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
57 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 over a week ago

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 over a week ago

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
FAQs and additional knowledge

How can I get help using Fathom?

Resources available for support and how to interact with the Fathom team
Shivani Chheda avatar
Written by Shivani Chheda
Updated over a week ago

Adjustments in Fathom

Adjust your source system figures for their most accurate representation.
Allanah Miller avatar
Written by Allanah Miller
Updated over a week ago

Step 1 - Update Data in Fathom

Manage and update your financial data, budgets, and non-financial imports
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Changing Data Source

Is it possible to change the financial data source for a company within Fathom?
Shivani Chheda avatar
Written by Shivani Chheda
Updated over a week ago

Automatic updates

Why is my company not automatically updating?
Shivani Chheda avatar
Written by Shivani Chheda
Updated over a week ago

Xero HQ

Integrate Fathom with Xero HQ to receive timely updates
Matthew Lowry avatar
Written by Matthew Lowry
Updated over a week ago

Managing date ranges and your financial year

Learn how to manage your company's date range and set your financial year in Fathom
Shivani Chheda avatar
Written by Shivani Chheda
Updated this week

Can I merge two companies in Fathom?

Combining historical and current data using a consolidated group
Shivani Chheda avatar
Written by Shivani Chheda
Updated over a week ago

Supported currencies

Check if your organisation's currency can be used within Fathom from our complete list of supported currencies
James Lin avatar
Written by James Lin
Updated over a week ago

Adding your logo to Fathom

Brand or white label Fathom with your firm or organisation logo
Allanah Miller avatar
Written by Allanah Miller
Updated over a week ago

System requirements

Not sure whether your browser or device is supported by Fathom? View our technical requirements to log in and use Fathom successfully.
James Lin avatar
Written by James Lin
Updated over a week ago

Glossary of Terms

A complete glossary of all terms and abbreviations used within Fathom.
Allanah Miller avatar
Written by Allanah Miller
Updated over a week ago

Feature Guides

Download PDF guides that provide in-depth information on various features
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Getting Started - Feature Guide

A guide to the basics of setting up your Fathom account and importing your first company
James Erving avatar
Written by James Erving
Updated over a week ago