The Desktop Connector will ask you to enter your Fathom credentials. To check the location of the QuickBooks file, you can open the file in QuickBooks and use the 'F2' key or 'Ctrl +1' to reveal the file's exact location.
The file pathway is determined by the location of the QuickBooks file. ❗ Note: The Fathom Desktop Connector and the QuickBooks file (.QBW file) you are uploading into Fathom must be opened using the same file pathway. Open the Fathom Desktop Connector to launch it. In the following screen, under the heading 'QuickBooks Desktop' click ' Launch the Fathom Desktop Connector'. ❗ Note: If your QuickBooks Desktop files are hosted or in a server environment, please see our article on Using the Fathom Desktop Connector in a hosted or server environment.įrom the Fathom ‘My Companies’ page, select the green ‘Add’ button in the upper right corner. In cases where we do not integrate directly, we suggest using Excel to import your data. This includes Pro, Premier (all editions), Simple Start, and Enterprise Solutions. We support versions from the current year and the three years prior. The Fathom Desktop Connector will work with any recent version of QuickBooks Desktop from the US, United Kingdom and Canada. After installation, you will be able to upload data from your QuickBooks files into Fathom. To import data from a QuickBooks Desktop file (.qbw), you will need to download and install the Fathom Desktop Connector. What if I’m not the administrator in QuickBooks? Importing financial data from QuickBooks DesktopĬonnecting Fathom to your QuickBooks Desktop file
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