- How do i import from qbo file into ezpaycheck install#
- How do i import from qbo file into ezpaycheck pro#
How do i import from qbo file into ezpaycheck pro#
? Pro Tip: To connect Fathom to the company file initially, you must be the Administrator user. 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 exact location of the file. ❗ Note: We recommend the QuickBooks file (.qbw) be housed in the same location as the Desktop Connector. Start QuickBooks and open your company file. ⚠️ Error Alert: Is the Fathom Desktop Connector not launching? Please see our Desktop Connector issues article. You’re now ready to import your QuickBooks Desktop files into Fathom. Once you’ve entered your Fathom credentials, select the Fathom organization you want to import the QuickBooks files into if you have access to multiple Fathom organizations. The Desktop Connector will ask you to enter your Fathom credentials. ❗ Note: We recommend that the Desktop Connector be housed on the same drive and preferably in the same folder as the QuickBooks file. 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.
How do i import from qbo file into ezpaycheck install#
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