What is the difference between Smart Sync and Full Sync?+
Smart Sync only fetches what changed since the last successful sync. It is fast and the right choice for everyday use. Full Sync wipes the cloud copy of that company and pulls everything again from Tally. Use Full Sync only if you suspect the cloud copy is out of step, for example after a Tally restore or a major company file change.
How often should I sync?+
Whenever you want the cloud copy to reflect the latest entries. Most teams sync at the start and end of the day. You can run a sync any time from the portal or the system tray icon.
Can I sync more than one company?+
Yes. The app picks up every company that is loaded in Tally. You choose which ones to sync from the portal.
What gets sent to the cloud?+
Vouchers, ledger entries, masters, GST details, trial balance, profit and loss, balance sheet, and stock summary. Only the companies you have chosen to sync, only when you ask for a sync.
How long does a sync take?+
A first time sync of a 3,500 voucher company takes about a minute. A Smart Sync with no new entries finishes in a few seconds.
Why does my first sync feel slower than the next one?+
The first sync has nothing in the cloud to compare against, so it pulls every voucher. After that, Smart Sync only fetches what changed, which is usually a handful of entries.
Some vouchers or reports are missing after sync.+
Tally Prime fetches vouchers and reports based on the current period set on the Gateway of Tally. Before you sync, open the company in Tally, look at the period range shown at the top of the Gateway, and make sure it covers all the dates you want to sync. If the period is narrower than your data, those entries will not be picked up. Press Alt+F2 in Tally to change the period to the full financial year (or the range you need), then run the sync again.
What date range should I set in Tally before syncing?+
For the cleanest result, set the current period in Tally to cover the full date range of every voucher in the company (typically the full financial year, or wider if you have older history). If the period is narrower than your data, vouchers and reports can fall out of step. The trial balance, profit and loss, and balance sheet are computed by Tally for the current period, while vouchers are pulled for the same range, so a narrow period means the report totals will not reconcile against the vouchers we ingest. Widen the period (press Alt+F2 on the Gateway, type the full start and end dates) and re-sync. Voucher counts and report totals will agree.
Should I open Tally as Administrator?+
Yes, preferably. Right-click the Tally Prime shortcut, choose Run as administrator, and accept the Windows prompt. This gives Tally the permissions it needs to read the company file and respond to our agent without Windows stepping in mid-sync. Most permission and locked-file errors disappear the moment Tally is relaunched with admin rights.