3. Import Guide

Import Guide - Step 1 - Select your import file
Select the asset register file you have prepared for import.   **Tip: Make sure the first row contains the header titles for the column. This will ensure ...
Wed, 15 Sep, 2021 at 8:51 AM
Import Guide - Step 2 - Opening balance
AssetAccountant™ needs to know at what point in time the WDV represents the value of the assets held in the fixed asset register. These values can only be a...
Wed, 15 Sep, 2021 at 8:51 AM
Import Guide - Step 3 - Asset fields
This is simply telling AssetAccountant™ what each column's data contains.   Tip: If you used the asset import template, these fields should align aut...
Wed, 15 Sep, 2021 at 8:51 AM
Import Guide - Step 4 - Asset groups
When importing to a new register, you can create asset groups from the import process.   Simply select ‘Create this group’ In the dropdown menu.   If As...
Wed, 15 Sep, 2021 at 8:52 AM
Import Guide - Step 5 – Purchase information
Map the Cost, Purchase Date, First Use Date and if required Capital Gains Tax Date to the columns in your import. Previous Step              ...
Wed, 15 Sep, 2021 at 8:52 AM
Import Guide - Step 6 - Tax fields
Map your tax fields, this will happen automatically when using the import template, and it is again best practice to check each field for accuracy. Otherwis...
Wed, 15 Sep, 2021 at 8:52 AM
Import Guide - Step 7 - Set up tax fields
AssetAccountant™ import modal will do its best to match your tax methods with the available methods in AssetAccountant™. The easiest way to ensure this happ...
Wed, 15 Sep, 2021 at 8:52 AM
Import Guide - Step 8 - Accounts fields
Map your Accounts fields, this will happen automatically when using the import template, and it is again best practice to check each field for accuracy. Oth...
Wed, 15 Sep, 2021 at 8:53 AM
Import Guide - Step 9 - Setup accounts fields
AssetAccountant™ import modal will do its best to match your accounts methods with the available methods in AssetAccountant™. The easiest way to ensure this...
Wed, 15 Sep, 2021 at 8:54 AM
Import Guide - Step 10 - Remaining columns
Classifications are a unique additional way AssetAccountant™ can separate Asset Group journal line items. They are accommodating for individual reporting pr...
Wed, 15 Sep, 2021 at 8:54 AM