Note: The Fathom desktop connector is an executable file (.exe). It can only be opened from a Windows operating system. It cannot be opened from a Mac operating system.

The Fathom Desktop Connector is a small (~6MB) application that can be downloaded from within Fathom. 

The Desktop Connector allows you to import accounting files from your local computer or a mapped network drive. You can extract and securely upload the financial data into Fathom.

The connector currently supports multiple accounting software vendors. For more specific help relating to each vendor please select the relevant help article:

  1. MYOB Account Right
  2. Intuit QuickBooks Desktop
  3. Excel

Download the Fathom Desktop Connector

The Fathom desktop connector can be downloaded from within Fathom.

To do so, first log in to Fathom, and click 'Add a company' in the top right.

Choose from QuickBooks, MYOB, or Excel.

You will then see the option to 'Launch the Fathom Desktop Connector'. This will download a '.exe' file. You can use this executable file to import your desktop files into Fathom.

Launching the Desktop Connector

The first time you launch the desktop connector, you are required to provide your email and password. These should be the same details used to log in to Fathom.

Your password will be remembered for the next time you use the connector.

Adding or updating company files

Adding a new company or updating an old one uses the same process. Simply click the 'Add Files' button and select the files from your computer. You can use CTRL and SHIFT keys to select multiple files at once in the file selector dialog.

The connector will indicate which files are new and which files are updating an existing company.

Note: You cannot add two companies with the same name.

For more detail on adding specific files, view the dedicated articles:

  1. MYOB Account Right
  2. Intuit QuickBooks Desktop
  3. Excel

What information is extracted?

The Fathom Desktop Connector extracts the following information and securely uploads this information to the Fathom servers.

  1. Company details such as the name of the company, financial year and currency.
  2. The chart of accounts.
  3. Financial statements such as the Profit/Loss and Balance Sheet
  4. In the case of an error, relevant debugging information to help resolve the issue quickly.

The source file itself (ie. *.myo, *.qbw, *.xlsx) is not uploaded to Fathom

For clarity, no personal data such as credit card information, login details, customer contact information, etc. is uploaded to the Fathom servers. It is the responsibility of the account holder to make certain that no personal data is inadvertently exposed in the chart of accounts.

All data is encrypted using SSL as it is transferred to Fathom.

Requirements

Operating System

The Fathom Desktop Connector utilises Microsoft ClickOnce technology and consequently will only work on Windows 7 and Windows 8 or later.

Macintosh OS/X is not supported.

Web Browser

The connector can be launched from Google Chrome, Microsoft Edge, Safari or Firefox. 

Microsoft .NET Framework

The Microsoft .NET framework v4.7.1 must be installed on your system. Most Windows installations will already have this installed however if necessary it will be automatically downloaded for you as part of the installation of the desktop connector.

To install the .NET framework manually:

  1. Go to https://dotnet.microsoft.com/download/dotnet-framework-runtime.
  2. Click "Download Runtime".
  3. Wait for the installer to download the framework.
  4. The computer may need to be restarted after the installation finishes.

Hosted Environments

If you are using the Desktop Connector to import hosted QuickBooks files, please see this article for more information: Using the Fathom Desktop Connector in a Server Environment

Using the Desktop Connector with Windows Terminal Server

The Connector uses Microsoft ClickOnce technology which is only supported in the most recent versions of Windows Terminal Server.

According to a Microsoft Knowledge Base article, ClickOnce is not supported on Windows Terminal Servers including 2003, 2003 R2, 2008 & 2008 R2.

However Windows Terminal Server 2012 R2 has introduced support for ClickOnce. While the Fathom Desktop Connector can't be published as a RemoteApp directly, it can now be installed and run through a web browser such as Internet Explorer which itself is published as a RemoteApp.

Using the Desktop Connector in a Citrix Environment

The following article from the Citrix Support website is a helpful resource:

Understanding Citrix XenApp and ClickOnce Applications

Updates

From time to time the connector will be updated to incorporate new features and/or improvements. This requires no user interaction. The new version will be downloaded automatically when you launch the connector.

Troubleshooting

For problems related to a specific file type or vendor please see the relevant help article:

  1. MYOB Account Right
  2. Intuit QuickBooks Desktop
  3. Excel

To troubleshoot issues with the Fathom Desktop Connector, visit the following article:

Troubleshooting the Desktop Connector

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