1. First, you can add assets manually, one at a time:
2. Or you can import assets from our integration partners such as QuickBooks, Xero, Sage Intacct, and Microsoft Dynamics:
3. OR YOU CAN IMPORT ASSETS USING OUR IMPORT ASSETS TOOLS
Which can be found in:
Add Assets > File Import:
There are three methods for importing assets into AssetAccountant™:
Import Assets is the best choice when you are importing legacy assets from another system or spreadsheet. In this case, you will be able to nominate an Opening Balance Date (eg 31 Dec 2022) and the Written Down Values of your assets for Tax and Accounts as at this date.
Bulk Acquisitions is the best choice when importing new assets which don't have a depreciation history. In this case, less information is required and assets will start to depreciate from the point of purchase.
Advanced Import Assets is the best choice when your asset data is complex, this method will allow you to add additional data such as classifications (e.g. Profit Centres), custom fields (e.g. Serial Numbers), residual value, quantities and more.
All methods will require you to nominate Depreciation Methods, Lives and Rates for both Accounts and Tax.
If you're only interested in one of these (Accounts or Tax), you can simply set the Depreciation Methods to 'None' for the regime you are not interested in.
All methods come with downloadable templates to give you an idea of the data that the import engine will require.
They also come with step by step instructions outlining the process of bringing data into AssetAccountant™.