It is possible to analyse a single division (or class, department, location, region, profit centre, etc.) as a standalone entity. This will allow you to create reports for this division, and also consolidate this division with other entities.

To do this, you will need to import a division as a separate entity.

Important: You must first import the parent company before you can import  a single tracking category, class or division into Fathom.

Go to 'Add a company', select either Xero, QuickBooks or MYOB, then select 'import a single division'.  

Select an existing company which you have imported into Fathom, and select one division from that company. Click 'Import' to commence the import of data for this division.

The selected division will now be visible in the 'My Companies' screen in Fathom.

Will this affect billing?

Please note that each class imported as a standalone company will have access to all of the analysis tools in Fathom, and is thus treated as a separate entity for billing purposes.

Can I import a budget for a standalone entity? 

When importing from QuickBooks Online it is possible to also import a budget for the selected division.

When importing from Xero or MYOB, it is not possible to import the associated budget for a division. As a workaround, you can add a budget for the division from Excel.

More information about importing a budget from Excel can be found here: Importing Budgets from Excel

Can I import a single class from QuickBooks Desktop as a standalone entity?

No. Importing a single division is available only for our cloud-based integrations. It cannot be done through the Fathom Desktop Connector.

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