❗Note: This article details how to import a QuickBooks Online Advanced company. If you have a non-Advanced QBO subscription, then please see our 'Importing from QuickBooks Online' article.
Accessing Fathom’s Smart Reporting with QBO Advanced
If you have a QuickBooks Online Advanced subscription, then you're able to connect your QBO Advanced company to Fathom at no additional charge.
When you connect a QuickBooks Online Advanced company to Fathom, your company’s Chart of Accounts will automatically be brought into Fathom. You can import a maximum of 3000 accounts.
💡Pro Tip: Archived accounts are also imported, but only where they have data assigned to them historically. Archived accounts with no data will not be imported.
⚠️ Error Alert: Trying to connect to Fathom and receiving an error saying the company is not yet connected? Please see our 'This company is not yet connected' article.
Connecting to Fathom's Smart Reporting from QBO Advanced
Those with Master Admin or Company Admin roles in QuickBooks can establish a connection with Fathom following the steps below:
Once the connection has gone through, you'll find yourself in the 'Analysis Tools' for your company. You can select 'Settings' in the top black bar to finish configuring your company's setup in Fathom.
⚠️ Error Alert: If you are receiving an error saying the company is not yet connected, please see the 'This company is not yet connected' article.
Updating your QuickBooks Online Advanced company in Fathom
You can update the financials of your QuickBooks Online Advanced company in Fathom in the company’s Settings.
💡Pro Tip: If you have ‘automatic updates’ selected then your financials will automatically update in Fathom once every 24 hours. You can learn more about automatic updates from our ‘Automatic Updates’ article.
Congratulations on connecting your QuickBooks Advanced company to Fathom! Finish setting up your company for analysis, reporting, and forecasting by choosing from one of the next steps below:
What you want to do:
Next step in setup process:
Have classes or locations you want to analyse or report on?
Want to switch out the budget that was automatically imported?
Happy with the above and ready to begin setting up your Company Profile?
💡Pro Tip: If you want to consolidate several companies in Fathom, we recommend importing and completing the setup process for each company before creating a consolidated group.