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

2 dashboard.png

Sign in into Suvit.
Click on Explore Now

Step 2: Select Journal Upload

3 steps.png

Click on Bulk Upload and choose Journal from the options.

Step 3: Download Sample File

4 download sample file.png

Click on Download Sample and select Item Invoice (With Item) to Download the Sample file.

Step 4: Sheet preparation

Data requirement for excel sheet

5 Sample sheet.png

⇒ 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

6 config.png

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 7: Mapping

7 mapping.png

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:

How to Push Journal Entries Learn more