Implementation Manual

Implementation Manual for Users Who Integrate with QuickBooks®

© 2007 Fishbowl Inventory, ExpressTech International.

QuickBooks, the QuickBooks logo and the Developed for QuickBooks logo, as referenced or used in this User's Guide, are trademarked and/or copywritten (© 2007) property of Intuit Inc.

Welcome to Fishbowl Inventory 4.7!

 

The most efficient way to

• Manage sales and inventory information that integrates with QuickBooks for accounting
• Determine your reorder point to eliminate stock outs
• Know which vendors to purchase from at the best prices and fastest lead time
• Discover what your inventory limits are to stop tying up $ in inventory
• Eliminate double entry of inventory data to stop wasting your valuable time
• Automate purchase orders so you can have what you need when you need it
• Streamline inventory controls to ease the hassle of knowing what is on hand through bar-coding
• Make Estimates that turn into Sales Orders through the Fishbowl System
• Turn raw materials into Finished Goods using our Bill of Materials
• Use reporting tools that create a profitable business with the competitive edge

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Table of Contents

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System Hardware Requirements

Part of the Fishbowl Screen

Step 1 - Fishbowl Installation

How to get a Copy of Fishbowl Inventory 4.7

Installing Fishbowl from a CD

Installing Fishbowl from a Download

Installation Instructions

Fishbowl Inventory Online Training Materials

Step 2 - Set Up Initial Database

Create a new database

Enter Company Information

Populate Database

Step 3 - Set Up Inventory Locations and Units of Measurement

Instructions to Manually Enter Location Groups

Instructions to Manually Enter Locations

Instructions to Manually Enter Inventory UOMs and Conversions

Step 4 - QuickBooks Integration

Enable Class Tracking

QuickBooks Integration Wizard

QuickBooks Conversion Table

Step 5 - Assign Individual Parts to Locations

Step 6 - Import Individual Parts to their Locations

Using the Inventory Transfer Data Import Wizard

Verify the Transfer Using the Cycle Count Report

Step 7 - User Groups and User Rights

Create a New User Group and Assign Rights

Create New Users and Assign them to Groups

Step 8 - Enter Inventory Quantities

Create a CSV file to Import Quantities

Create Inventory Quantities Using the Cycle Wizard

Step 9 - Enter Tax Information

Add Tax Agency

Add Tax Rate

Step 10 - Create a Bill of Material (BOM)

BOM Types

Manually Create a BOM

Additional Quickbooks Integration Information

Appendix - CSV file Mass Import