Fixed Assets manager

Forum|Forum|5 years ago
November 24, 2020
1 reply
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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.

QuickBooks Enterprise Suite

JessT

Moderator

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!

Steve242

I do not have access to the sample company so how can we get the FAM upload template another way.

SailawayCPA3

I can provide the sample file you need, Steve242.

You can install a free trial version of QuickBooks. Then, get the FAM template from there. Use this link to get the installer: Download a trial of QuickBooks Desktop.

Once done, here's are the articles for instructions and detailed steps:

Let me know if there's anything else you need about uploading FAM data in QuickBooks. I'll be around whenever you have follow-up questions about the process.

MaryLandT, Please send me a template and instructions if you have them. Is it better to use ProConnect depreciation import template? The one in the sample company was very limited. How do you also import the state, AMT, GAAP, and tax accumulated depreciation. I have a lot of assets to get straight and an excel template is so much faster.

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