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Changing company start date to earlier
Changing company start date to earlier

How do I upload prior periods for my company?

Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Contents

Can I change the start date for the company?

The initial company start date is imported into Fathom as an anchor point for all subsequent data. For companies sourced from MYOB, QuickBooks Desktop, or Excel the company start date cannot be changed to earlier, without deleting and reimporting the company.

Companies using QuickBooks Online or Xero as the source accounting software are able to change the company start date to include prior periods.

For all companies, the start date can be changed to later by removing prior periods.

❗ Notice: If the company is sourced from MYOB, QuickBooks Desktop, or Excel and the company start date is changed to a later period, it cannot then be changed to the previous, earlier start date.

Xero and QuickBooks Online

To change to any earlier start date for companies sourced from Xero or QuickBooks Online:

  1. Go to the 'Settings' for the company

  2. Select ‘Step 1 - Update Data’

  3. In the ‘Financials’ section, click the ‘Update’ button

  4. Select an earlier start date from the drop-down menu

  5. Select 'Update Data'

MYOB, QuickBooks Desktop, and Excel

If you have a company sourced from MYOB, QuickBooks Desktop, or Excel, then you’ll have to delete and re-import the company to change the start date to earlier.

To make the transition as seamless as possible and retain many of the company’s Settings (KPIs, non-financial data, targets, custom templates, etc.) and reports, take the following steps:

  1. Download the 'Financial results (in the Fathom Excel import template)' Excel report

    1. Go to 'Reports' for the company

    2. Select 'Excel reports' from the left sidebar

    3. Hover over the 'Financial results in Fathom import template' report and select the 'Cloud' icon

  2. If you have imported non-financial data for the company,

    1. Go to the 'Reports' for the company

    2. Select 'Excel Reports' from the left sidebar

    3. Download the 'Non-financial KPI Results (in the Fathom Excel import format)' report

      💡Pro Tip: If you have imported non-financial data via a connected Google Sheet, you can simply connect that Google Sheet to the re-imported company.

  3. Create a new Excel company with the Financial results Excel report downloaded during the first step in this process.

    📝 Note: You must change the company name by at least 1 character from the existing company name prior to importing the duplicated company
    (ex: change 'Fathom' to 'FathomHQ' in cell B1 on the import file)

  4. Copy over all settings (Chart of Accounts, KPIs, Targets, Alerts) from the original company to the new Excel company

  5. In 'Reports' for the original company, copy over reports to the new Excel company.

    1. Hover over a draft or published report and select the 'Three dots' icon

    2. Choose 'Save as template' from the drop-down menu and save the report as a custom template

    3. Hover over the new custom template and select the 'Three dots' icon

    4. Choose 'Copy to another company' and copy the template to the new Excel company

    5. Do this for any existing custom templates as well

  6. Freely delete the original company and re-import it with the correct starting date

  7. Copy over all settings from the Excel company to the re-imported company

  8. Import non-financial results via the Excel template previously downloaded during the second step of this process.

  9. Copy all custom templates over to the re-imported company from the Excel company

  10. Delete the Excel company

Additional knowledge & common questions

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