The Class module allows you to categorize sales, purchases, and transfers in both Fishbowl and QuickBooks. Many companies choose to create classes to organize transactions by location, but that’s not the only way to do it.
You can also create classes by:
- Business type
- Product type
- Virtually any other criteria you can imagine
Any classes you create and associate items with in your inventory will be automatically sent to QuickBooks when you export data from Fishbowl to the accounting software. This allows you to track inventory by class in both Fishbowl and QuickBooks.
To create a new class, simply click the New button at the top of the module and add a Class Name and note if it’s a Subclass of an existing one. Then hit the OK button. The new class will immediately show up on the screen. It’s easy to edit and disable classes, if you wish, by simply clicking on them to open their options.
This module helps Fishbowl stay classy. Next week we’ll show you how to stay current with the Currency module.
Robert Lockard is a copywriter with Fishbowl. He writes for several blogs about inventory management, manufacturing, QuickBooks, and small business. Fishbowl is the #1-requested manufacturing and warehouse management software for QuickBooks users. Robert enjoys running, reading, writing, spending time with his wife and children, and watching movies.