QuickBooks 2016 makes small-business accounting fast and easy. But your day-to-day business bookkeeping will go even more smoothly if you employ a handful of QuickBooks user interface tricks, calculating and editing tricks, and keyboard shortcuts. How to use QuickBooks for Rental Properties(QuickBooks Accounting Software). In QuickBooks Desktop Enterprise, you can set different data level permissions for a users job role. This way, you can give access to only the areas of QuickBooks a user needs to do their job. For example, you can give access to a sales rep in Texas so they can create invoices or email customers for their area’s customer group. How to Edit/Update a QuickBooks Memorized Transactions Do you want to edit a memorized transaction on your QuickBooks but don’t know how? Well, the steps are entirely, and they are outlined below. Enter your QuickBooks and click on the lists-memorised transaction. Then you double click on the memorized transaction you wish to edit. Feb 02, 2019 My services contract provides for reimbursement for mileage and other travel expenses relating to services provided through the contract. Therefore this is not a 'tax time' IRS requirement but a business expense being invoiced to a customer.
Transform your QuickBooks data into insightful reports and presentations.
Fathom integrates with QuickBooks Desktop and QuickBooks Online.
What is Fathom? Fathom is an easy to use management reporting and financial analysis tool, which helps you to assess business performance, monitor trends and identify improvement opportunities.
Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs).
Financial KPIs
Choose from 50+ financial KPIs and track performance against budgets or targets.
Non-financial KPIs
Customise and track the non-financial metrics that matter most to your business.
Create your own KPIs
Or add your own KPI and define a formula for calculation.
Whether presenting to a client, reporting to the bank, or updating your management team, you'll always be prepared with Fathom.
Presentation-ready reports
Perfect for monthly, quarterly and annual reporting
- Customise reports by choosing which KPIs are monitored and highlighted in your reports.
- Rebrand reports with your logo.
- Share Access to the reports and dashboards with your team or clients
- Analysis tools include: KPI analysis, Profitability analysis, Cash Flow analysis, Trend analysis, Goalseek & more.
Take your forecasting experience to the next level. Stay up to date with intelligent predictions, or use drivers and formulas for advanced modelling. Say hello to the future of three-way forecasting.
Business Roadmap
Understand the financial impact of your plans, know which decisions to make, and when to take action.
Microforecasts
Model specific business events without having to rebuild your forecast.
Scenarios
Explore new Scenarios by quickly adjusting your main forecast, and use Microforecasts as building blocks to model what will happen, and when.
Fathom provides you with a comprehensive framework of analysis tools, which include:
Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees.
See the big picture
Using Fathom you can create your own benchmarks! Simply group your companies together for benchmark analysis, then drill down into your data, reshape your field of analysis and easily compare the performance of all your companies.
- Benchmark financial and non-financial KPIs
- Quickly identify over and under performers
- Perform 'exception analysis' to identify which companies are performing outside the range of expected performance
- Identify a company's strengths and weaknesses relative to its peers
Fathom enables you to group your related companies together to create consolidated reports for an organisation.
So, in addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs.
Financial and non-financial consolidation
- Consolidated Financial Statements
- Consolidate budgets, targets and non-financials
- Eliminations - easily filter any inter-company accounts
- For large groups - consolidate up to 200 companies
- Multi-currency consolidation
Using Fathom you can easily setup alerts for your companies or clients, then monitor when key financial metrics miss targets or exceed critical alert levels.
All-in-one alert dashboard
Fathom makes it easy to monitor alerts for each of your companies or clients from a single dashboard.
Simply ‘drill-down’ into any alert to investigate a company’s performance. Supporting commentary provides advice for corrective actions.
Using this trial you can play with a demo company, or better still, import your own data.
It only takes a few minutes to get started.
Fathom transforms your accounting data into insightful visual reports and dashboards.
Integrate
In just a couple of clicks, Fathom seamlessly integrates with QuickBooks Online.
Analyse
A suite of in-depth visualisations and metrics that converts your accounting data into insightful business intelligence.
Report
Fathom then helps you to create visual reports and presentations - with exceptional efficiency!
Fathom is specifically designed for accountants and advisers who are seeking to deliver more frequent and more engaging advisory and management reporting services.
Rebrand
Customise reports and presentations with your own logo.
Share access
Let your client access the report and analysis which you prepared for them.
Collaborate
Engage your clients in meaningful conversations about performance.
Alerts
Monitor the alerts for all of your clients from a single dashboard.
Not an accountant?
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No worries. You're in the right place. Fathom helps you to:
Track, understand, and improve your KPIs.
Easily create monthly management reports.
Make better business decisions for your company.
Learn from the past in order to optimize the future.
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Technical features
Cloud-based | Fathom is Software-as-a-Service (SaaS), which means it's hosted in the cloud.
Rock-solid infrastructure | Fathom is hosted at Microsoft Azure. Secure Sockets Layer (SSL) is used to keep your data safe.
Built-in help | a knowledge base is at your fingertips.
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Free webinars | if you need help getting started, register for an upcoming webinar.
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Start your 14-day free trial.
No credit card required.
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