Importing for the first time

After importing your company data from QuickBooks Online for the first time, you'll be able to apply a budget from QuickBooks Online.

If you only have a single budget in QuickBooks Online, this will automatically be imported.

If you have multiple budgets in QuickBooks Online, you will need to select the budget that you would like to apply.

Note: While you can create multiple budgets in QuickBooks Online, Fathom only allows one budget to be connected at a single time.

Add/Manage/Update your budget

You can manage or update your budget data in Fathom at any time. To do so, proceed to 'Step 1 - Update data' of the company settings.

Under the heading for 'Budget', you will be able to see if a budget has been imported.

Add a new budget

If you currently do not have a budget applied, click 'Add a budget', then select 'QuickBooks'.

You will be able to select a budget from QuickBooks Online to import into Fathom.

Note: While you can create multiple budgets in QuickBooks Online, Fathom only allows one budget to be connected at a single time.

Manage/Update your budget

If you have an existing budget from QuickBooks Online, click 'Update from QuickBooks Online'. You can then select a different budget from QuickBooks Online to import into Fathom, or update the existing budget.

Adding a budget from Excel

Alternatively, you are able to import a budget from Excel. To do so, first remove any existing budget from QuickBooks Online by clicking 'Remove budget'.

Then, select 'Add a budget'. You will be able to import your budget from QuickBooks Online or Excel.

View the following help article for more detail on importing a budget from Excel.

Budgets and Classes/Locations

Budgets can only be applied to the entire entity, not to individual classes or locations.

However, if you import classes or locations as standalone companies in Fathom, you can then apply budgets. For more information, view the following help article on Adding Budgets for Divisions.

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