quickbooks online settings to allow syncing with apps

You can add a budget directly from QBO to a company with financials sourced from QBO. Once imported, you can view this data in various charts and tables, including side-by-side financials and Fathom’s Breakdown Tool.

You can choose to import classes during the import process, and you can also import classes for companies that are already present in the platform. If you have multiple entities, you can also copy these custom configuration settings across to other entities.įathom does not pull in individual transaction data, just account totals.įathom does not import customer or project data.įathom allows you to import class and location data for up to 60 classes. You then have flexibility to re-order and re-classify accounts, as well as create custom sub-headings and account groupings for reporting purposes. The Chart of Accounts will be imported into Fathom. You can also choose to enable ‘auto-sync’, which will automatically update your data from QuickBooks each day, to the nearest completed month. You can select the period range of data that you wish to retrieve from QBO – the periods that you wish to analyse and report on using Fathom.Īt anytime you can manually re-sync the data in Fathom.

Most countries are compatible with Fathom, with the primary exception being QuickBooks Online France. Intuit chose Fathom to be the exclusive reporting app for the QBO advanced offering in the US.įathom works with all QuickBooks Online versions, and comes free of charge with any US users who upgrade to QuickBooks Online Advanced. Fathom has a good integration with QuickBooks Online, bringing through the data every day automatically.

Quickbooks online settings to allow syncing with apps