- Created by ShuangG, last modified by MartinW on Jan 24, 2022
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https://help.myob.com/wiki/x/goH4B
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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 recommend 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 | (Australia) Mandatory (if there is no start date for pools) Optional (if there are start dates) | Date format must be one of:
|
G | Cost | Mandatory |
|
H | Start date-TAX | Mandatory (if there is no Aquisition date) Optional (if there is an Aquisition date) | Date format must be one of:
The system calculates the start date 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 | Must be between:
If the asset start date (H) is in the current year, it's mandatory to have a value in this field as well as L Depreciation rate2-TAX to calculate the correct depreciation.
|
L | Depreciation rate2-TAX | Optional | Must be between:
If the asset start date (H) is in the prior year, it's mandatory to have a value in this field to calculate the correct depreciation.
|
M | Effect life years | Optional | Must be between:
|
N | Effect life months | Optional | Must be between:
|
O | PrivateUse-TAX | Optional | Must be between:
|
P | Accum PU-TAX | Optional |
|
Q | Is motor vehicle | Optional | Must be either:
A blank is treated as N.
|
R | Start date-ACC | Mandatory (if there is 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 a prior year asset) N/A (for a current year asset) |
|
T | Method-ACC | Optional
| Accept one of the following values (non-case-sensitive):
|
U | Depreciation rate1-ACC | Optional | Must be between:
|
V | Depreciation rate2-ACC | Optional | Must be between:
|
W | Private Use-ACC | Optional | Must be between:
|
X | Accum PU-ACC | Optional |
|