Fathom

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How to best connect and set up your companies

Get Started with Fathom

Fathom's Learning Resources

Fathom Video Training

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Fathom integrates with Xero, QuickBooks, Sage, MYOB, FreeAgent and Excel

Import Financials

Connect and update your Xero company in Fathom

Import financials from Xero

Connect and update your QuickBooks Online data in Fathom

Import financials from QuickBooks Online

Upload & update your financial data from QuickBooks Desktop

Import financials from QuickBooks Desktop

Upload & update your financial data from MYOB Business

Import financials from MYOB Business

Uploading & updating your financial data from MYOB Desktop

Import financials from MYOB Desktop

Connect and update your Sage Business Cloud Accounting company in Fathom

Import financials from Sage Business Cloud Accounting

Upload & update your financial data from Sage 50 Accounts (UK & Ireland)

Import financials from Sage 50 Accounts

Upload & update financial data from other accounting systems via Excel

Import financials from Excel

Import data from QuickBooks Desktop or MYOB Desktop

Use the Fathom Desktop Connector

Connect and update your FreeAgent company in Fathom

Import financials from FreeAgent

Import a company into Fathom from your source accounting system

Add a company to Fathom (Xero, QuickBooks, Sage, MYOB, & Excel)

How to fix problems and errors with the Fathom Desktop Connector

Troubleshoot the Desktop Connector

Issues when importing or updating from QuickBooks Desktop to Fathom

Troubleshoot QuickBooks Desktop

How to import data via  Fathom's Desktop Connector in a hosted server environment.

Use the Fathom Desktop Connector in a Server Environment

Issues or errors when importing from MYOB Desktop to Fathom via the Desktop Connector

Troubleshoot MYOB Desktop Import Issues and FAQs

Download the support log  and qbsdklog for Fathom and QuickBooks Desktop troubleshooting

How do I download the support logs?

Troubleshooting import issues

Upload multiple companies or clients into your Fathom organisation

Can I bulk import companies into Fathom?

An overview of where you can find your Profit and Loss, Balance Sheet, and Cash Flow Statement within Fathom

View your Financial Statements

Frequently asked questions users have when getting started with Fathom

Getting Started FAQs

Guides

Videos

Resource Centre

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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