Import Fixed Asset Items into QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick.
Import Fixed Asset Items automatically. The filters attribute gives you more accurate data to import as you want.
You can easily Import Fixed Asset Items from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop).
This tool is built exclusively for QuickBooks Desktop.
Supported Version: QuickBooks Desktop Premier, Pro, Accountant, and Enterprise editions.
Steps for importing Fixed Asset Items to QuickBooks
Now, it’s easier to import with Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follows the mentioned steps.
First of all click Import (Start) button available on the home screen.
Step 1 – File Selection: For the selection of a file click “Select your file”, you can also click “Browse File” to browse and choose the desired file from the local computer, alternatively you can click the “View Sample file” to go to the Dancing Numbers sample file.
Step 2 – Mapping: Now in the second step set up the mapping of the file column related to QuickBooks fields. Dancing Numbers template file do this step automatically, to use it download the Dancing Numbers template file
Step 3 – Review and Import: To review your file data on the preview screen, just click on “next” which shows your file data before Importing to QuickBooks.
For more detailed instructions on the steps go through this article.
Mapping QuickBooks Fields
|New/Old||Status of the item whether it is new or old|
|Text||Description of the item while purchasing|
|Purchase Date||MM/DD/YYYY||The date on which item has purchased|
|Purchase Cost||Numerical||The purchasing cost of the item|
|Vendor Or Payee Name||Text||Vendor / Payee name from which item has been purchased|
|Asset Account Ref||Text||Accounts from which QuickBooks can track the current company inventory value|
|Asset Description||Text||Description of the asset|
|Location||Text||Refers to the location where the asset is stored is in service|
|PO Number||Alphanumeric||Purchase order number|
|Serial Number||Alphanumeric||The serial number of the asset|
|Warranty Expiry Date||MM/DD/YYYY||Expiry Date of warranty|
|Notes||Text||Additional notes related to asset|
|Asset Number||Numerical||Number of Assets|
|Year-End Accumulated Depreciation||Text||Lost amount of the fixed asset since it’s purchased|
|Year-End Book Value||Text||Estimated sales value of the fixed asset|
|Sales Description||Text||Description About Sales|
|Sales Date||MM/DD/YYYY||The date on which Asset sold|
|Sales Price||Numeric||Price in which asset has been sold|
|Sales Expense||Numeric||Amount of Sales Expense|
|Is Active||True / False||Whether asset is active or not|
To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side corner.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:
Que: I made some mistakes in the Import process and my QuickBooks reports have been corrupted. Can I undo or revert my Import?
Ans: It is possible to undo the import partially/ completely with the Delete feature available.
Que: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
Ans: No. It needs to specify the specific date format as MM/DD/YYYY
Que: Do you have any sample templates?
Ans: Yes. We do have. Sample Template
Que: File types supported by your application?
Ans: XLS, XLSX, etc are Supported File Formats