Analyzing the Accounting Module

The Accounting module is nice and straightforward. It allows you to integrate with some of the major accounting solutions on the market, and it facilitates the process of importing and exporting data between them. Let’s get into the details of how this works.

Accounting Integrations

When you first open the Accounting module, you’ll see three big icons that you can click to integrate Fishbowl with:

• QuickBooks
• QuickBooks Online
• Xero

When you click one, a wizard will pop up to guide you step by step through the process of integrating it with Fishbowl.

Export and Import

You can also click on the General tab to the left of the Configure tab at the top of the Accounting module. In here, you’ll find a number of options on exporting and importing data. Your export options are:

• Standard Export: Export items that haven’t been posted to the accounting file before.
• Repost: Export posted and unposted items within a certain time range.
• Mark as Posted: Any items that have not been posted will be marked as posted anyway.

Your import options are far more comprehensive. By the way, you can hover your mouse over any of these items in the Fishbowl interface to get a helpful description of what they are if you have any questions:

• Company Information
• Vendors
• Customers
• Classes
• Accounts
• Sales Orders
• Invoices
• Purchase Orders
• Items

We’ll review the Payment Reviewer module next week.