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:
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:
Additional knowledge & common questions