How To Import Fixed Assets Register Into Drake

How to Import Fixed Asset Items into QuickBooks Desktop?

Modified on: Fri, half-dozen November, 2020 at 6:43 AM

Import Fixed Asset Items into QuickBooks Desktop

Import Fixed Avails from Supported File Formats direct into QuickBooks Desktop using SaasAnt Transactions (Desktop) - #1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.

SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Auditor Editions.

You can download the free trial of the software directly from the SaasAnt Website. Follow this commodity for detailed installation teaching.

Steps to Import Fixed Nugget Items into QuickBooks

Importing with SaasAnt Transaction is a breeze with our simplified and powerful Import wizard. Just follow a simple 3 footstep process to bulk import asset items to QuickBooks.

Click the Import push in the Dashboard screen or Import selection from the File menu in the menubar to navigate to the File Option screen of the Import Wizard(Step 1).

Footstep 1 - File Choice: Select "QuickBooks Transaction Type" as "Fixed Assets". "Select Your File" - You can either click "Browse File" to browse and select the file from the local calculator folder or click "Sample Templates" to navigate to SaasAnt sample file locally.
Pace 2 - Mapping:Gear up up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for y'all if you use the SaasAnt template file. Download the Sample Template file.
Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Ship to QuickBooks" to upload your file data to QuickBooks.

More than detailed instructions on the steps are bachelor in this article.

Import Fixed Asset Items into QuickBooks Desktop

Mapping QuickBooks Fields

Field Proper name	Format	Description
Asset Proper name	Text (Max Length: 31 Characters)	Name of the asset item. Proper name must be unique, unless it is the Name of a hierarchical list object.
Nugget Account	Reference Text (Max Length: 31 Characters)	Refers to the account QuickBooks uses to rails the electric current value of the company's inventory. (The AccountType of this account will be FixedAsset, OtherAsset, or OtherCurrentAsset.)
Asset Acquired As	Text - One-time/ New	Indicates whether this particular was new or used when the business organization acquired it
Purchase Description	Text (Max Length: 50 Characters)	Description of the particular every bit it was when it was purchased
Purchase Engagement	Date	The date when this nugget was purchased
Buy Cost	Decimal	Corporeality that the QuickBooks user expects to pay when ordering or ownership this particular, or the amount that was actually paid for this item
Vendor/ Payee	Reference Text (Max Length: 31 Characters)	The proper noun of the vendor/ payee from whom this asset was purchased
Sales Clarification	Text (Max Length: 50 Characters)
Sales Date	Date
Sales Price	Decimal
Sales Expense Amount	Decimal
Asset Description	Text (Max Length: fifty Characters)
Asset Location	Text (Max Length: 50 Characters)	Where the asset is located or has been placed into service.
Asset PO Number	Text (Max Length: 30 Characters)	Buy order number
Asset Serial Number	Text (Max Length: 30 Characters)	Series number of the asset
Asset Warranty Expiry Date	Date	The date when the warranty expires for this asset
Year Stop Accumulated Depreciation	Decimal	The amount the stock-still nugget has lost in value since information technology was purchased, as of the finish of the yr
Year Finish Book Value	Decimal	A reasonable gauge of the sales value of the stock-still asset, as of the end of the year
Asset Notes	Text (Max Length: 4095 Characters)	Additional information about the asset
BarCode value	Text
Class	Reference Text (Max Length: 31 Characters)	Grade reference to this nugget

All (*) marked fields are mandatory.

Import Settings

A host of powerful customisations for your file data is bachelor with Import Settings. This is available in the Step 3: Review & Import screen or straight nether "Edit" Carte in the menubar. Some of the very useful settings for lists includes:

Action When a Matched List Found: If an existing listing entity is plant with the given name and then the corresponding activeness to exist taken. You lot tin can choose to Show Alarm/ Update existing transaction in your QuickBooks.
Pre-Import Validation: Validate the complete file before importing to QuickBooks. By turning this setting ON, file rows will be imported just subsequently cleaning up all the problems in file. This option nevertheless will delay the import.

More details almost the settings related to managing list import are available in this article.

FAQ's

Most of united states of america would have some questions while moving information to your QuickBooks Online. Some of them for your reference below:

I fabricated some mistakes in the Import and my QuickBooks reports got corrupted. Is at that place any way to disengage or revert my Import?

It is possible to disengage the import completely/ partially with the Delete feature.

My file has some specific date format. I don't want to change the file. Will your production back up all appointment formats?

Aye. You can select the specific date format as per your requirement in the import settings.

Exercise y'all take whatever sample templates?

Yes. We practice have. Sample Template

What are the file types supported past your application?

TXT, CSV, XLS, XLSX etc. Supported File Formats

How do I report the issues if I am stuck?
Feel free to drop an email to support@saasant.com