AssetAccountant

Onboarding sequence 1

• Onboarding - https://onboarding.asset-accountant.com/

Short videos how to use AssetAccountant functionalities 1

• Video hub - https://asset-accountant.com

Your account 17

• Account structure - accounting firms
• Account structure - businesses & corporations
• Adding new companies, entities, registers to your subscription
• User Roles in AssetAccountant
• Granular organisation and register User Role permission breakdown

View all 17

How to: A quickstart guide 23

• How to add Users to an Organisation
• How to revoke or resend a pending invitation
• How to add Users to an Individual Register
• How to Change a User's Role Level Within an Organisation
• How to change a User's role level within an individual register

View all 23

Lease accounting 38

• Overview of AssetAccountant's leasing functionality
• Guide to leased assets and hire purchases
• Set up and mapping of lease general ledger accounts
• Creating and posting lease journals
• Hire purchase and lease reporting

View all 38

Using AA and general troubleshooting 88

• What are the orange cells in the view assets grid?
• Classifications vs Custom Fields
• Journal methodology: Depreciation or Leasing calculations seem to be incorrect in journals
• What is Estimated Depreciation in the asset information grid?
• Different cost base - Tax and Accounts purchase price is different

View all 88

Market valuations 2

• Bulk Valuation updates
• How to set up valuers and add a valuation

QuickBooks Online - AssetAccountant 5

• QuickBooks Online
• Sign in with Intuit
• QuickBooks Online - Integration
• Mapping your Clearing / Suspense Account to QuickBooks Online
• Mapping GL accounts - QuickBooks Online (example)

Troubleshooting 6

• Why can't I see draft assets in QuickBooks Online automatically showing in AssetAccountant
• QuickBooks Online: "Your Classifications have not been synced" & "there are no QuickBooks classes found to sync with"
• Do I have to manually add all of my existing assets in QuickBooks Online?
• USA: Bonus depreciation for both tax AND accounts in QuickBooks Online
• I'm getting error messages when trying to post a journal to QuickBooks Online

View all 6

Microsoft D365 - AssetAccountant 1

• Mapping GL accounts - Microsoft D365 (example)

Sage Intacct - AssetAccountant 7

• Sage Intacct - Integration
• Sage Intacct - Dimensions Sync (Classifications)
• Sage Intacct - General Ledger set up
• Can AssetAccountant capitalise assets directly from Sage Intacct?
• Sage Intacct Integration overview - video

View all 7

Troubleshooting 11

• Sage Intacct - "This transaction is missing dimension"
• Sage Intacct - Sync Not Updating (Error: Internal Error Occurred)
• Sage Intacct - "Invalid Credentials" or "Authentication Failure" error when trying to connect to AssetAccountant
• Sage Intacct - Journals failing after a change of dimensions (classifications) affecting asset acquisitions
• Sage Intacct - "Invalid credential" error when trying to post journals

View all 11

Xero - AssetAccountant 6

• Xero Integration & General Ledger Setup
• Xero - AssetAccountan Data Flow
• Xero - AssetAccountant™ FAQ
• Adding Assets - Xero AssetAccountant™ and the workflow
• Xero - Integration

View all 6

Troubleshooting 2

• Xero - Tracking Categories, name changes, mapping, journaling
• I have integrated Xero with AssetAccountant, how do I import existing assets from Xero?

Definitions 1

• Definitions

Guide to Depreciating Assets 2

• Guide to depreciating Assets 2021 (ATO) Cover
• Immediate Claim - Instant Asset Write-Off (IAWO)