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:

  1. Open your company file in QuickBooks Desktop.

  2. Ensure that there are no other company files open and that all dialog boxes in QuickBooks are closed.

  3. Open the Fathom Desktop Connector on your machine. If you need to re-download the Fathom Desktop Connector, you can do so by going to ‘Step 1 - Update Data’ of the company’s Settings. Select the grey ‘Update from QuickBooks Desktop’ button and you’ll be taken to a page where you can re-download the Connector.

  4. If necessary, log back into the Connector.

  5. Select the ‘+ Add Files’ button and choose the QuickBooks Desktop file for the company.

  6. You should see your QuickBooks files listed in the Fathom Desktop Connector. If you have classes in your QuickBooks file, you can select ‘Edit’ next to the company name in the Connector. Choose which classes you wish to import into Fathom.

    Note: Fathom does not recognise the hierarchy between parent classes and child classes. It's recommended to only import child classes into Fathom. This will allow you to drill down into the most detail, while preventing double counting of results. This will result in some ‘Unclassified Data’.

  7. Select ‘Upload to 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.

Next Steps

Congratulations on adding your class data to Fathom! Finish the 'Getting Started Workflow' by setting up your company for analysis, reporting, and forecasting.

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?

Completing the 'Using Divisions Workflow'? Choose from the options below:

What you want to do:

Where to go next:

Set up divisional KPIs

Perform divisional analysis

Report on your divisions

💡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 data in Fathom.

Additional knowledge & common questions:

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