Address book in TallyPrime| Contact Dashboard| Debtors and Creators Details| Party Details| Free TDL

Summary

In this video, the presenter demonstrates how to easily view various details about a party, including contact information, GST numbers, closing balances, and more, using a simple file. The process includes downloading and installing a file in Tally, accessing and updating data efficiently, and even exporting it for printing or sharing. The video also covers filtering options for specific details and how to manage multiple groups within Tally for quick access to important information. The presenter encourages viewers to subscribe and share the video with others for broader knowledge.

Takeaways

• 😀 Download the provided file from the description to begin the process of viewing party details in Tally.
• 😀 The downloaded file must be installed in Tally by pasting the file location under the 'Help' section.
• 😀 After installation, you can access the new 'Address Book' option in Tally from the 'Gateway of Tally' screen.
• 😀 The 'Address Book' will show detailed party information, including name, contact person, GST number, mobile number, and closing balance.
• 😀 You can filter party data to view specific details, such as those with a zero closing balance.
• 😀 Information can be exported or printed from Tally, allowing for easier management and sharing.
• 😀 You can easily update party information by navigating to the relevant entry and pressing 'Enter' to edit.
• 😀 The process makes it easier to view and manage party details in one place, saving time and effort.
• 😀 The tutorial helps to streamline accessing and managing contact information, GST numbers, and closing balances.
• 😀 After completing the steps, ensure you have subscribed to the channel and clicked the notification bell to receive future video updates.
• 😀 If you found the tutorial helpful, share it with others via social media to spread the information.

Q & A

What is the primary purpose of the tool mentioned in the video?

The tool allows users to view detailed information about a party, including contact information, phone numbers, names, GST numbers, closing balances, and more, all in one place.

Why is this tool considered more efficient than traditional methods?

This tool eliminates the need to manually select party names and wait for data to load. It provides an easy way to access all relevant details without delays, saving time.

Where can you download the tool mentioned in the video?

The tool can be downloaded from the description section of the video.

What steps should you follow to install the tool in Tally?

First, download the file and copy its location. Then, open Tally, click on the Help option, navigate to 'Deep Chand', paste the file location, and select the downloaded file to install.

How do you access the address book in Tally after installation?

After installing the file, open Tally again, and you will find an option called 'Address Book' in the gateway, where you can view all the party details.

Can you filter the data within the address book?

Yes, you can filter the data. For example, you can filter out ledgers with a closing balance of 0, making it easier to view specific details.

What actions can you perform with the filtered data?

Once filtered, you can export the data, print it, or even add new information or update existing entries.

Is it possible to export the data from Tally?

Yes, you can export the data, allowing you to use it outside of Tally as needed.

How can you keep track of all group members in Tally?

When you create a group in Tally, all the group members' details are automatically added to the system, making it easy to track their information.

What additional features does the tool offer beyond viewing contact details?

The tool also allows for adding new information, exporting data, and printing details directly from Tally, providing a comprehensive solution for managing party details.