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Importing Data
Importing Data
Importing your financial, budget and divisional data from your accounting system
+1
12 articles in this collection
Written by
Daniel Walls,
Allanah Miller,
Barnabas Wilson
and 1 other
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
Adjustments in Fathom
Adjust your source system figures for their most accurate representation.
Written by
Allanah Miller
Updated over a week ago
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