Importing Data

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

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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 represenation.

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