Preparing spreadsheet data for import

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See also: Importing asset data from an Excel spreadsheet

Before importing asset data from Excel (or another spreadsheet application) into Fixed Assets CS, you may need to take steps to prepare the data for import. Review the following information prior to importing asset data.

General information

Formatting guidelines

Consider the following guidelines when you are preparing to import asset data from an Excel file into Fixed Assets CS.

Examples of asset data that Fixed Assets CS verifies prior to import

This section includes examples of asset data that Fixed Assets CS verifies prior to importing the asset data.

General import category

Field Field type Acceptable values
Activity Alphabetic
  • 1040: A, Misc, C, Cc, E, F, 2106, 4835, K1
  • 1120: F, 4835, Rental, Page 1, A, COGS, Misc
  • 1065: F, 4835, Rental, Page 1, A, COGS, Sch K, Misc
  • 1041: C, Cc, E, F, 4835, Page 1, Misc
  • 990: OP, Opc, Rental, Page 1, Misc
  • Other: C, Cc, E, F, 2106, 4835, K1, A, Misc
  • Governmental: Gov, Prop, Fid, Misc
Unit # Numeric 1 - 250; blank defaults to 1.
Asset # Numeric 1 - 32000
Description Alphanumeric 0 - 45 characters; no quotation marks or commas.
Date In Service Date Any Excel date format, such as MM/DD/YY
Date Disposed Date Any Excel date format, such as MM/DD/YY
Gross Proceeds Numeric -9999999.99 - 99999999.99
Force Mid Qtr Numeric Y or YES = Yes; N or NO = No (blank defaults to No). Indicates the convention for prior-year assets.
Amort Section Numeric 59(e) Circulation, 59(e) Research, 59(e) IDC, 59(e) Development, 59(e) Mining, 167, 167(h), 169, 171, 173, 174, 178, 184, 194, 195, 197, 248, 263, 461, 616, 617, 709
Memo one Alphanumeric 0 - 45 characters; no quotation marks.
Memo two Alphanumeric 0 - 45 characters; no quotation marks.
Current yr bus % Decimal 0 - 100.00
Last yr bus % Decimal 0 - 100.00
2 yr ago bus % Decimal 0 - 100.00
3 yr ago bus % Decimal 0 - 100.00
4 yr ago bus % Decimal 0 - 100.00
5 yr ago bus % Decimal 0 - 100.00
Date Acquired Date Any Excel date format, such as MM/DD/YY
New / Used Alphabetic N = New; U = Used. (Blank defaults to New.)
Real property Alphabetic R = Real property. (Blank defaults to not real property.)
Vehicle/Listed Alphabetic
  • A = Luxury Auto
  • E = Electric vehicle
  • L = Listed Property (Non -Vehicle)
  • O = Other Personal Use Asset
  • S = Sport Utility Vehicle
  • T = Trucks and Vans
  • Blank = none of the above
Situs CS list* State postal code or state

* CS list = Thomson Reuters list

Association import category

Field Field type Acceptable values
Serial # Alphanumeric 0 - 45 characters
User associations Text (non-list) 0 - 25 characters
User associations Date Any Excel date format, such as MM/DD/YY
User associations Currency 0 - 99999999.99
User associations Text (list) 0 - 25 characters
CS associations* Text (list) 0 - 25 characters
CS associations* Date Any Excel date format, such as MM/DD/YY
CS associations* Currency 0 - 99999999.99
CS associations* CS list* This is a defined list that is set up in Fixed Assets CS.

* CS associations / list = Thomson Reuters associations / list

Treatment values import category

Field Field type Acceptable values
Cost Numeric -9999999.99 - 99999999.99
Method CS list*
  • M or MACRS
  • M SL or MACRS SL Class Life
  • M SL ADS or MACRS SL ADS Life
  • M 150 GDS or MACRS 150% & Farm
  • M 150 ADS or MACRS 150% ADS Life
  • I or MACRS - Indian Reservation
  • I 150 GDS or MACRS - Indian Res 150%
  • A or ACRS
  • A SL or ACRS SL
  • SL or Straight Line
  • 125 DB or 125% DB
  • 150 DB or 150% DB
  • 200 DB or 200% DB
  • YD or Years Digits
  • AM or Amortization
  • UOP or Units of Production
  • Memo
  • L or Land
Life Numeric 1 - 99
ADS Life Numeric 1 - 99
Salvage Value Numeric -9999999.99 - 99999999.99
Sec 179 expensed Numeric -9999999.99 - 999999.99
Prior depreciation Numeric -9999999.99 - 99999999.99
YTD depreciation Numeric -9999999.99 - 99999999.99
Cur depreciation Numeric -9999999.99 - 99999999.99

* CS list = Thomson Reuters list

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