Adding a company to Fathom from MYOB AccountRight
Fathom seamlessly and securely integrates with the following versions of MYOB AccountRight for Australia & New Zealand:
AccountRight Live 2013 and later (Basics, Standard, Plus)
AccountRight v19 (Enterprise, Premier, Plus & Standard)
Accounting Plus v18.5, Premier v12.5, Premier Enterprise v6.5
Accounting Plus v18, Premier v12, Premier Enterprise v6
Accounting Plus v17, Premier v11, Premier Enterprise v5
Fathom does not support:
AccountRight Live 2011
AccountRight Live 2012
AccountEdge for MAC OS/X
MYOB Enterprise (EXO)
Typically, Fathom will integrate with the current version of MYOB and the three prior versions. In cases where we do not integrate directly, we suggest using Excel to import your data.
Installing the Fathom Desktop Connector
To import data from a MYOB file (.myo or .myox), please download and install the Desktop Connector. After installation, you will be able to extract and upload data from your MYOB files. For system requirements and other information please see our article on the Fathom Desktop Connector.
To install the Fathom Desktop Connector:
⚠️ Error Alert: Is the Fathom Desktop Connector not working? Please see our Desktop Connector issues article.
Connecting Fathom to your MYOB AccountRight file
After launching the Desktop Connector, follow these steps to import your company data into Fathom:
The connector will securely extract the financial statement data for all periods within the MYOB file. This includes data for the prior, current, and future financial years.
After the file is uploaded to Fathom, you’ll be prompted with a message to take you to your ‘My Companies’ page in Fathom. You should see the company listed on the ‘My Companies’ page where you’ll be able to access the settings, analysis, reports, and forecasting tools.
⚠️ Error Alert: Trying to connect your MYOB AccountRight company to Fathom and receiving an error? Please see our MYOB connection issues article.
Updating your MYOB AccountRight company in Fathom
To update your financials from MYOB AccountRight, you’ll need to use the Fathom Desktop Connector to re-import the MYOB AccountRight file.
Congratulations on connecting your MYOB AccountRight company to Fathom! Finish setting up your company for analysis, reporting, and forecasting by continuing on in the 'Getting Started Workflow'. Choose from the next steps below:
What you want to do:
Next step in setup process:
Want to import a budget for the company? You can import a budget from Excel.
Happy with the above and ready to begin setting up your Company Profile?
💡Pro Tip: If you want to consolidate several companies in Fathom, we recommend importing and completing the setup process for each company before creating a consolidated group.