Getting Started:Fishbowl and QuickBooks Integration

Getting Started:Fishbowl and QuickBooks Integration

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[edit] Fishbowl and QuickBooks Integration

If you are using QuickBooks in conjunction with Fishbowl Inventory you need to configure the link to QuickBooks. Once configured, you can update QuickBooks each time you use the Export feature within Fishbowl. QuickBooks tracks limited inventory details in order to associate them with accounting events; e.g. bills, invoices. Fishbowl then tracks your inventory through all the business transitions and events of purchasing, storing, manufacturing, picking, selling, shipping, etc.


The Fishbowl Export feature will update QuickBooks with all of the various Purchase Order, Sales Order and Accounting changes. From there, you can use QuickBooks to manage the fiscal responsibilities your business creates. This connection allows you to grow the muscles needed to manage your inventory and business, without abandoning the affordable and effective accounting features which QuickBooks provides.


Objectives:

  • Create inventory categories in QuickBooks™ that match those existing in Fishbowl.
  • Grant access for Fishbowl to communicate automatically with QuickBooks™.
  • Import your Company information from QuickBooks™ into Fishbowl.
  • Import your CustomerData from QuickBooks™ into Fishbowl.
  • Import your VendorData from QuickBooks™ into Fishbowl.
  • Import your Inventory from QuickBooks™ into Fishbowl.
  • In QuickBooks™ turn off inventory tracking and transfer it to Fishbowl.



User Manual | Getting started
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