Remote-access Guide

how to take tally backup from remote access

by Nakia O'Reilly V Published 3 years ago Updated 2 years ago
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Log in to Tally. ERP 9 from anywhere
  1. Go to Company Info. > Login as Remote User , if you are using a licensed version of Tally. ...
  2. Enter your Tally.NET ID and password.
  3. Select the required remote company. On successful authentication, the remote user details are displayed in the Gateway of Tally screen.

What is required for remote access in Tally?

Only users with a valid Tally.NET ID will get remote access. The account ID (e-mail ID used to activate your Tally license) is a valid Tally.NET ID. Next, you can create additional Tally.NET IDs for other users requiring remote access. Then, you have to click on the connect button to connect your company.

How can I remotely connect to Tally using VPN?

There are two ways to doing this; using a hardware firewall or a software VPN. In this, you have to install a VPN client on the remote computer and can directly connect to your office LAN from wherever you are. Your data resides in the office at all times. This is also a highly secure way of accessing your Tally.

How can I transfer Tally to another computer?

Step 1: Open Tally software and surrender the license. Step 2: Copy the data from its location. Step 3: Install Tally on a different system and run it as an administrator. Step 5: Enter the email address on which you had purchased the single-user license.

How can I access Tally data on network?

If you are not aware of the Data Name click on S : Server Data Loc. or press Alt + S to get the List of Tally. Server Data Locations (Data Names). Select the required name and press Enter . Select the required Company Name from the List of Companies to start working on it.

Can I access Tally remotely?

You can securely access your Tally. ERP 9 from anywhere to record transactions, or view reports when working from a client's office, or other remote locations. All you need at the remote location is a Tally. ERP 9 installation, and an internet connection.

How do I use Tally prime remote access?

In TallyPrime at the remote location, log in using your Tally.NET ID and password. Enter your Tally.NET ID and password. Select the required remote company. On successful authentication, the remote user details are displayed in the Gateway of Tally screen.

Can we transfer Tally ERP 9 to another computer?

Yes, you can move Tally. ERP 9 from one computer to another.

How can I transfer my Tally from one laptop to another laptop?

1:573:40How to Transfer Tally Data from One Computer to Other ComputerYouTubeStart of suggested clipEnd of suggested clipDe cela qu on leur.MoreDe cela qu on leur.

Can we access Tally in Mobile?

Tally on Cloud facilitates your tally account to be used from multiple locations with one Tally license and gives you the flexibility of accessing from any device including PC, Laptops, iPads, and Android/ iOS mobile as well.

How can I access Tally from Google Drive?

Steps : Configuring Google Drive Account on your Tally on Cloud Server.Enter Password for the same Google drive account, Click on "Next".Click on "Allow" Button.

How can set Tally data from server?

Server 9 Monitor,From Company View or User View , click S : Manage Server or press Alt + S.Click F4: Server Setup or press F4. ... Place the cursor on L : Tally.ERP 9 Gold License and press Enter , or press Alt+L.The Tally.ERP 9 Gold License Configuration screen will appear. ... Accept the screen to save the changes.More items...

How can I use Tally in different location?

Activate Tally. ERP 9 License as a Multi-Site AccountStart Tally. ... Click A : Activate Your License in the Startup screen, as shown below: ... Click F2: Multi-Site to view the Site License Activation screen.Enter the Serial Number and Activation Key .Enter the Account ID to which you want to add this license.More items...

How can I use Tally in different location?

Activate Tally. ERP 9 License as a Multi-Site AccountStart Tally. ... Click A : Activate Your License in the Startup screen, as shown below: ... Click F2: Multi-Site to view the Site License Activation screen.Enter the Serial Number and Activation Key .Enter the Account ID to which you want to add this license.More items...

How can I access Tally from mobile?

Mobile device with platform Android or Apple....Just follow 3 steps and you will be done:Download the desktop app on the PC where your tally is installed.Create your account and select companies you want to see on your mobile.Download the mobile app and sign-in using the same credentials.

How do I access remote desktop connection?

On your local Windows PC: In the search box on the taskbar, type Remote Desktop Connection, and then select Remote Desktop Connection. In Remote Desktop Connection, type the name of the PC you want to connect to (from Step 1), and then select Connect.

What is Tally Cloud?

Tally on Cloud is a service that will take your offline Tally software on cloud. You will be able to access your Tally data from anywhere and at anytime and from any device. An easy low maintenance and economical way of running your Tally. ERP 9 is through Tally On cloud.

Method 2: – Access Tally Remotely by Using Virtual Access Feature

Tally has evolved to the next level after a long time, Now the tally itself provides a feature to access tally remotely. To achieve this, you can use RDP, Citrix, and Cloud tools. After making tally compatible with all these tools, it is named Tally Virtual Access.

Method 3: – Use Tally on Mobile App to Access Tally Remotely

Using a mobile app to access tally from remote location is the better way. But for this, you need to host your tally on cloud-first. As I mentioned in Method 1, but for this, you need to invest extra money to buy the mobile app.

Method 4: – Use Tally.ERP 9 Remote Access Built-in Feature

On ordinary days, the Tally user (Salesperson and company employee) needs to visit the office to access the tally software. But now, Tally provides a built-in feature i.e., Remote Access.

Method 5: – Access Tally from Remote Location Using Browser

Tally report browser access feature embedded in Tally ERP 9 6.6 and it next versions. This feature also enables users to access tally from anywhere. It basically provides an option to access tally from browse from any device (Phone, Laptop, Computer, tablet). For more details visit the official site.

Final Words!

You reached the end of the write-up; it means you must have gone through all the mentioned steps. I have explained all possible ways to access tally from remote locations. I hope my effort will help you to access tally prime and ERP 9 from anywhere.

How to connect to Tally?

1. Go to Gateway of Tally , click F4: Connect . a. If you have enabled security control for your company, move to step 2. In case you have not enabled security control for your company, Tally.ERP 9 will prompt you for the same. o In the Security Control screen, the option Use security control is set to Yes .

How many company data can a Tally.NET remote user access?

A remote user can access only one company data at a time.

What happens when you disconnect a company in Tally.ERP 9?

When you disconnect a company in Tally.ERP 9, the status of the company changes to offline on the Tally portal.

How to allow remote access to a company?

To allow remote access to your company, you need to enable the feature. You can allow access to Tally.NET IDs to access your company remotely. You need to connect your companies to Tally.NET services to allow users to log in remotely.

What does a C sign mean in Tally?

Once the company is connected, a sign (c ) appears against the company name in the List of Selected Companies in the Gateway of Tally.

What to do if playback doesn't begin?

If playback doesn't begin shortly, try restarting your device.

Can Tally.NET be used remotely?

Once the Tally.NET IDs are created, you need to allow remote access to your company for these users. Then they can log in from anywhere and use your company.

What happens if you backup a tally file?

If data backup process is interrupted due to any reason then it may cause permanent data loss. The same will happen when you are copying your tally data. If your tally data is deleted or corrupted then you can avail professional Tally Data Recovery service to recover your deleted tally files.

How Do I Take Back Up Of Accounting Data In Tally?

To avoid data loss in Tally one should take the backup of tally data that ensures data protection against data loss. You can backup and restore tally data with help of given solution.

How to restore tally?

Step by Step process to restore the Back up of your tally data is given below: Step 1: Go to Gateway of Tally and Click on the F3: Cmp Info or Press Alt+F3. Step 2: Select Restore from the Gateway of Tally. On the "Restore Companies" screen, Source field contains the backup folder path.

How to recover data from Stellar?

You can select any data recovery option as per your need. Step by Step process to take the Back up of your tally data is given below: Step 1: Go to Gateway of Tally and Click on the F3: Cmp Info or Press Alt+F3. Step 2: Select Backup from the Gateway of Tally.

Where is TBK900.001 stored?

The backup file is stored as TBK900.001 in the specified folder (D:TallyDataBackup, as per the above example.)

Can you restore a Tally ERP?

Yes, you can restore the backup of all companies together in Tally ERP 9. The procedure of restoring backup is same as mentioned in above answer. This can be done by selecting the option "All Items' displayed in List of Companies. Note: Backup is a process of copying data from one location to other location.

How to access Tally report?

The user has to login using his allotted Tally.Net ID and then select the required company , A list of available reports is shown once you log in to the Tally portal. A report with the latest data is fetched and displayed on the screen. You can then drill down to the next levels of the report to get further details till the voucher, just like on desktop. It is also possible to change the period of the report, as required. You may have to refresh the page to get updated information. This is a very economical way to access Tally from anywhere.

Where is Tally.ERP 9 license?

All that is needed is a Tally.ERP 9 license on the server in your office/cloud along with a good internet connection. Data resides in the cloud server itself and so data security is also maintained with users having limited access. The server can be in your office or in a data centre.

What is a Tally.NET ID?

Your account ID (the e-mail ID used to activate your license) is a valid Tally.NET ID. Next, you can create Tally.NET IDs for other users requiring to view reports in a browser. Then, click on the connect button to connect your company. That’s it.

What is Quick Data Access?

Quick data access: When employees are at clients’ locations, they can view the stock availability and commit delivery dates to the clients, or check the pending receivables from the clients. This ensures availability of the latest details when required the most enabling quick decision making.

Is Tally always in the cloud?

More importantly, Tally data will always be in your computer/cloud. You can also provide view-only access to certain users and full access to others. Whenever a user connects to your company, based on the access permissions provided, he can access the applicable features.

How to backup Tally?

The quickest and easiest way of keeping a local backup of Tally data is using a Removable disk or pendrive or external hard drive, or an extra machine or laptop which may create a storage concern. It is recommended to use the cloud backup service as it is fully managed by experts and provides unlimited storage.

Why should tally data be backed up?

All the transactions and data entered on the tally software should be backed-up regularly in order to never lose out the important data.

What is Tally accounting software?

Tally Accounting software has turned out to be one of the most convenient ERP resource and accounting software that has made the work-life of accountants, bookkeepers, financial officers, and other businessmen a lot easier.

Why use Tally ERP 9?

Most of the businesses use Tally ERP 9 because of its efficient features which assists in ultimate accounting, auditing, GST compliance, vouching purposes & other significant activities.

What is the advantage of using Tally over the cloud?

The real advantage that you should acknowledge about using Tally over the Cloud is regular storing all the data virtually.

Where to save Tally data?

Through easy online backups of Tally on cloud solution, you could save or backup your Tally data on your preferred platforms be it Google Drive or Dropbox.

Can Tally be installed on the cloud?

With advancements in cloud technology, Tally accounting software can be installed on the cloud.

What is Tally.ERP9?

This is made possible by the Tally.Net framework which provides which provides a secure connection through trusted Remote Access. Tally.NET which does not store any data, uses advanced encryption to ensure that it is not accessible to anyone outside the system.

Can you use Tally.ERP9 for remote access?

To make use of Remote Access feature in Tally.ERP9, you just need a Tally.NET subscription, a computer with Tally.ERP9 and an Interest Connection. You can even use the Educational Version of Tally.ERP9 for remote access.

How to access Tally report?

The user has to login using his allotted Tally.Net ID and then select the required company, A list of available reports is shown once you log in to the Tally portal. A report with the latest data is fetched and displayed on his screen. You can then drill down to the next levels of the report to get further details till the voucher just like on desktop. It is also possible to change the period of the report as required. You may have to refresh the page to get updated information. This is a very economical way to access Tally from anywhere.

What is a Tally.NET ID?

Your account ID (the e-mail ID used to activate your license) is a valid Tally.NET ID. Next, you can create Tally.NET IDs for other users requiring to view reports in a browser. Then, you have to click on the connect button to connect your company. That’s it.

Where is Tally ERP 9?

All that is needed is a Tally ERP 9 license on the server in your office/cloud along with a good internet connection. Data resides in the cloud server itself and so data security is also maintained with users having limited access. The server can be in your office or in a data centre.

What is Quick Data Access?

Quick data access: When employees are at clients’ locations, they can view the stock availability and commit delivery dates to the clients, or check the pending receivables from the clients. This ensures availability of the latest details when required the most enabling quick decision making.

Can you use a VPN on Tally?

Due to this, the remote users can access their Tally data, but not the Tally license. How to configure a VPN is beyond the scope of this post as it requires in-depth IT knowledge and should be done only by qualified IT personnel. A mistake in configuration can render your entire office LAN open to attacks. If you need further assistance to configure VPN, please do not hesitate to contact us.

Can you access Tally on a PC?

This is the simplest of all methods to access Tally online and can be used if there is only one user who will be accessing Tally at a time. That is also the downside. Ony one user can access a PC at a time. So if there are 3 remote users, they will have to access their PCs in the office and not the server directly.

Is Tally ERP 9 secure?

The best part of this method is that its blazing-fast and totally secure as your data resides in your computer in the office. It is possible to drill down up to the voucher level and also download invoices and vouchers. You can also control which user has access and to which report. The option to add your own customized reports is also now available from Tally ERP 9 Release 6.6.1. Another useful feature is the option to open and then download a report in PDF or Excel format, the option for which got added in release 6.6.2.

What is anywhere access?

The anywhere access solution is primarily based on internet-based applications, which are prone to interruptions caused by the unreliable network/hardware/software. In such situations, it will have an impact on the business continuity and the operations. It is a critical factor for opting the solution

Is TallyPrime beta?

TallyPrime, powered by AWS, is in the beta stage. Click here to learn more and buy the solution.

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