Choose this when the bands are balance-sheet asset classes, which is the shape most vendor tax-detail exports arrive in. It connects the fixed-asset register to the client’s chart of accounts.
Steps
Click Asset classes → GL accounts. A table opens with one row per group and a dropdown listing the entity’s chart of accounts.
Pick an account for each group.“Not assigned” is a legitimate answer. Those assets import without a GL account and nothing blocks. You can come back to them later.
Need an account that doesn’t exist yet? Click + New GL account on that row. Enter an account number and name. The type defaults to Asset (cost), which is what fixed assets post to. Create & select adds it and selects it for that group. It goes through the same rules as the GL Accounts page, so a duplicate number is refused with a plain explanation, and the full form is still one click away if you would rather use it.
Click Use groups as GL assignments. A confirmation line reports how many groups you mapped, and offers Undo.
The confirmation line reads:
Groups will import as GL account assignments. 3 of 4 groups mapped. Unassigned groups import without a GL account. Undo
Assigned is not the same as journal-entry ready
Your assets are attached to their GL cost accounts. That part is done.
Posting journal entries needs one more step per account. The cost account has to be classified as Asset (cost) and linked to its depreciation-expense and accumulated-depreciation accounts. Until you do that, journal-entry screens will list those assets as “not set up for journal entries yet”.
That message is about the missing account pairing, not a failed assignment. The confirmation line links straight to the GL Accounts page in a new tab, so you can finish the pairing without losing your import.
Your picks are remembered
When you confirm, the group-to-account picks are saved for your firm. The next grouped PDF schedule you import pre-fills the same choices, so recurring vendor files get faster each year.
A saved pick is only pre-filled when that account actually exists in the entity you are importing into. One client’s chart is never used to pre-fill another’s.
Groups that don’t match anything
Nothing is merged behind your back. If a file contains “Furniture and Fixtures” and “Furniture & Fixtures” as separate bands, you will see both in the list. You can point them at the same account, fix the source file, or tidy it after import.
Very long band labels are stored up to 100 characters.