Suvit helps in creating 1000s of ledgers in bulk within some minutes. Here you can also utilize the GST Mapping feature to create ledgers using GST Portal
Open the downloaded Excel sheet and fill in the required details (Name & Under are mandatory).
Locate the GST Number column and enter valid GST numbers for each party.
Step 4: Upload the Excel File
Upload the Ledger File
If there are any duplicate names or errors, an error log will be generated with details.
Click on the file for Next step.
Step 5: Map Fields for Ledgers
Method 1: GST Mapping for Party Creation
Select the GST Field in the uploaded Excel sheet.
Click GST MAPPING to fetch details from the GST Portal.
The system retrieves Party Name, State, and Tax Information based on the GST Number.
Choose the name as per "Trade Name" or "Business Name" from the Which name would you prefer to use for ledger creation? as shown above image.
Proceed to the next step for Save & Proceed .
Method 2: Map Fields for Party Creation
After uploading, you will be taken to the Mapping Field Page. Map the Excel sheet fields with the system fields and click "Save & Proceed" to finalize the ledger creation.
Step 6: Confirmation
If there are any issues, a popup will display the errors.
You can view the errors directly or download the Excel error log for reference.
Step 7: Save & Send
Go back to the Ledger Transaction Page, select the record you want to import, and click Save.
Click on the right-side option "Send to Tally".
Step 8: Send to Tally
A confirmation popup will appear. Click OK to proceed or Cancel to stop.
The system will sync data with Tally, ensuring successful synchronization.
Step 9: Verify in Tally
After receiving the message "Your data process has been completed", check Tally.
The ledger masters will now be available in Tally.
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