Add a QuickBooks Online company to Fathom

Fathom has a direct integration with QuickBooks Online and works in most regions. At this stage we cannot integrate with company files from France.

When you import a QuickBooks Online company into Fathom, your company’s Chart of Accounts will automatically be brought into Fathom. You can import a maximum of 3000 accounts. Fathom will detect if the company is using cash-basis or accrual accounting.

Companies on a Portfolio plan can import up to 36 months of financial data while companies on a Fathom Pro plan can import up to 96 months (8 years) of financial data. Learn more about Fathom’s data limits from our ‘Fathom Limits’ article.

💡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.

📝 Note: While you can import financial data into Fathom from QuickBooks Ledger, you cannot import budget, class, or location data. You can import budget data into Fathom from Excel for QuickBooks Ledger companies.

Who can import data from QuickBooks Online into Fathom?

Users with Master Admin or Company Admin roles in QuickBooks can import data into Fathom.

In Fathom, Admin-level users and users with the ‘Add a company’ Advanced User Permission can import companies into Fathom.

Import financials from QuickBooks Online

To add a company from QuickBooks Online into Fathom:

On the My Companies page, click Add or, if you’re importing your first company, click + Add a company
Select Company
Choose QuickBooks and click Continue
Select QuickBooks Online
Connect to QuickBooks. You’ll be asked to enter your QuickBooks credentials to authorise the connection.
Choose to import onto a Fathom Pro or Portfolio plan and click Next

💡 Smart Tip: If you’re a triallist, we recommend choosing Fathom Pro so you can try out all of Fathom’s features during your trial. You can learn more about the plan options from our ‘Fathom Pro v Portfolio’ article.
Select a company to import and click Next
Choose Connect
Choose Done. If you wish to import additional QuickBooks Online companies, select + Add another company and repeat steps 8 and 9.

Fathom will begin to import your financial data. Once completed, you can see your QuickBooks company or companies listed on the 'My Companies' screen in Fathom.

What's next?

After you’ve imported your financials into Fathom, the next steps depend on the plan type you chose when importing. You’ll find setup steps for both plan types in our ‘Getting Started with Fathom’ article.

Start Set Up

Update your financial data from QuickBooks Online

Companies on Portfolio and Fathom Pro plans can trigger a manual update of their QuickBooks Online company at any time from the My Companies page.

💡 Smart Tip: You can bulk update QuickBooks Online companies from the My Companies page, regardless of plan type.

Additional update options for Fathom Pro

Companies on a Fathom Pro plan can also trigger a manual update from the Company Settings and set up automatic updates. You can also import Month-to-Date data for QuickBooks Online companies on a Fathom Pro plan.

To access the Company Settings and trigger a manual update or set up automatic updates:

On the My Companies page, hover over the company and select the Cog/Gear icon
Select the Update Data option in the Company Settings
Under Financials, click Update from QuickBooks Online
To turn on automatic updates, check the ‘Automatically update every day’ checkbox just under the ‘Update from QuickBooks Online’ button

Automatic updates will update your financials from QuickBooks Online once every 24 hours. You can still trigger a manual update at any time while automatic updates are on. Learn more from our ‘Automatic Updates’ article.

💡 Smart Tip: Your financials will default to update through the most recently completed calendar month. If you want month-to-date financials imported into Fathom, then you’ll need to select this using the ‘edit’ option that appears when you turn on automatic updates.

Learn more