Fathom

Daniel Walls

James Erving

Calen Olesen

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

Getting Started

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

Getting started with Fathom

Start here!

Fathom integrates with Xero, QuickBooks, MYOB and Excel

Importing Financials

Importing your financial, tracking category & budget data from Xero

Importing from Xero

Upload & update your financial data from QBO

Importing from QuickBooks Online

Uploading & updating your financial data from QuickBooks Desktop

Importing from QuickBooks Desktop

Uploading & updating your financial data from MYOB AccountRight Live

Importing financials from MYOB AccountRight Live

Uploading & updating your financial data from MYOB AccountRight

Importing financials from MYOB AccountRight

Uploading & updating financial data from other accounting systems via Excel

Importing Financials from Excel

Importing data from QuickBooks Desktop or MYOB AccountRight

Using the Fathom Desktop Connector

Jacinta Vickers

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

Upload & update your budget data into Fathom from Xero

Importing a Budget from Xero

Upload & update your budget data in Fathom from QBO

Importing a Budget from QuickBooks Online

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

Importing a Budget from MYOB AccountRight Live

Upload & update your budget data in Fathom via Excel

Import your Budget from Excel

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

Importing & Using Budgets in Fathom

Shivani Chheda

James Lin

Importing a budget

Uploading & updating your tracking categories from Xero

Importing Tracking Category Data from Xero

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

Importing Class and Location Data from QuickBooks Online

Uploading & updating your class data from QuickBooks Desktop

Importing Class Data from QuickBooks Desktop

Uploading & updating your jobs & categories from MYOB AccountRight Live

Importing Job & Category Data from MYOB AccountRight Live

Importing divisional data

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

Step 2 - Company Profile

Setting up your company

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

Viewing your Financial Statements

Resources available for support and how to interact with the Fathom team

How can I get help using Fathom?

Adjust your source system figures for their most accurate representation.

Adjustments in Fathom

Manage and update your financial data, budgets, and non-financial imports

Step 1 - Update Data in Fathom

Learn how to manage your company's date range and set your financial year in Fathom

Managing date ranges and your financial year

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

Glossary of Terms

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

Feature Guides