Add a MYOB Business company to Fathom

Fathom has a direct integration with MYOB Business.

When you import a MYOB company into Fathom, your company’s Chart of Accounts will automatically be brought into Fathom. You can import a maximum of 3000 accounts.

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.

Who can import data from MYOB Business into Fathom?

Users with an Administrator role for a company in MYOB Business will be able to import data into Fathom.

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

Which MYOB Business plans does Fathom connect with?

You can import financial data into Fathom from the Lite, Pro, and AccountRight Plus versions of MYOB Business.

You can also import financial data into Fathom from MYOB Desktop.

Importing financial data from MYOB Business

To add a company from MYOB Business into Fathom:

On the My Companies page, click Add or, if you’re importing your first company, click + Add a company.
Select Company.
Choose MYOB and click Continue.
Select MYOB Cloud.
Connect to MYOB. You’ll be asked to enter your MYOB credentials to authorise the connection.
You may need to enter additional credentials for Fathom to access your MYOB company file:
1. If you have linked your company file to your my.myob account:
  1. Do not enter in a username or password, Fathom will use the my.myob credentials you supplied during the step to access the company file.
2. If you have not linked your company file to your my.myob account:
  1. Select Use username and password to log in to this company.
  2. Enter the credentials for the company file.
📝 Note: MYOB recommends linking the company file to your my.myob account. Here are instructions detailing how to do this.
Choose to import onto a Fathom Pro or Portfolio plan.

💡 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.
Click Next.
Select the company or companies you wish to import and click Import.

Fathom will begin to import your financial data. Once completed, you can see your MYOB 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 ‘Get Started with Fathom’ article.

Start Setup

Frequently Asked Questions

Company File version

Each MYOB file has a company file version, the version of MYOB in which the file was initially created. You can see the version by opening your library browser in MYOB and hovering over the file name. If your MYOB file is stored online, MYOB requires it to be no more than three versions behind the most recent version of MYOB Desktop.

If you encounter this issue, you must first upgrade your desktop client to the latest version and then open your company file. You will be prompted to upgrade the company file.

How are 13th-period adjustments reported in Fathom?

13th-period adjustments will not be distinguishable from regular financial results within Fathom.

The data will be applied to the monthly results based on the transaction date of the adjustment.

For example, adjustments made in the '13th period' to April results will be visible in Fathom reports for the month of April and for that financial year.

Update your financial data from MYOB Business

You can manually update companies sourced from MYOB Business at any time from the My Companies page.

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To update a company:

Click the Three dots icon on the right side of the company's row.
From the dropdown menu, select Update.

💡 Smart Tip: Updating multiple MYOB Business companies? You can trigger a bulk update directly from the My Companies page.

Enable automatic daily updates

From the My Companies page, you can activate automatic daily updates for companies sourced from MYOB Business.

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To enable automatic updates:

Select the Three dots icon in the Options column, to the right of the company's name
From the drop-down menu, click the option to Enable automatic updates

Automatic updates will update your financials from MYOB Business once every 24 hours. You can still trigger a manual update at any time while automatic updates are on.

💡 Smart Tip: By default, your financials will update through the most recently completed calendar month. For companies on a Fathom Pro plan, you can choose to update results with month-to-date (MTD) financials. For a how-to guide, visit our Automatic Updates article.

Learn more

Import financials from MYOB Business