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Reconcile GSTR-2B and post it to books
Fetch GSTR-2B from the GST portal, match it with your purchase bills, accept small differences, and optionally post missing bills to your books.
GSTR-2B shows the purchase invoices, credit notes and debit notes your suppliers have reported on the GST portal. Arthlekha fetches it, matches each row with your purchase entries, and shows what is missing on either side. It can also create the missing purchase entries for you.
Before you start
- GST registration must be on in GST configuration. When it is off, the Statutory (GST) menu is hidden.
- To fetch from the portal, link your GST portal account by OTP in GST configuration. Data already fetched can be opened without the link.
- Enter your purchase bills in Purchase with the supplier's GSTIN, so they can be matched.
Fetch GSTR-2B
- Open Statutory (GST) > GSTR-2B (Inward).
- In Period, choose Monthly, Quarterly or Custom Range.
- Pick the month or quarter and the Financial Year. For a custom range, pick the From and To months.
- Click Fetch from Portal. Each month is fetched one by one, and the button shows the progress.
- A message says how many months were fetched. The data is saved, so next time you can click Load Saved instead of fetching again.
If you file quarterly under QRMP, the portal makes GSTR-2B only for the last month of the quarter (March, June, September, December), and it covers all three months. The first two months are skipped with a note. Hover over QRMP info to read this on screen.
What you see
- A summary of the period: number of invoices and CN/DN, Net Taxable, tax and ITC AVAILABLE.
- Tabs for each part of GSTR-2B, such as B2B, Credit/Debit Notes, CDN Amendments, ISD and Imports, with a count on each.
- Each row shows the supplier, invoice, rate, tax, whether ITC is available, and RCM if reverse charge applies. Hover over a No in the ITC column to see the reason.
Reconcile with your purchases
- Fetch or load the period first.
- Click Reconcile.
- The Reconciliation Summary shows counts for Matched:, Partial, Mismatch:, Missing in Books: and Missing in 2B:.
- Click Show Details to see each problem row. Use Filing status to see only suppliers who have Filed or are Not filed / late.
- Click the info icon on a row for a side-by-side view of the 2B row and your bill, with its history.
- Click Export CSV to download the details.
| Result | What it means and what to do |
|---|---|
| Partial | Small difference. Check it, then click Accept. |
| Mismatch | The amounts differ. Correct your bill, or ask the supplier to correct theirs, or click Accept if you agree with it. |
| Not in books | The supplier reported it, but you have no bill. Enter the bill, or post it to books as shown below. |
| Not in 2B | You have a bill, but the supplier has not reported it. Follow up with the supplier before claiming ITC. |
| Not in 2B (cutoff) | Your bill is dated in the last few days of the month. It may appear in next month's 2B. Check again next month. |
| Section swap | Found, but in a different part of 2B than expected. Check the bill type. |
| Low-confidence match | Matched on weaker details. Check the row once. |
To accept all partial matches together, click Accept all partial. Mismatches must still be checked one by one. Accepted rows stay matched when you reconcile again.
Set up auto-post
Only needed if you want Arthlekha to create missing purchase entries from GSTR-2B.
- Open Statutory (GST) > GSTR-2B Auto-Post.
- Under Document types to auto-post, switch on the kinds you want: B2B Invoices (regular), B2B Invoices (RCM / reverse charge), Debit Notes (supplier add-on charge) and Credit Notes (purchase return). Amendments are never auto-posted.
- Under Ledger mappings, pick the Default purchase ledger.
- Pick the six RCM ledgers: RCM Input CGST, RCM Input SGST, RCM Input IGST, and the matching RCM Output ledgers. If you do not have them, click Auto-create RCM ledgers and they are filled in.
- Turn on Enable auto-post from GSTR-2B.
- Click Save settings.
Post to books
- On the GSTR-2B screen, fetch or load the period.
- Click Post to books…. This button shows only when auto-post is enabled.
- The Post to Books — Preview window lists every row and what Will create. Nothing is written yet.
- Untick any bill you have already entered by hand, so it is not entered twice. Rows already posted, and types switched off, are skipped.
- Click Confirm & Post. The button shows how many documents will be made.
- A message says how many were posted. Suppliers that do not exist yet are created for you. An RCM bill also gets a journal for the tax you owe.
Common problems
- GST account not linked. Go to Settings > GST Portal and link your account. — link your GST portal in GST configuration.
- GST portal session expired. Please re-link your account (new OTP required). — link again in GST configuration.
- Business GSTIN not set. Go to Settings > Business Profile. — enter your GSTIN in the Business Profile.
- has no GSTR-2B — likely QRMP scheme — normal for the first two months of a quarter under QRMP. Fetch the quarter-end month.
- No data for this period. Fetch from GST portal. — nothing has been fetched yet. Click Fetch from Portal.
- Cannot enable auto-post: missing ledger mapping(s) — pick every ledger in Ledger mappings, then save.
- Could not seed RCM ledgers — chart of accounts not set up. — set up your Chart of Accounts first.
- Auto-post is disabled in tenant settings. — turn on auto-post in GSTR-2B Auto-Post as shown above.
Related
More in GST
GST configurationSwitch GST registration on or off, save your NIC e-invoice and e-way bill login, and link your GST portal account by OTP.Generate an e-invoice (IRN)Get an IRN and signed QR for a sales invoice, record an e-invoice made on the government portal, and cancel an IRN.Generate and manage an e-way billGenerate an e-way bill from a sales invoice, delivery challan or credit note, then update the vehicle, extend, change transporter, cancel or print it.GST Filing DashboardSee which GST returns are filed, pending or overdue for each month of the year, and fetch the latest status from the GST portal.Prepare and file GSTR-1See your outward supplies in GSTR-1 tables, check them against your books, then save to GSTN and file with an OTP, or download JSON or Excel.File B2B invoices early with IFF (QRMP)Under the QRMP scheme, upload B2B invoices for the first or second month of a quarter through IFF, so your buyers can claim input tax credit sooner.Prepare and submit GSTR-3BSee your GSTR-3B summary of output tax, input tax credit and tax payable for a month or quarter, export it, and save or submit it to GSTN.