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-by-Step Guide:

Follow these steps to upload and sync your journal data with item support in Tally:

  1. Prepare your Journal Data: Start by preparing your journal data in a spreadsheet, ensuring that it includes the following item details:
  • a. Item Name
  • b. Quantity
  • c. Amount

This data will be crucial when mapping your journal entries to Tally items.

  1. Access the Journal Module in Suvit: Log in to your Suvit account and navigate to the "Journal" module.

  2. 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.

  3. Access the Mapping Screen: 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.

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  • c. Now, map the sheet data with Tally fields where you want to show the data.

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  1. 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: Suvit help article.