After completing the initial import of QuickBooks Online company data into Fathom, you will be able to bring in any class or location data for divisional analysis. This will help you to further filter your results to gain more detailed insights of your classes and locations.

You can import up to 60 classes and locations into Fathom for a single company when importing from QuickBooks Online.

Process

First, head to 'Step 1 - Update data' in your company settings, and select the 'edit' button next to the 'Tracking' heading.

Then, select which tracking classes you wish to import for analysis. You can choose a maximum of 60 tracking classes or locations per company.

After selecting tracking class options, click on ‘Confirm selection’, then 'Import' to start the import process.

Note: Fathom doesn't recognise the hierarchy between parent classes and child classes. It's recommended to only import child classes into Fathom. This will allow you to drill down into the most detail, while preventing double counting of results.

While the import is occurring, you can keep using Fathom - simply click ‘Continue using Fathom’ to proceed. You will then be notified when the import is complete.

Note: The import of data for each tracking category may take up to 1 minute, depending on the number of monthly periods to be imported.

Updating tracking class data from QuickBooks Online

You are able to update the tracking class data that is being imported, to ensure that any changes made in QuickBooks Online are reflected in Fathom.

To do so, proceed to 'Step 1 - Update Data' of the company settings, and click 'Update from QuickBooks Online'.

You can also select the checkbox to 'Automatically update every day'. This will automatically update Fathom from QuickBooks Online on a daily basis.

For more detailed information on divisional analysis, view the following help article: Getting started with divisions.

Troubleshooting

Why is the data that is 'Unclassified' showing an incorrect value?

'Unclassified data' in Fathom represents the difference between the data for the entire company, and data that has been assigned to your classes.

Fathom does not retain or recognise the class hierarchy from QuickBooks. Each class is a distinct entity without any relationship to other imported classes. 

This means that if you import both parent and child classes, the "unclassified" amount can actually become negative, because the sum of the parent and child classes is actually larger than the full company total.

e.g. 

Full company total = 100
Child A = 25
Child B = 25
Child C = 25
Parent of A, B, and C = 75

In this example, the correct 'Unclassified' amount should be 25 (100 - 75). However, if you import both the child and parent classes, the amounts will be double-counted, and the data attributed to classes will = 150, which is larger than the full company total. The unclassified amount will then be shown as -50 in Fathom.

It is important that you do not import both parent and child classes at once. In QuickBooks, the parent class sums the amounts from any child classes. If both the parent and child class are imported into Fathom, then amounts will be double-counted.

We recommend just importing the child classes into Fathom. This will allow you to drill into the most detail when viewing your company data, and will ensure that the 'Unclassified' amount is correct.

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