![]() QuickBooks asks you to name your company. ![]() ❗ Note: The import of data for each class or location may take up to 1 minute, depending on the number of monthly periods to be imported. QuickBooks requires additional information to complete the basic company setup. You will then be notified when the import is complete. Add New Company from the navigational sidebar. In the QuickBooks Version drop-down menu, select QuickBooks Online. At any time, you can create a new configuration under Set Up QuickBooks Online >. If the account displayed is the one you want to use for the new company file, select Yes, that’s correct. This opens one of two experiences: If youre signed in to QuickBooks, you’ll be asked to confirm the account you want to sign in with. Log into your QuickBooks Online account and open the company file that you want to import into Working Papers. Add a new company Visit the QuickBooks pricing page and select the subscription option you want. While the import is occurring, you can keep using Fathom - simply click ‘ Continue using Fathom’ to proceed. To import from QuickBooks Online: Ensure you have completed all the necessary import prerequisites before you proceed. This will result in some ‘ Unclassified Data’. This will allow you to drill down into the most detail, while preventing double counting of results. ![]() It's recommended to only import child classes into Fathom. ❗ Note: Fathom doesn't recognise the hierarchy between parent classes and child classes. You can choose a maximum of 60 classes or locations per company.Īfter selecting the classes and locations for import, click on ‘Confirm selection’, then 'Import' to start the import process. ![]() Select the Back Up Company option and then the Create Local Backup option. Then, select which classes and location you wish to import for analysis and reporting. Once youre in single-user mode, click on the File drop-down menu. QuickBooks Desktop Classes (Desktop): Export a new IIF file with the. Select the 'edit' button next to the 'Tracking' heading. Click Setup next to the Department(s) youve created and map to your QuickBooks Classes. Go to ' Step 1 - Update data' in the company’s Settings Learn how to start over with a new company file, and include accounts and lists (customers, vendors, items, etc.) from your old file in QuickBooks Desktop.
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