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M
MichelleSCR
November 24, 2020
Question

Fixed Assets manager

  • November 24, 2020
  • 1 reply
  • 0 views

Does anyone have any experience with importing a file with existing fixed assets into fixed asset manager?  We are starting from scratch so have no current assets in FAM.

The instructions say that the Wizard will walk you through how to import a file, but I can't find anything that explains what fields of date should be included in the file.  Seems there should be a template that maps the data.

 

1 reply

JessT
JessTModerator
Moderator
November 24, 2020

Hi Michelle,

 

You can use data on the sample company file named sample product-based business. You can export it Excel (Comma Separated Value), delete the editing list of assets, and replace them by importing the exported one. That way, you can practice with the mapping.

 

You can also click Help on the Fixed Asset Manager window to look for references.

 

Let me know if you need more help. Have a good one!

M
MichelleSCRAuthor
November 24, 2020

Thank you Jess. That was a big help to get the export files for the template.

I have a further question about the imports.

For starters, I see now that I need to do a separate file for Federal, State, Book, etc.

But there are 3 View Column Sets (Asset Listing, Lead Schedule and Category).  I am not going to worry about Category for now, but do I have to upload files for both Asset Listing and Lead Schedule Views?  It seems much of that info is a duplicate so I am afraid I will overwrite something I don't want to.

Also, is it necessary to include the G/L Asset Description for the Cost, A/D and Deprec Expense accounts, or can I just populate the GL Acct # and leave the description blank. Those accounts already exist in our G/L.

You referred to the Fixed Asset Manager help available,  I have read all I can find and it all seems to fall short of providing any details for when you actually are trying to do it.

Thank you

J
jamespaul
Level 8
November 24, 2020

Hello, Michelle.

 

Thanks for getting back to us! I'll ensure you're able to import your files properly for the Fixed Asset Manager feature. 

 

You don't have to upload the files for Asset Listing and Lead Schedule Views. You'll want to add the supported columns (from both files) with their information to your main CSV file for import. Although, I do recommend doing some test import in a sample company file (as shown by Jess). This avoids duplicates and unnecessary overwrites on your live company file. 

 

Regarding the description, it's not necessary to include the G/L Asset Description. You can leave it as blank and go with the account number instead. However, you'll want to take note of the following required data fields when mapping (highlighted in red): 

 

 

Have you come across this article while looking for help? If not, you might want to read this to guide you in setting up the FAM properly: Set up Fixed Asset Manager (FAM).

 

Don't forget to visit our QuickBooks Enterprise articles if you need help with other tasks such as income and expense management. Browse a topic and look for an article here. 

 

I'll be happy to assist you again if you have other questions in mind. Just hop on to this thread and I'll be there for you. 

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