This feature is included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can be upgraded to Fathom Pro at any time.

Add classes and locations to a QuickBooks Online company

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

When importing from QuickBooks Online, you can import up to 60 classes and locations into Fathom for a single company.

📝 Note: It is not possible to import class or location data into Fathom from QuickBooks Ledger companies.

Import Classes and Locations from QuickBooks Online

To import class and location into Fathom from QuickBooks Online:

Go to 'Update data' in the company's Settings
Select the 'edit' button next to the 'Tracking' heading.
Then, select which classes and locations you wish to import for analysis and reporting. You can choose a maximum of 60 classes or locations per company.
After selecting the classes and locations for import, click on 'Confirm selection', then 'Import' to start the import process.
While the import occurs, you can keep using Fathom for other imported companies - click 'Continue using Fathom' to proceed. You will then be notified when the import is complete.

📝 Note: Importing data for each class or location may take up to 1 minute, depending on the number of monthly periods to be imported. You'll want to update your budget if you add or remove divisions in Fathom. This is especially important if you have imported or wish to import class or location budgets into Fathom.

💡Smart Tip: If you're an Advisor or Admin-level user on a Fathom account, you can follow and complete the Divisions Checklist steps within Fathom. Launch the Divisions Checklist

Congratulations on importing your divisional data! To continue onto the next steps in setting up your company or using divisions in Fathom, click the option below:

Continue setting up your company in Fathom

💡Smart Tip: We recommend completing the company setup if you're setting up the company in Fathom for the first time before diving further into using divisional data in Fathom.

Parent and Child divisions or subdivisions

When importing a class and location hierarchy from QuickBooks Online, parent amounts will be imported and displayed on their own without the inclusion of the child amounts (unless the child divisions are not imported).

	QuickBooks Online	Fathom
Overall	400	400
Parent	100	100
Child 1	100	100
Child 2	100	100
Child 3	100	100
Unclassified	0	0

Child amounts roll up to the parent division

If you prefer to have child data roll up into the corresponding parent division, you can choose not to import the child divisions. Any unimported child division amounts will roll up into the appropriate parent division.

	QuickBooks Online	Fathom
Overall	400	400
Parent	100	200*
Child 1	100	100
Child 2	100	100
Child 3 (not imported)	100	N/A
Unclassified	0	0

*Parent amount includes both the parent and the unimported child amounts.

Avoid duplicate divisions

You'll want to ensure your class tree hierarchy is set up correctly in QuickBooks to avoid double-counting in Fathom. Fathom identifies parent and child classes based on their relationship in QuickBooks, not based on name-matching.

Example: A company has created classes to designate the different regions of their business. They have a European Union (EU) class and have further subdivided the EU class by country. To further understand the company's performance in specific cities, they want to further subdivide the country classes by city. They'll want to ensure they designate the city classes as subclasses of the corresponding country class and the country classes as subclasses of the EU class.

With the above configuration, the 'Germany' parent class and the 'Germany' child class are considered separate classes; the results for 'Germany' will be displayed in two separate classes.

The above configuration is correct because 'Germany' has been designated as a subclass of the 'EU' class, and the city classes have been designated as subclasses of the 'Germany' class. Fathom reads 'Germany' as one class.

What is 'Unclassified' data?

'Unclassified data' in Fathom represents the difference between the data for the entire company and the data assigned to your classes. You may have unclassified data in Fathom if there is data in your financials that has not been attributed to a class or location or if you have parent and child classes in QuickBooks.

Learn more about unclassified data and how the amount is calculated in our 'Unclassified Data' article.

Update your class and location data

You can update the class and location data that is being imported to ensure that any changes made in QuickBooks Online are reflected in Fathom.

To update the class and location financial data:

Go to 'Update Data' in the company's Settings
Click 'Update from QuickBooks Online'.

💡Smart Tip: You can also select the 'Automatically update every day' checkbox. This will automatically update Fathom from QuickBooks Online once every 24 hours.

I changed the name of my classes or locations in QuickBooks Online

If you have changed the name of a class or location in QuickBooks, you'll need to trigger a more substantial update of the data to reflect the changes in Fathom.

To trigger a 'super update' of QuickBooks data into Fathom:

Go to 'Update Data' in the company's Settings
Select 'edit' next to the 'Tracking' option
Remove the divisions for the company and confirm the removal
Select 'disconnect' next to where the 'Source' is listed
Select 'Connect to QuickBooks Online'
Select 'edit' next to the 'Tracking' option
Add back the divisions and confirm the import

Change the classes or locations being imported

If you need to change the classes or locations being imported:

Go to 'Update Data' in the company's Settings
Select 'edit' next to the 'Tracking' option.
From the open menu, select the classes and locations to be imported into Fathom.
Click 'Confirm Selection'
Select 'Update'

📝 Note: If you add or remove divisions in Fathom, you'll want to update your budget. This is especially important if you have imported class or location budgets into Fathom.

Next Steps

Congratulations on adding your class and location data to Fathom! Finish the 'Getting Started Workflow' by setting up your company for analysis, reporting, and forecasting.

What you want to do:	Next step in the process:
Want to switch out the budget that was automatically imported or import a budget from Excel?	Import a Budget from QuickBooks Import a Budget from Excel
Happy with your budget and ready to begin setting up your Company Profile?	Set up your Company Profile

Completing the 'Using Divisions Workflow'? Choose from the options below:

What you want to do:	Where to go:
Import class or location budgets	Import a Budget from QuickBooks
Set up divisional KPIs	Using Divisions in KPIs
Perform divisional analysis	Using Divisions in the Analysis Tools
Report on your divisions	Reporting on Divisions