How to Sync Journal Data with Item Support in Tally using Suvit
Suvit is a powerful tool that allows you to manage your financial data efficiently. One of the key features of Suvit is the ability to upload and sync journal data with item support in Tally.
Before you get started, make sure you have the following:
Journal data that includes item details like item names, quantities, and amounts.
Step 1: Navigate to Data Entry Automation
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- Sign in into Suvit.
- Click on Explore Now
Step 2: Select Journal Upload
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- Click on Bulk Upload and choose Journal from the options.
Step 3: Download Sample File
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- Click on Download Sample and select Item Invoice (With Item) to Download the Sample file.
Step 4: Sheet preparation
Data requirement for excel sheet
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⇒ You need at least 9 types of data in your Excel sheet for mapping:
- 1. Journal No.: Journal entry number.
- 2. Reference no.: Transaction Number
- 3. Date: Date of the invoice bill/entry date.
- 4. Particulars: Name of the Debtor and creditor
- 5. Name of Item: Stock item name as per tally.
- 6. Quantity: total Quantity
- 7. Rate: rate of the stock Item
- 8. Debit/Credit Type: Type of amount Debit or Credit.
- 9. Amount: value of the stock Item or Bill.
⇒ Not Mandatory list
- 10. Cost Center From which department cost was allocated ( If applicable)
- 11. TOTAL AMOUNT: Grand total including taxes (for verification).
Step 5: Upload the Data
- Within the Journal module, look for an option to upload a spreadsheet. Click on this option and select the prepared spreadsheet containing your journal data.
Step 6: Configurtaion
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Step 7: Mapping
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- Imported File Header: Shows headings from your Excel sheet.
- Tally Fields: Fields matched with Tally. You can change them if needed.
- Your Sheet Data: Shows sample data for cross-checking
- Press Next to move to GST Mapping.
Step 8: Sync the Data in Tally
- Once the mapping is complete, you are ready to sync the data in Tally.
- To do this, follow the instructions provided in Suvit's documentation for syncing journal data to Tally.
You can find detailed instructions here: