Edit the Tally Export settings

Settings - Practice Management

You can enable CCH iFirm to export data that you can then import into your Tally software. This will save you time when adding journal entries into Tally. CCH iFirm will export a separate data file for each billing entity. Each file opens in Microsoft Excel and has two tabs - one for invoice and another for receipt.

1. Click Settings > Practice Management.
2. Click General Settings.
3. Click the Tally Export tab.
4. Select the Enable Tally export check box.
5. Add a default service ledger name.
6. Edit the ledger names for credit, write off and discount transactions, if required.
7. Click Save.

You can now proceed to export the data.