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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.

To import class and location into Fathom from QuickBooks Online:

❗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.

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:

💡Pro 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.

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).

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.

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.

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.

'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.

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

To update the class and location financial data:

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

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:

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

❗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.

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.

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

💡Pro 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.

Additional knowledge & common questions: