FAQ

Have a question about using Fathom? Check out some of our frequently asked questions.

Daniel Walls avatar James Erving avatar Samantha McGanney avatar +6
34 articles in this collection
Written by Daniel Walls, James Erving, Samantha McGanney and 6 others
Integrations & importing

Can I import from QuickBooks Desktop (in a hosted or server environment)

Importing QuickBooks Desktop or QuickBooks Enterprise files from a hosting provider or server
James Erving avatar
Written by James Erving
Updated over a week ago

Which Xero user roles do you need to import data?

Find out the Xero user permissions that you need to successfully import your data from Xero into Fathom.
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Which QuickBooks user roles can import data into Fathom?

Find out the QuickBooks user permissions that you need in order to successfully import your data from QuickBooks into Fathom.
Samantha McGanney avatar
Written by Samantha McGanney
Updated over a week ago

Which desktop accounting systems does Fathom integrate with?

Unsure if your QuickBooks or MYOB Desktop version will integrate with Fathom? Discover the exact versions supported by Fathom.
Samantha McGanney avatar
Written by Samantha McGanney
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

Can Fathom support all versions of Xero?

Unsure if your Xero region is compatible with Fathom? Understand the Xero versions and regions that Fathom works with.
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Can I change between Cash and Accrual basis?

Check the exact requirements needed to be able to swap from cash to accrual basis accounting in Fathom
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Can I use Account Codes in a Budget import?

Learn more about how Fathom recognises account names or account codes for a budget import.
James Lin avatar
Written by James Lin
Updated over a week ago

Changing company start date to earlier

How do I upload prior periods for my company?
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago