Getting Started

Importing your data and customising your company's Chart of Accounts, KPIs, Targets, and Alerts

Daniel Walls avatar James Erving avatar James Lin avatar +4
54 articles in this collection
Written by Daniel Walls, James Erving, James Lin and 4 others
Adding a company to Fathom (Xero, QuickBooks, MYOB, & Excel)

Importing Financials

Fathom integrates with Xero, QuickBooks, MYOB and Excel
Shivani Chheda avatar
Written by Shivani Chheda
Updated over a week ago

Importing from Xero

Importing your financial, tracking category & budget data from Xero
Matthew Lowry avatar
Written by Matthew Lowry
Updated over a week ago

Importing from QuickBooks Online

Upload & update your financial data from QBO
Shivani Chheda avatar
Written by Shivani Chheda
Updated over a week ago

Importing Financials from QuickBooks Online Advanced

Connect to QBO Advanced and update your financial data
Calen Olesen avatar
Written by Calen Olesen
Updated this week

Importing from QuickBooks Desktop

Uploading & updating your financial data from QuickBooks Desktop
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Importing financials from MYOB AccountRight Live

Uploading & updating your financial data from MYOB AccountRight Live
James Lin avatar
Written by James Lin
Updated over a week ago

Importing financials from MYOB AccountRight

Uploading & updating your financial data from MYOB AccountRight
James Lin avatar
Written by James Lin
Updated over a week ago

Importing Financials from Excel

Uploading & updating financial data from other accounting systems via Excel
James Lin avatar
Written by James Lin
Updated over a week ago

Congratulations on connecting to Fathom's 'Smart Reporting'

Welcome to Fathom! Let's set up your QBO Advanced company
Calen Olesen avatar
Written by Calen Olesen
Updated this week

Using the Fathom Desktop Connector

Importing data from QuickBooks Desktop or MYOB AccountRight
Shivani Chheda avatar
Written by Shivani Chheda
Updated over a week ago
KPIs

Step 4 - KPIs

Select default and create custom key metrics or KPIs (Key Performance Indicators) to track within Fathom
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Non financial KPIs

Import nonfinancial, operational, CRM, or other data into Fathom for analysis and reporting
James Erving avatar
Written by James Erving
Updated over a week ago

Account Watch KPIs

Gain visibility into the performance of key accounts in your Chart of Accounts by turning them into Account Watch KPIs.
James Erving avatar
Written by James Erving
Updated over a week ago

KPI Library

Save and maintain your KPIs in a single location. KPI Library allows you to copy KPIs to other companies within your Fathom account.
James Erving avatar
Written by James Erving
Updated over a week ago

Google Sheets FAQs

Common questions asked about Fathom’s integration with Google Sheets
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Creating a Master Google Sheet

Transfer KPI results input manually or imported from Excel to Google Sheets or consolidate KPIs from multiple Google Sheets into one
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

How can I tell which non financial KPIs come from where?

Identify which KPIs are imported from Excel or Google Sheets
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Troubleshooting a Google Sheets Connection

Unable to connect to Google Sheets to Fathom or having trouble updating non-financial data?
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Updating Non Financial KPI Results

How to update non-financial data in Fathom and turn on or off automatic updates
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago