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Asset register in browser only
In MYOB Practice, you can import assets into the asset register from a CSV file that you entered in Microsoft Excel or a CSV file that you exported from another system. You can only import one CSV file per import session.
Prepare to import
Open the file using Microsoft Excel (or your preferred spreadsheet software) to check the format and amend according to the CSV file format.
To help simplify the import process, we've created a template. Download this CSV Template file and open the file in your preferred spreadsheet software (e.g. Microsoft Excel). This template doesn't contain any data, so you can add your own.
The CSV file should include all column headings but they can appear in a different order. The headings are not case-sensitive.
While you don't need to complete all the fields for a successful import, make sure you don't delete any unused columns, or rename any column headings.
| Column | Column headings (field name) | Mandatory or optional | Rules for the data |
|---|---|---|---|
| A | Account code | Mandatory (if there are no Asset class names) Optional (if there are Asset class names) | Must exist in the chart of accounts |
| B | Asset class | Mandatory (if there are no Account codes) Optional (if there are Account codes) | Must exist in the chart of accounts |
| C | Asset type | Mandatory | Must be one of the following values (non-case-sensitive): To identify an asset as a General Asset:
To identify an asset as a Small Business Pool Asset: (AU only)
To identify an asset as a Small Business Pool Asset: (AU only)
|
| D | Asset code | Optional | Must be unique and less than 500 characters |
| E | Asset name | Mandatory | Must be less than 200 characters |
| F | Acquisition date | Mandatory (if there are no Start dates) for Pools (AU only) Optional (if there are Start dates) | Date format must be either:
|
| G | Cost | Mandatory |
|
| H | Start date-TAX | Mandatory (if there are no Aquisition dates) Optional (if there are Aquisition dates) | Date format must be either:
Note: Start date will be system calculated for pools |
| I | Opening w.d.v.-TAX | Mandatory (for prior year asset) N/A (for current year asset) | Must be less than the Cost for prior year asset |
| J | Method-TAX | Mandatory | Must be one of the following values (non-case-sensitive): Australia
New Zealand
|
| K | Depreciation rate1-TAX | Optional | Accept value between:
|
| L | Depreciation rate2-TAX | Optional | Accept value between:
|
| M | Effect life years | Optional | Accept value between:
|
| N | Effect life months | Optional | Accept value between:
|
| O | PrivateUse-TAX | Optional | Accept value between:
|
| P | Accum PU-TAX | Optional |
|
| Q | Is motor vehicle | Optional | Must be either:
Note: blank will be treated as N |
| R | Start date-ACC | Mandatory (if there are no Start date-TAX or Acquisition date) Optional (if there are Start date-TAX or Acquisition date) | Date format must be either:
|
| S | Opening w.d.v-ACC | Mandatory (for prior year asset) N/A (for current year asset) | Must be less than the Cost for prior year asset |
| T | Method-ACC | Optional
| Accepts one the following values (non-case-sensitive): For Australia and New Zealand
|
| U | Depreciation rate1-ACC | Optional | Accept value between:
|
| V | Depreciation rate2-ACC | Optional | Accept value between:
|
| W | Private Use-ACC | Optional | Accept value between:
|
| X | Accum PU-ACC | Optional |
|
Importing a CSV file
- In MYOB Practice choose a client form your Client list.
- Choose Compliance from the header menu.
- Go to Asset register tile.
- Choose Add asset in the top-right corner and then choose Import CSV.
- Follow the on-screen instructions to upload the CSV file.
Note that you can only import one CSV file per import session. If you have more than one file to import, repeat the steps from 1 through 4.
If the formatting of the import CSV file is incorrect, errors will be displayed on the screen and the reason why.
Make sure that your file:
- is a .CSV file only
- contains all column headings in the file format requirements
- satisfies the file format requirements (see above)
If you receive any of the import errors, review and adjust the format of the CSV file and import again.
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