Turn your data into beautiful insights with Fathom for QuickBooks

With our QuickBooks integration, you can combine insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution.
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Integrate seamlessly with QuickBooks in a couple of clicks

Connecting Fathom to QuickBooks is easy. Enjoy powerful reporting, flexible cash flow forecasting, and access to the right insights to move your business forward.

QuickBooks Online
QuickBooks Desktop
1
STEP 1
Start your trial or subscribe to Fathom

Start a free 14-day trial with Fathom or choose a plan that's right for you.

Start a free trial
2
STEP 2
Add your company data

In just a few simple steps, you can easily add your company data and complete the QuickBooks integration.

Connect QuickBooks Online
3
STEP 3
Maximize your QuickBooks data

Now you’re connected, you’ll be ready to augment your QuickBooks data, with beautiful real-time insights, customizable reporting and forecasting capabilities.

1
STEP 1
Start your trial or subscribe to Fathom

Start a free 14-day trial with Fathom or choose a plan that's right for you.

Start a free trial
2
STEP 2
Add your company data

In just a few simple steps, you can easily add your company data and complete the QuickBooks integration.

Connect QuickBooks Desktop
3
STEP 3
Maximize your QuickBooks data

Now you’re connected, you’ll be ready to augment your QuickBooks data, with beautiful real-time insights, customizable reporting and forecasting capabilities.

Why use Fathom for QuickBooks?

Gain deeper insights and make smarter business decisions with Fathom for QuickBooks

1
Real-time data sync

Fathom will automatically sync data from QuickBooks every 24 hours, ensuring you have accuracy and up-to-date insights.

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Fast, flexible, automated reporting

With our financial reporting software for QuickBooks, you can bring together text, charts, tables and financial statements in one simple-to-use editor and create custom management reports in minutes not hours. Put your reporting on autopilot and schedule the delivery of timely reports.

Start a free trial
2
Fast, flexible, automated reporting

With our financial reporting software for QuickBooks, you can bring together text, charts, tables and financial statements in one simple-to-use editor and create custom management reports in minutes not hours. Put your reporting on autopilot and schedule the delivery of timely reports.

Start a free trial
2
3
Look to the future, confidently

Use three-way cash flow forecasting to accurately project P&L, balance sheet & cash flow statements. You’ll see the impact of your plans and make informed decisions about your business strategy, operations, and investments.

Start a free trial
1
Real-time data sync

Fathom will automatically sync data from QuickBooks every 24 hours, ensuring you have accuracy and up-to-date insights.

Start a free trial
2
Fast, flexible, automated reporting

With our financial reporting software for QuickBooks, you can bring together text, charts, tables and financial statements in one simple-to-use editor and create custom management reports in minutes not hours. Put your reporting on autopilot and schedule the delivery of timely reports.

Start a free trial
3
Look to the future, confidently

Use three-way cash flow forecasting to accurately project P&L, balance sheet & cash flow statements. You’ll see the impact of your plans and make informed decisions about your business strategy, operations, and investments.

Start a free trial
Features

All-in-one reporting,
analysis & forecasting

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Financial Analysis

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Cash Flow Forecasting

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Consolidated Reporting

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Explore key features

Financial Analysis

With Fathom’s QuickBooks integration software, small and mid-size businesses get in-depth analysis of the numbers and a clearer picture of their business performance.

Cash Flow Forecasting

Achieve clarity and confidence about your future financial results with Fathom’s QuickBooks forecasting software. You’ll know what needs to happen to achieve your plans.

Consolidated Reporting

Create custom management reports and share business results in a clear, compelling way.

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Browse all features

Loved by forward thinking businesses

Advisors, CFOs and business managers at companies of every size and industry rely on Fathom for their business reporting and planning needs.

Small business

Whether reporting to investors, lenders or updating your management team, you'll always be prepared with Fathom.
Learn more

Advisors

Provide your clients with personalized reports which present their numbers beautifully.
Learn more

Franchises

Deliver regular personalized reports to each franchisee and keep everyone up to date on their most important business metrics.
Learn more
Fathom is a no-brainer for the small business or nonprofit QB user. I am addicted to its ease of use and how it allows me to produce board-ready reports once the accountant lets me know the month is closed. They don't have to export and format QB reports, and neither do I. For a one-time effort to make templates and KPIs, everything from then on is Create/Save.
AlanS, United States
Client Role/Position, Client Company.co
Fathom seems capable of generating any report that you can imagine for any client. The reports are clean and professional. Our clients pay a lot more attention to their numbers now that they are presented so well. On top of this, Fathom's support is fast and spot-on in explaining how to use the app best.
CEOmentor, United States
Client Role/Position, Client Company.co
Fathom is a critical tool that allows us to get a complete view of finances across our entire franchise network.
Connie Francis, Lawhorn CPA Group
Client Role/Position, Client Company.co

Frequently asked questions

Integrations
Features
General
What is Fathom for QuickBooks?
With Fathom’s QuickBooks integration software, you’ll get access to relevant insights and help clients with management reporting and cash flow forecasting and be an integral part of their business success. To import a QuickBooks Online company into Fathom, log into your Fathom account or start a subscription and go to the ‘My Companies’ page.
How do I connect QuickBooks to Fathom?
Integrating Fathom’s consolidation software for QuickBooks is easy, by following these simple steps:
  1. Select the green ‘Add’ button inthe upper right corner of the ‘My Companies’ page
  2. Choose ‘Company’
  3. In the menu that opens, select ‘QuickBooks’
  4. Then select ‘Connect to QuickBooks Online’
  5. You will be prompted to log in to QuickBooks using your QuickBooks username and password.
The first time Fathom connects to your QuickBooks Online organisation, you must authorise Fathom to access your data. You’ll only need to do this once for your organisation.

It is important to note that only those with Master Admin or Company Admin roles in QuickBooks will be able to import data into Fathom.
Can Fathom be used with multiple QuickBooks accounts?
With Fathom’s financial consolidation solution, you can bring together data from multiple sources, including multiple QuickBooks accounts, and other integrations such as MYOB, Xero and Sage 50.
What versions of QuickBooks are compatible with Fathom?
Fathom’s QuickBooks integration software can be used with QuickBooks Online and QuickBooks Desktop.

Visit our help centre article to learn how to import from QuickBooks Online.

Visit our help centre article to learn how to import from QuickBooks Desktop, if you are using the software in a hosted or server environment.

While you can import financial data into Fathom from QuickBooks Ledger, you cannot import budget, class, or location data. You can import budget data into Fathom from Excel if you are only using QuickBooks Ledger.
How often is data synced between Fathom and QuickBooks?
With Fathom’s QuickBooks integration software your company data can be automatically updated from your accounting system once every 24 hours before 8 am AEST.

However, if you made changes within the source, you don't need to wait for the next day to update your data in Fathom, instead, you can go to the company's step 1 and initiate a manual update by clicking the 'Update from QuickBooks' button.
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How does Fathom help with financial forecasting?
Fathom’s cash flow software is important for modern-day businesses looking to be intentional about how they run their business and giving them peace of mind and guidance to make important, strategic business decisions.

This essential tool is designed to help businesses predict their financial future, including their income and expenses, and measure how they are performing against their plans.

Watch our webinar: Cash Flow Forecasting Overview for Businesses for more on this essential business software.
How can I use Fathom for consolidated financial reporting?
Fathom’s financial consolidation reporting helps businesses to eliminate the time-consuming manual process of consolidating their financial data.

Learn more about financial consolidation software in our webinar: Save time and add value with consolidations.
Can I customize the reports in Fathom?
With Fathom’s financial reporting software for QuickBooks, you can restructure your chart of accounts.

This structure will be reflected on how we present profit and loss and balance sheet tables within reports and analysis tool.

You can also use a KPI table within report to create level of detail you want, you can select GL accounts, metrics and KPI to be included in the table.
How does Fathom handle multi-currency data from QuickBooks?
Fathom can bring results from over 95 currencies into a single presentation currency using the financial data your import from QuickBooks.

For more on this feature, visit our feature page on financial consolidation software.
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Is my data secure when using the Fathom QuickBooks integration?
We understand that when you use Fathom, you are entrusting us with one of your most valuable assets: the financial data of your company or client. We take this responsibility very seriously.

We are in essence ‘caretakers’, looking after your financial data, to provide a service. We ensure that you have the controls necessary to manage access to your data.

Find out more about our security.
Does Fathom charge extra for the QuickBooks integration?
Fathom does not charge customers based on integrations with their financial data.

For more information on how our pricing tiers work, visit Fathom’s pricing page.
Where can I find support if I have issues with the integration?
If you’re having issues as you get started with Fathom, you can find out more information in our Help Centre.
Is there a free trial for Fathom with QuickBooks?
Fathom’s QuickBooks integration software is free for 14 days with no credit care required.

Start a free trial of Fathom for Quickbooks today.
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QuickBooks with Fathom

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Financial AnalysisManagement ReportingCash Flow ForecastingConsolidated ReportingGroup BenchmarkingKPIs and metricsPricing & Plans
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