Auto Fill Ledger in Banking from Excel Sheet

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Auto Fill Ledger in Banking from Excel Sheet

Process

• If you have your Banking Data in an Excel Sheet and your Ledgers are also mentioned in the Excel, then after uploading the Excel Sheet, you don't have to select the Ledgers manually in Banking.
• For the "Excel Sheet Template," refer to the below image.

• As seen in the above image, we insert the "Ledgers" in the Excel Sheet. Now, first, we have to upload the Excel Sheet.

Steps

• For that, open Suvit.io and go to Banking > Import Statement > Select the Company > Select the Bank > Select the Excel Sheet > Upload.
• After uploading the Statement, click on Complete Status and proceed to the below image screen.

• As per your Excel Sheet Ledger DATA, your Ledgers are automatically selected in the Selecting Ledger Option. Then, you will be able to send your DATA into Tally after saving those entries.

Note:- Make sure that your "Excel Sheet Ledgers name" and your "Tally Ledgers name"** should be Same)