Alt+R in reports to remove lines temporarily for better view.

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Module 7 – Banking Features

• Bank Reconciliation in Tally
• Cheque Printing Setup
• e-Payments & e-Receipts
• Pro Tip: Use Ctrl+N for the calculator while reconciling bank statements.

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Module 8 – Payroll & Employee Management

• Enabling Payroll
• Creating Employee Groups & Employees
• Defining Salary Structures
• Processing Salary Vouchers
• PF, ESI, TDS in Payroll
• Trick: Use Alt+P for instant printing of payslips.

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Module 9 – Advanced Accounting Features

• Cost Centers & Cost Categories
• Job Costing & Project Tracking
• Multiple Currencies
• Interest Calculations (Simple & Compound)
• Pro Tip: Press Alt+F1 in any report for full detail view.

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Module 10 – Reports & Analysis

• Balance Sheet, Profit & Loss, Trial Balance
• Ratio Analysis & Cash Flow
• Inventory Reports
• GST Reports & Audit
• Trick: Use Alt+F12 to filter any report by date, ledger, or amount instantly.

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Module 11 – Data Security & Maintenance

• Password Protection & Tally Vault
• Data Split for new financial year
• Synchronization between branches
• Pro Tip: Use Ctrl+Alt+R to rewrite company data in case of corruption.

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Module 12 – Productivity Tricks & Shortcuts

• Master Shortcut Keys:
  • F2: Change date
  • Ctrl+A: Save instantly
  • Ctrl+H: Change mode (Invoice/Accounting)
  • Alt+F1: Detailed view
  • Alt+G: Go to feature
• On-the-fly Ledger & Stock creation
• Speed entry using “Duplication” (Alt+2) in Day Book.