How to prepare Journal data in excel sheet
One can record debit & credit of sales, purchase using a Journal through SUVIT by making a few changes in your datasheet, or else you can put data in our sheet.
Data preparation in Excel sheet.
- The data you want to upload should be on the first sheet.
- Headers should be on top (on the first row)
- Please ensure the uploaded excel file does not contain the dot(.) and dollar ($) symbols in the column header, and other than the sales/purchase field, do not add anything above the title.
- Invoice number should be filled in.
- Same invoice number should be together.
- Also, do not write any inappropriate data in the sheet.
For example:- do not write NA, not applicable, or something else.
- Date format should be DD/MM/YYYY (27-05-2022).
- Delete Grand total if given in the sheet.
- Transaction numbers should be, at most, 5000 per sheet.
- The total amount of Debit and Credit amount should be same.
- All text should be in TEXT or General Format, and Numbers should be in Number format ( how to change the format, visit the link here )
- Other amount can be added Horizontally for the same Invoice or Reference number
- Save the document in Excel Workbook format.