AI Accountant documentation: Tally automation guides

Invoices stay in AI Accountant until you sync. Syncing writes them to your connected Tally company as sales vouchers.

Run the sync

Open Sales and go to the All Invoices tab.
Click Sync at the top right.

Every unsynced invoice goes across, not only the one you just created. A short “Syncing to…” message appears while it runs.

Confirm it worked

The Voucher Number is assigned, if your Tally voucher type uses automatic numbering.
A cloud icon appears next to the row.
Opening the invoice shows the status Synced to Tally on [date].

Check the voucher in Tally

Open your Tally company and locate the sales voucher. The customer name, item, rate, GST, and reference match the values entered in AI Accountant. Nothing needs re-keying. For a batch created from Excel, open Day Book in Tally to see the whole batch together.

Voucher numbering

Your Tally setting	What happens
Automatic numbering	The Voucher / Invoice Number field is locked and stays blank until you sync, then Tally fills it in.
Manual numbering	The number you typed on the invoice is used as is.

If the sync does not complete

What you see	What to check
Voucher number still blank	The sync has not run. Reopen All Invoices and click Sync again.
No cloud icon on the row	Confirm your Tally company is open and the connector is running.
Sync fails on a specific invoice	A master used on the invoice is missing in Tally. Check the customer, sales ledger, item, and godown.