Importing Data

Importing your financial, budget and divisional data from your accounting system

11 articles in this collection
Written by Daniel Walls, Barnabas Wilson, and Rashaad Noray

Importing Financials

Import financials from Xero, QuickBooks, MYOB and Excel

Written by Rashaad Noray
Updated over a week ago

Importing Budgets

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

Written by Barnabas Wilson
Updated over a week ago

Importing Non-Financial Results

Import sales, operational or any non-financial data into Fathom for analysis

Written by Rashaad Noray
Updated over a week ago

Fathom Desktop Connector

Using the Fathom Desktop Connector

Importing data from QuickBooks Desktop or MYOB AccountRight

Written by Barnabas Wilson
Updated over a week ago

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

FAQ

Changing Data Source

Is it possible to change the financial data source for a company within Fathom?

Written by Barnabas Wilson
Updated over a week ago

Automatic updates

Why is my company not automatically updating?

Written by Rashaad Noray
Updated over a week ago

Managing date ranges and your financial year

Learn how to manage your monthly/quarterly/annual results, and set your financial year in Fathom

Written by Rashaad Noray
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 Barnabas Wilson
Updated over a week ago

Can I merge two companies in Fathom?

Combining historical and current data using a consolidated group

Written by Barnabas Wilson
Updated over a week ago