Importing Class Data from QuickBooks Desktop
When importing a QuickBooks Desktop company into Fathom, you’re able to bring in class data for divisional analysis and reporting. This will help you to further filter your results to gain more detailed insights from your classes.
You can import up to 20 classes into Fathom for a single company when importing from QuickBooks Desktop.
❗Note: If you have not yet imported your QuickBooks Desktop company into Fathom, then please see our ‘Importing from QuickBooks Desktop’ article. This article assumes you have already made the initial company import into Fathom.
Adding Classes to a QuickBooks Desktop Company in Fathom
You’ll have the option to import your classes when you first import your QuickBooks Desktop company into Fathom. If you did not import classes with the initial import, then you’ll need to re-upload the company’s QuickBooks Desktop file into Fathom:
Depending on the file size and internet connection speeds, the import may take several minutes. Once the import has completed, you can go to ‘Step 1 - Update Data’ in your company’s Settings in Fathom. In the ‘Financials’ section, you should see that classes have been imported next to the ‘Tracking’ heading.
Congratulations on importing your divisional data! To continue to the next steps for setting up your company in Fathom, select the option below.
💡Pro Tip: We recommend completing the company setup if you’re setting up the company in Fathom for the first time before diving further into using divisional or class data in Fathom.
What is ‘Unclassified’ data?
'Unclassified data' in Fathom represents the difference between the data for the entire company, and data that has been assigned to your classes. You may have unclassified data in Fathom if there is data in your financials that has not been attributed to a class or if you have parent and child classes in QuickBooks.
Learn more about unclassified data and how the amount is calculated in our ‘Unclassified Data’ article.
Update or change the classes being imported
You are able to update the class data that is being imported to ensure that any changes made in QuickBooks are reflected in Fathom.
To update the class data from QuickBooks Desktop you’ll simply need to re-import the file. If you need to change the classes being imported, then you can edit the classes selected for import during the import process.
Congratulations on adding your class data to Fathom! Finish setting up your company for analysis, reporting, and forecasting or jump right into using divisions in Fathom by choosing one of the options below:
What you want to do:
Next step in process:
Want to import a budget for your QuickBooks Desktop company?
Happy with your budget and ready to begin setting up your Company Profile?
Additional knowledge & common questions: