Import the bank statement

This article will help you understand how to import a bank statement/ how to upload bank statement from Suvit to Tally with all possible steps and setup.

Visit Suvit.
Enter your Email and Password.
Click the Sign In button.

Step 2: Navigate to Bulk Upload → Banking

From the sidebar (Data Entry Automation), click on Bulk Upload.
Under the Bulk Upload section, choose Banking from the dropdown list.

Step 3: Choose the Company

Click on the top-right corner dropdown to view available companies.

Use the search bar to type part of your company name (e.g., “suvit”).
Select the box beside the desired company.

Step 4: Import the Statement

Click the Import button located in the top-right section of the Banking screen.

Step 5: Select Bank & Attach File

From the pop-up window:
- Choose the relevant Bank (e.g., SBI Bank, UCO Bank).

Step 6: Upload the File

Drag and drop the file or click to upload.
Ensure the correct bank and file are selected.
Click the Upload button at the bottom-right.

⚠️ If a document with the same name already exists, a warning about duplication will appear.

Step 7: Processing Status

After clicking upload, the file will appear in the Processing state.
Wait until the status changes to Complete or Failed.

🕒 If the processing takes too long, try refreshing the page using Ctrl + Shift + R.

Additional Information

⏱ Document Processing Times

Excel Sheet: Up to 30 minutes
Original PDF: Up to 1 hour
Scanned PDF: Up to 12 hours

🛑 Unsupported File Types

❌ Passbooks
❌ Share Market Statements
❌ Loan Statements
❌ Password-Protected PDFs
❌ RTP/TXT formats
❌ Dot Matrix font formats