Import¶
Bring trial balance, stock, and related data into FinAuto from Excel, Tally, or other supported formats.
- From Excel — standard workbook import
- Import Data — post-upload data review
- Other Formats — non-Excel sources
- From Tally — ODBC / TDL export path
- Resolve Conflicts — duplicate or mismatch handling
Before you import¶
- Select the active company and financial year in the top bar.
- Confirm Service is connected.
- For Tally, set company PAN in both Tally and FinAuto.