Where Can Fathom Smart Reporting Be Accessed Within Quickbooks Online Advanced?

Sharing reports promotes transparency, collaboration, and alignment within your organization. After selecting a template, customize it to match your specific requirements. You can modify the report’s layout, add or remove data columns, adjust time periods, and select the metrics you want to include.

After you’ve imported your financials into Fathom, the next steps depend on the plan type you chose when importing. You’ll find setup steps for both plan types in our ‘Getting Started with Fathom’ article. With QuickBooks Online Advanced, you have several options for creating custom reports. You can use QuickBooks Online’s report functions or Excel-based Spreadsheet Sync for spreadsheet reporting. If you prefer to have child data roll up into the corresponding parent division, you can choose not to import the child divisions. Any unimported child division amounts will roll up into the appropriate parent division.

Add classes and locations to a QuickBooks Online company

Fathom uses tools and metrics to provide in-depth analysis to assess profitability, cash flow, growth, and other key performance indicators (KPIs).
With the ability to create and customize reports, Fathom empowers you to focus on the specific financial aspects that matter most to your business.
It’s worth noting that Fathom Smart Reporting is an add-on feature within QuickBooks Online Advanced and may require an additional subscription.

Furthermore, Fathom offers interactive features within its reports and dashboards, allowing you to drill down into the underlying data and explore specific transactions or accounts. This level of detail helps you identify the root causes of financial trends or anomalies and take appropriate action. As we come to the end of our guide, we hope that you have gained valuable insights into accessing, utilizing, and troubleshooting Fathom Smart Reporting within QuickBooks Online Advanced. By harnessing the power of Fathom, you can analyze your financial data, generate meaningful reports, and make informed decisions that drive your business forward.

Select the report template that closely matches the type of report you want to create. For example, if you’re looking to analyze your company’s profitability, select a template like the “Profitability Analysis” report. Companies on a Fathom Pro plan can also trigger a manual update from the Company Settings and set up automatic updates.

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Through this comprehensive guide, we will explore how to access and utilize Fathom Smart Reporting within QuickBooks Online Advanced. You’ll learn how to navigate the tool’s features, create customized reports, and share your insights with others. Additionally, we’ll delve into some advanced features and troubleshooting tips to ensure a seamless experience. With the ability to create and customize reports, Fathom empowers you to focus on the specific financial aspects that matter most to your business.

With Spreadsheet Sync, you can upload and download QuickBooks Online Advanced information and use customizable templates for formatting your data. 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. Fathom reports can be exported in various formats, such as PDF, Excel, or HTML, giving you the flexibility to share and distribute them as needed. Once you’re in the Fathom interface, click on the “Reports” tab to view the available report templates. It’s worth noting that Fathom Smart Reporting is an add-on feature within QuickBooks Online Advanced and may require an additional subscription.

Your customisations in the Company Settings flow through to the Analysis tools, Reports, and Forecast. With the above configuration, the ‘Germany’ parent class and the ‘Germany’ child class are considered separate classes; the results for ‘Germany’ will be displayed in two separate classes. You can also choose to enable ‘auto-sync’, which will automatically update your data from QuickBooks each day, to the nearest completed month. See articles customized for your product and join our large community of QuickBooks users.

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. You then have flexibility to re-order and re-classify accounts, as well as create custom sub-headings and account groupings for reporting purposes. If you have multiple entities, you can also copy these custom configuration settings across to other entities.

For companies on a Portfolio plan, the Insights Dashboard is where you can access most of the functionality.
One of the key advantages of Fathom is its ability to consolidate data from multiple sources.
Congratulations on adding your class and location data to Fathom!
Select the report template that closely matches the type of report you want to create.

Help with Smart Reporting powered by Fathom

You can still trigger a manual update at any time while automatic updates are on. In Fathom, Admin-level users and users with the ‘Add a company’ Advanced User Permission can import companies into Fathom. You can begin setting up once you’ve imported a company or companies into Fathom.

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Whether you need to track product line performance, measure marketing campaign ROI, or analyze cost drivers, Fathom’s customization options enable you fathom quickbooks online to get the insights you need. Once inside Fathom Smart Reporting, you’ll have access to a wealth of reports, dashboards, and tools to analyze your financial data. The interface is designed to be user-friendly, with intuitive navigation and clear options to help you make the most of this powerful tool.

To learn more, see How to create and edit reports in Spreadsheet Sync and Create custom reports in QuickBooks Online Advanced. If you have changed the name of a class or location in QuickBooks, you’ll need to trigger a more substantial update of the data to reflect the changes in Fathom. This feature is included with Fathom Pro – the plan with access to all of Fathom’s features. Companies on Portfolio can be upgraded to Fathom Pro at any time. Fathom has a good integration with QuickBooks Online, bringing through the data every day automatically.

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It is designed for accounting firms to get an overview of their entire portfolio of clients. You’ll also have access to a Fathom Pro demo company throughout your trial and once you sign up for a subscription. We also explored the various options for sharing Fathom reports, whether it’s exporting them in different formats, scheduling automatic delivery, or providing collaborative access.

It seamlessly integrates with QuickBooks Online Advanced, allowing you to pull data from multiple companies or subsidiaries into a single consolidated view. This makes it easier to compare and analyze financial performance across different entities. After completing the initial import of QuickBooks Online company data into Fathom, you can bring in any class or location data for divisional analysis and reporting. This will help you to filter your results further to gain more detailed insights into your classes, locations and departments. Additionally, Fathom provides options to schedule automatic report generation. This feature allows you to set up recurring reports and have them delivered to your email inbox at regular intervals, saving you time and ensuring you stay up to date with your financial performance.

Learn more about financial analysis

By leveraging Fathom Smart Reporting, you can go beyond traditional financial reports and dive into the details that truly impact your bottom line. By integrating seamlessly with QuickBooks Online Advanced, Fathom Smart Reporting empowers users to effortlessly access and analyze their financial data. It offers a wide range of reporting options, including customizable reports, dynamic dashboards, and interactive visualizations. By leveraging these sharing options, you can ensure that the right people have access to the relevant financial information. Sharing Fathom reports promotes transparency and collaboration within your organization, allowing everyone to stay aligned and make informed decisions based on the same consistent data.

When importing from QuickBooks Online, you can import up to 60 classes and locations into Fathom for a single company. Once imported, you can view this data in various charts and tables, including side-by-side financials and Fathom’s Breakdown Tool. Making it easy to get started, stay connected and get more out of your financial data. Lastly, we provided troubleshooting tips to help you address any issues that may arise while using Fathom Smart Reporting. Clearing the browser cache, checking your internet connection, and reaching out to Fathom support are some of the steps you can take to resolve common issues. Automatic updates will update your financials from QuickBooks Online once every 24 hours.

Fathom uses tools and metrics to provide in-depth analysis to assess profitability, cash flow, growth, and other key performance indicators (KPIs). You can update the class and location data that is being imported to ensure that any changes made in QuickBooks Online are reflected in Fathom. ‘Unclassified data’ in Fathom represents the difference between the data for the entire company and the data assigned to your classes. You may have unclassified data in Fathom if there is data in your financials that has not been attributed to a class or location or if you have parent and child classes in QuickBooks. Fathom allows you to import class and location data for up to 60 classes.