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
• Classify, order, and group your Chart of Accounts
• Import your budget

Working with reports

• Add non-financial data or KPIs to your reports
• Create financial statements and data tables of KPIs
• Use the Report Editor
• Add a custom brand (white label) to your reports
• Create draft and published reports with the Report Editor
• Get a visual analysis with the Cash Flow tool
• Create trend charts in your report

Working with groups

• Create a consolidated group of multiple companies
• Create a consolidated report

Still need help? Get more advice and answers from the Fathom Team.

Additional guides on Smart Reporting

Learn more about Smart Reporting. Fathom hosts a series of daily webinars that focus on everything from platform basics to feature deep-dives. Follow the links to register:

• Fathom Deep Dive: Setup and KPIs, Mondays at 10am PT
• Fathom Deep Dive: Custom Reporting, Tuesdays at 10am PT
• Fathom Deep Dive: Analysis Tools, Wednesdays at 10am PT
• Fathom Deep Dive: Class & Divisional Data, Thursdays at 10am PT
• Fathom Deep Dive: Features Overview, Fridays at 10am PT