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Getting Started
Getting Started
Importing your data and customising your company's Chart of Accounts, KPIs, Targets, and Alerts
+4
54 articles in this collection
Written by
Daniel Walls,
James Erving,
James Lin
and 4 others
Start here!
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 this week
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 this week
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 receiving an error message when importing or updating from QuickBooks Desktop
Written by
Daniel Walls
Updated over a week ago
How do I download the support log?
Downloading the support log for the Fathom Desktop Connector
Written by
Calen Olesen
Updated over a week ago
Troubleshooting MYOB AccountRight Import Issues and FAQs
Receiving an error when using the Desktop Connector to connect to MYOB AccountRight?
Written by
Jacinta Vickers
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 this week
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 this week
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 this week
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 & Using Budgets in Fathom
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
Non financial KPIs
Import nonfinancial, 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
Google Sheets FAQs
Common questions asked about Fathom’s integration with Google Sheets
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
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
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?
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
Written by
Calen Olesen
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
Viewing your Financial Statements
An overview of where you can find your Profit and Loss, Balance Sheet, and Cash Flow Statement within Fathom
Written by
Daniel Walls
Updated over a week ago
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
Daniel Walls
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
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
Glossary of Terms
A complete glossary of all terms and abbreviations used within Fathom.
Written by
Daniel Walls
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