The Import screen is accessed via  File > Open > Import/Export.

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It is used to import Fixed Asset Register data for a client (or clients) that was previously exported.

If the client already exists in the destination database, only its Fixed Asset Register data will be overwritten on import. Data relating to other products, e.g. CCH Accounts Production, is untouched.

If the client does not already exist in the destination database, export the CCH Accounts Production data and import that into the destination database.

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Select the Click here to select the file to import hyperlink to browse to the import file.

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The clients that are contained in the import file are listed. You are warned if any of them already exist in the Central database.

If you do not wish to import any of the clients in the file then untick them from the list.

Click Next.

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Any errors will be reported in the Message column.

Once Import complete, click Finish.

Related documents

Part Disposals
Part Disposals
Changing Entity Type
Changing Entity Type
Asset Movement
The document outlines the functionality of the Asset Movement screen, detailing how asset transactions are recorded in the Fixed Asset Register, independent of CCH Accounts Production. It describes five types of movements: Cost B/Fwd, Addition, Adjustment, Revaluation, and Disposal, each with specific criteria and purposes. The document also covers the protocol for asset movement dates, especially concerning finalized periods, and discusses the Change of Method movement for altering depreciation methods. Additionally, it includes guidelines on how movements affect nominal accounts and the conditions under which movement deletion is permissible.
Asset Classes
The Asset class section is used to define the ledger accounts which must be used for the posting of the asset transactions and the method of depreciation.
Master Asset Classes: Fixed Asset Register
The document outlines the functionality of Master Asset Classes within the Fixed Asset Register's Set Up screen in CCH Accounts Production. These classes provide default settings for client-level Asset Classes and are integral to the CCH chart of accounts versioning system. While Master Asset Classes cannot typically be edited, users can modify them when creating a new Practice Master Pack. Access to Master Asset Classes is through the Set Up screen or the menu path: File > Maintenance > Accounts > Master Asset Classes.