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https://help.myob.com/wiki/x/R7hqAg
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To help make importing easier, we've created a template that already contains all the column headings in the required format. Download this template file and open it in Excel, then add your own data.
The CSV file should include all column headings. These can appear in a different order, and are not case-sensitive.
You don't need to complete all the fields for a successful import, but make sure you don't delete any unused columns or rename any column headings.
- The maximum CSV file size is 1MB
- If your CSV file contains more than 500 assets, we suggest you split it into several files to avoid going over the size limit
| Column | Column heading (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 one of:
|
| G | Cost | Mandatory |
|
| H | Start date-TAX | Mandatory (if there are no Aquisition dates) Optional (if there are Aquisition dates) | Date format must be one of:
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) |
|
| 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:
Note: If the asset start date (H) is in the current year, a value should exist in this field as well as L Depreciation rate2-TAX to have the correct depreciation calculations. |
| L | Depreciation rate2-TAX | Optional | Accept value between:
Note: If the asset start date (H) is in the prior year, a value should exist in this field to have the correct depreciation calculations. |
| M | Effect life years | Optional | Accept value between:
|
| N | Effect life months | Optional | Accept value between:
|
| O | PrivateUse-TAX | Optional | Accept value between:
Note:
|
| 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 one of:
|
| S | Opening w.d.v-ACC | Mandatory (for prior year asset) N/A (for current year asset) |
|
| T | Method-ACC | Optional
| Accept one of the following values (non-case-sensitive):
|
| 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 |
|
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