Getting Started | Fathom Help Centre

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Getting started with Fathom

How to get started with Fathom and how to best connect and set up your companies

Written by Calen Olesen
Updated over a week ago

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

Importing Financials

Fathom integrates with Xero, QuickBooks, MYOB and Excel

Written by Shivani Chheda
Updated over a week ago

Importing from Xero

Importing your financial, tracking category & budget data from Xero

Written by Matthew Lowry
Updated over a week ago

Importing from QuickBooks Online

Upload & update your financial data from QBO

Written by Shivani Chheda
Updated over a week ago

Importing Financials from QuickBooks Online Advanced

Connect to QBO Advanced and update your financial data

Written by Calen Olesen
Updated over a week ago

Importing from QuickBooks Desktop

Uploading & updating your financial data from QuickBooks Desktop

Written by Daniel Walls
Updated over a week ago

Importing financials from MYOB AccountRight Live

Uploading & updating your financial data from MYOB AccountRight Live

Written by James Lin
Updated over a week ago

Importing financials from MYOB AccountRight

Uploading & updating your financial data from MYOB AccountRight

Written by James Lin
Updated over a week ago

Importing Financials from Excel

Uploading & updating financial data from other accounting systems via Excel

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

Written by Calen Olesen
Updated over a week ago

Using the Fathom Desktop Connector

Importing data from QuickBooks Desktop or MYOB AccountRight

Written by Shivani Chheda
Updated over a week ago

Troubleshooting import issues

Troubleshooting the Desktop Connector

How to fix problems and errors with the desktop connector

Written by Daniel Walls
Updated over a week ago

Using the Fathom Desktop Connector in a Server Environment

View our complete guide on steps to import data from QuickBooks Desktop Connector in a hosted server environment.

Written by Daniel Walls
Updated over a week ago

Troubleshooting QuickBooks Desktop

Steps to follow if you are having trouble importing or updating from QuickBooks Desktop

Written by Daniel Walls
Updated over a week ago

Troubleshooting MYOB AccountRight Import Issues and Common FAQs

Receiving an error when using the Desktop Connector to connect to MYOB AccountRight?

Written by Calen Olesen
Updated over a week ago

This company is not yet connected

Importing a company into Fathom from QBO Advanced and receiving the 'This company is not yet connected' message so you cannot connect?

Written by Daniel Walls
Updated over a week ago

Importing divisional data

Importing Tracking Category Data from Xero

Uploading & updating your tracking categories from Xero

Written by Shivani Chheda
Updated over a week ago

Importing Class and Location Data from QuickBooks Online Advanced

Uploading & updating your class, location and department data from QBO Advanced

Written by Calen Olesen
Updated over a week ago

Importing Class and Location Data from QuickBooks Online

Upload & update your class, location, and department data from QBO

Written by James Lin
Updated over a week ago

Importing Class Data from QuickBooks Desktop

Uploading & updating your class data from QuickBooks Desktop

Written by Calen Olesen
Updated over a week ago

Importing Job & Category Data from MYOB AccountRight Live

Uploading & updating your jobs & categories from MYOB AccountRight Live

Written by James Lin
Updated over a week ago

Importing a budget

Importing a Budget from Xero

Upload & update your budget data into Fathom from Xero

Written by Shivani Chheda
Updated over a week ago

Importing a Budget from QuickBooks Online Advanced

Upload & update your budget data in Fathom from QBO Advanced

Written by Calen Olesen
Updated over a week ago

Importing a Budget from QuickBooks Online

Upload & update your budget data in Fathom from QBO

Written by James Lin
Updated over a week ago

Importing a Budget from MYOB AccountRight Live

Upload & update your budget data into Fathom from MYOB AccountRight Live

Written by Calen Olesen
Updated over a week ago

Import your Budget from Excel

Upload & update your budget data in Fathom via Excel

Written by James Lin
Updated over a week ago

Importing Budgets

Import your external budget from Xero, QuickBooks, MYOB or Excel

Written by Shivani Chheda
Updated over a week ago

Company Profile

Step 2 - Company Profile

Changing a company name, setting default rates, and adding a company logo

Written by Daniel Walls
Updated over a week ago

Chart of Accounts

Step 3 - Chart of Accounts

Classify, order, group, format and layout your chart of accounts in an individual company

Written by James Lin
Updated over a week ago

Account Classifications

The standard account mapping/classifications used in Fathom

Written by Daniel Walls
Updated over a week ago

Headings & Subheadings

Grouping accounts under headings/subheadings in Step 3 - Chart of Accounts

Written by James Lin
Updated over a week ago

Copying Chart of Accounts layout between companies or groups

How to copy account classification, headings, order, and hierarchy between companies

Written by James Erving
Updated over a week ago

Chart of Account Status Updates

Keep on top of changes in your accounting system by easily identifying the status of accounts in your Chart of Accounts.

Written by James Lin
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

Written by Daniel Walls
Updated over a week ago

List of Default Financial KPIs

A complete list of default financial ratios and metrics (KPIs) provided by Fathom

Written by Allanah Miller
Updated over a week ago

Non-financial KPIs

Import non-financial, operational, CRM, or other data into Fathom for analysis and reporting

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.

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.

Written by James Erving
Updated over a week ago

KPI Glossary

Want to know more about a default KPI? View our complete guide to all default KPIs within Fathom.

Written by Allanah Miller
Updated over a week ago

Creating KPIs - Feature Guide

A guide to creating custom KPIs, including formulas and non-financial metrics.

Written by James Erving
Updated over a week ago

Targets & Alerts

Step 5 - Targets

Set targets to compare your metrics and KPIs against

Written by Daniel Walls
Updated over a week ago

Step 6 - Alerts

Stay on top of downward trends in the business by setting alert thresholds for your KPIs

Written by Daniel Walls
Updated over a week ago

Non financial KPI targets

Gain useful insights into the performance of your Non-Financial KPIs for your individual entities or consolidated groups by setting targets

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

Written by Shivani Chheda
Updated over a week ago

Adjustments in Fathom

Adjust your source system figures for their most accurate representation.

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

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?

Written by Shivani Chheda
Updated over a week ago

Automatic updates

Why is my company not automatically updating?

Written by Shivani Chheda
Updated over a week ago

Xero HQ

Integrate Fathom with Xero HQ to receive timely updates

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

Written by Shivani Chheda
Updated over a week ago

Can I merge two companies in Fathom?

Combining historical and current data using a consolidated group

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

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

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.

Written by James Lin
Updated over a week ago

Glossary of Terms

A complete glossary of all terms and abbreviations used within Fathom.

Written by Allanah Miller
Updated over a week ago

Feature Guides

Download PDF guides that provide in-depth information on various features

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

Written by James Erving
Updated over a week ago