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Tally Automation
Jun 19, 2024

Import Data from PDF to Tally In Easy Steps

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Nishtha Arora

Suvit

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Welcome to the streamlined process of transferring data from PDF to Tally!

In today’s fast-paced world, efficiency in accounting is crucial. The manual entry of data from PDF to Tally is a common challenge that many face.

It’s a tedious task that can lead to mistakes. Enter Suvit, your ally in effortlessly moving data from PDF to Tally. This blog will guide you through using Suvit to enhance your accounting workflow, making it quicker and more accurate.

What is Suvit?

Suvit is a powerful accounting automation tool that transforms the way we import data from Excel to Tally, PDF to Tally, and image to Tally.

It’s a software solution designed to read Excels, PDFs, and Scanned PDFs documents and send them directly to Tally. With Suvit, the hassle of manual data entry is a thing of the past. It automates the process, ensuring that your data moves from your PDFs to Tally with precision and ease in no time!

Suvit stands out as a beacon of efficiency, shining a light on a faster path to accurate accounting.

Step-by-Step Guide: Importing Data from PDF to Tally Using Suvit

Importing your bank statement PDF into Tally is as simple as walking with Suvit. Here’s how you can do it:

Step-1: Download and Install Suvit

Begin by downloading and installing the Suvit application on your computer.

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Step-2: Choose a Subscription

Select a subscription plan that fits your needs.

See them here!

Step-3: Connect with Tally and Internet

Ensure that Suvit is connected to Tally and that you have an active Internet connection.

Step-4: Prepare Your PDF File

Have your PDF ready for import.

You can take guidance for it from this: Data Cleaning and Formatting for Smooth Excel to Tally Import

Step-5: Upload Your PDF File:

To upload a PDF (bank statement), simply go to "banking" section in the "Bulk" module of Suvit.

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Click on the import statement and select the bank ledger and attach the document as shown in below image:

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It will show a “Processing” status and, once processed, will change to “Complete” or ‘Failed”.

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Note: It will take some time to get processed, depending on the format.

Step-6: Map Your Data

Suvit’s AI will recognize the data and prompt you to map it to the corresponding fields in Tally.

Click on the “Complete” status to open the extracted statement, select ledgers for transactions, and save them. You can do this individually or in bulk.

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Step-7: Review and Send to Tally

Once mapping is complete, review the data and send it directly to Tally with just a click.

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Step-8: Verify Entries in Tally

Check your Tally entries to ensure the data has been imported correctly.

And that’s it! With these simple steps, your data transfer from PDF to Tally is not only successful but also error-free!

Supported Formats and Processing Times For PDF to Tally Data Importing

When using Suvit for your PDF to Tally data import, it’s important to note the supported formats and approximate processing times:

Supported Formats:

  • Original PDF
  • Scanned PDF
  • Excel Sheet

Note: Suvit does not support passbook, RTP TXT formats, Dot Matrix font formats, Share Market statements, and Loan Statements.

Approximate Processing Times:

  • Original PDF: Up to 1 Hour
  • Scanned PDF: Up to 12 Hours
  • Excel Sheet: Up to 30 Minutes

This information ensures you can plan your accounting tasks accordingly, making the most of Suvit’s capabilities.

Troubleshooting Common Issues While Importing Data from PDF to Tally

Even with a tool as intuitive as Suvit, you might encounter some hiccups along the way. Here are some common issues when importing data from PDF to Tally and how to solve them:

  • Connection Errors: If Suvit is having trouble connecting to Tally, check your internet connection and ensure Tally is open and logged in.
  • Incorrect Data Mapping: Should the data not map correctly, review the mappings for accuracy and adjust as needed.
  • File Upload Problems: If your PDF won’t upload, ensure it’s not password-protected and is in a supported format.
  • Data Not Appearing in Tally: After sending data to Tally, if it doesn’t show up, refresh Tally or check if the import was successful in Suvit’s history tab.

By addressing these common issues, you’ll maintain a smooth transfer from PDF to Tally.

Also Read: Import Data from Excel to Tally In 3 Easy Steps

Benefits of Using Suvit for Tally Data Importing

Embracing Suvit for your PDF to Tally data import needs comes with lots of benefits. Here’s how it can revolutionize your accounting tasks:

  • Time-Saving: Suvit significantly cuts down the time spent on data entry. What used to take hours can now be done in minutes, freeing up your schedule for other important tasks.
  • Accuracy: With Suvit, the risk of human error is minimized. It ensures that every bit of data from your PDF transfers precisely to Tally, giving you peace of mind.
  • Efficiency: Suvit streamlines the entire process, from reading PDFs to importing data into Tally. This efficiency boost means you can handle more volume without additional stress.

By incorporating Suvit into your workflow, you’re not just importing data; you’re upgrading to a smarter way of working.

Unlock Efficiency with Suvit

If you’re ready to streamline your data import process and experience the efficiency of Suvit, take advantage of the 7-day free trial.

Dive in, explore its features, and witness firsthand how it simplifies PDF to Tally, Excel to Tally, and Image to Tally data transfer. Your accounting tasks will thank you!

Remember, the trial period is risk-free (no credit card required!), so give it a spin and see the difference Suvit can make!

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