Importing your data
Getting a client's assets in, from a spreadsheet, a vendor export, or a prior-year return
By Andy1 author14 articles
- What's already been done when the mapping table opens
- Import a book depreciation schedule
- Update existing assets when a file matches by Asset ID
- Reading the mapping table
- The three required fields
- Mapping columns: common questions
- Mapping columns, and what the step does
- Grouping assets, and what the Group column does
- Where the grouping question appears
- Route groups to activities
- Route groups to GL accounts
- The Source Category column and filter
- Change a routing decision, or assign groups in bulk
- Grouping assets: common questions