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Help with Smart Reporting powered by Fathom
Smart Reporting powered by Fathom helps you see exactly how well your business is performing. Fathom uses tools and metrics to provide in-depth analysis to assess profitability, cash flow, growth, and other key performance indicators (KPIs).
If you’re using Smart Reporting powered by Fathom in QuickBooks Online Advanced, these articles on Fathom's site can help you get started. Or check out Smart Reporting powered by Fathom FAQs.
Note: In QuickBooks Online Accountant, Smart Reporting powered by Fathom is not included with your free Your Books features. If you’re interested in Fathom, you can get exclusive accountant pricing for it in the QuickBooks App Center.
Getting started
Import or update your financials and other company data
Create KPIs to track your business performance
Working with reports
Create financial statements and data tables of KPIs
Add a custom brand (white label) to your reports
Create draft and published reports with the Report Editor
Create trend charts in your report
Working with groups
Create a consolidated group of multiple companies
Still need help? Get more advice and answers from the Fathom Team.
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