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 ...
Thu, 9 Jun, 2022 at 9:32 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...
Thu, 9 Jun, 2022 at 9:32 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...
Thu, 9 Jun, 2022 at 9:32 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...
Thu, 9 Jun, 2022 at 9:32 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              ...
Thu, 9 Jun, 2022 at 9:32 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...
Thu, 9 Jun, 2022 at 9:32 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...
Thu, 9 Jun, 2022 at 9:33 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...
Thu, 9 Jun, 2022 at 9:33 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...
Thu, 9 Jun, 2022 at 9:33 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...
Thu, 9 Jun, 2022 at 9:33 AM