How to Sync Journal Data with Item Support in Tally using Suvit

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Step 1: Download Sample File

• Go to Suvit and Login to your account.
• Then **Explore now
• Click on Bulk Upload and choose Journal from the option
• Click on Download Sample and click on Item Invoice(With Item) to Download the Sample file.

Step 2: Sheet preparation

Data requirement for excel sheet

⇒ 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 3: 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 4: Configurtaion

• After uploading your spreadsheet, you will need to access the Mapping Screen in Suvit:
  • a. Navigate to the "Configuration" section.
  • b. Look for an option to enable item details. This step is crucial as it allows Suvit to sync the journal data with item support in Tally.

Step 5: Mapping

1. Imported File Header: Shows headings from your Excel sheet.
2. Tally Fields: Fields matched with Tally. You can change them if needed.
3. Your Sheet Data: Shows sample data for cross-checking
4. Press Next to move to GST Mapping.

Step 6: 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: How to Push Journal Entries