Importing financial data from QuickBooks Desktop
To import data from a QuickBooks Desktop file (.qbw), you will need to download and install the Fathom Desktop Connector. After installation, you will be able to upload data from your QuickBooks files into Fathom.
The Fathom Desktop Connector will work with any recent version of QuickBooks Desktop from the US, United Kingdom and Canada. We support versions from the current year and the three years prior. This includes Pro, Premier (all editions), Simple Start, and Enterprise Solutions. In cases where we do not integrate directly, we suggest using Excel to import your data.
❗ Note: If your QuickBooks Desktop files are hosted or in a server environment, please see our article on Using the Fathom Desktop Connector in a hosted or server environment.
Installing the Fathom Desktop Connector
To install the Connector and import financial data from QuickBooks Desktop:
⚠️ Error Alert: Is the Fathom Desktop Connector not launching? Please see our Desktop Connector issues article.
Connecting Fathom to your QuickBooks Desktop file
After launching the Desktop Connector, follow these steps to import your company data into Fathom:
Fathom will then securely extract the data from your QuickBooks Desktop file, along with your selected classes, if applicable. Depending on the file size and internet connection speeds, this may take several minutes.
After the file is uploaded to Fathom, you’ll be prompted with a message to take you to your ‘My Companies’ page in Fathom. You should see the company listed on the ‘My Companies’ page where you’ll be able to access the settings, analysis, reports, and forecasting tools.
⚠️ Error Alert: Trying to connect your QuickBooks Desktop company to Fathom and receiving an error? Please see our QuickBooks Desktop connection issues article.
What if I am the accountant and not the administrator on the company file?
The administrator is the only user who can make the initial connection, but they can set the connection up so that other users are allowed to perform subsequent connections.
For this approach to work, the owner of the file will need to be comfortable creating a new user and performing an initial connection to the Fathom Desktop Connector in their environment. Alternatively you could ask them to briefly change the Administrator password and send you the file so that you can facilitate this process for them.
The steps for the 'Administrator' to follow are:
Updating your QuickBooks Desktop Company in Fathom
To update your financials from QuickBooks Desktop, you’ll need to use the Fathom Desktop Connector to re-import the QuickBooks Desktop file.
Congratulations on connecting your QuickBooks Desktop company to Fathom! Continue in the 'Getting Started Workflow' to finish setting up your company for analysis, reporting, and forecasting. Choose from the next workflow steps below:
What you want to do:
Next step in setup process:
Did you miss out on importing your classes with your company? You can still do so.
Want to import a budget for your company?
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.
Additional knowledge & common questions: