Your First 60 Minutes
From download to a fully working setup — everything on one page.
Create Your First Invoice
0–25 Min
Your first business transaction is just a few minutes away. Download and activate TallyPrime, create your company, and record your first invoice — all without a lengthy setup.
Right after installing and activating TallyPrime, create your company by entering basic business details, the financial year, and other required information.
Next, proceed to set up the additional features and configure your tax details such as GST, VAT, e-Invoice etc. You can skip this and do it when you need.
On Gateway of Tally, press 'V' for Voucher → press F8 for Sales.
Enter the invoice details – customer names, stock items etc. You can create those on the fly by selecting 'Create'.
Press Ctrl+A to accept, and your invoice is created.
Press 'PgUp' to see the previous invoice and Ctrl+P to preview and print the invoice.
There you go! You are ready with your first invoice. To access all the invoices, press Alt+G for Go To. Type and select Day Book.
- Download Link
- Refer Welcome Mail for Activation details
- F11 for features setup
Set Up Business Essentials
25–35 Min
Set up the key business details you'll use every day, making future transactions faster and easier.
Predefined Chart of Accounts lets you simply plug your ledgers into existing account groups.
On the Gateway of Tally, click on Create to add Ledgers for customers, suppliers, banks etc.
Click on Create → Stock Items to create and organize them under Stock Groups with the required Units of Measurement.
- Multi-Create Records
- Import Data from Excel
- Organize with Stock Groups
Navigate and View Reports
35–55 Min
Instead of remembering menu paths, you search for what you want — a report, a voucher, or a task — and go straight there.
Click on 'Go To' to navigate anywhere in TallyPrime and instantly find the report, voucher, or task you want to do.
For faster navigation, remember these two keys: press Enter to move forward and press Esc to go back.
Get an instant overview of your business with Dashboards, and drill down into reports whenever you need more details.
Reports update instantly as you record transactions, so the latest business information is always available.
A familiar experience across reports, so once you know one, the rest feel just as easy.
- Use Right Panel for analytical tools
- 'Save view' to save personalised reports
- Create multiple Dashboards
You're Up and Running
55–60 Min
Your company is live, transactions are recorded, and reports already make sense. You're comfortable continuing on your own.
All the best!