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Fishbowl + QuickBooks: Track inventory and manage money all on the same platform

Summary
How We Integrate

Inventory tracking and data management are crucial for business efficiency and scalability. Fishbowl’s integration with Intuit’s suite of QuickBooks products, including QuickBooks Online and QuickBooks Desktop, makes it possible to link your inventory and accounting, all in an integrated solution. Use Fishbowl to manage your day-to-day operations and projected business growth, without having to change your account practices and processes in QuickBooks.

The Fishbowl Difference

Fast, Easy Ramp Up: The Accounting Configuration Wizard walks you through the steps to successfully import and export your data between Fishbowl and QuickBooks during your initial implementation, all while maintaining GAAP compliance. 

With the guidance and expertise of a dedicated implementation specialist, Fishbowl will be go-live ready, including connection to your accounting platforms, in as little as 6 to 8 weeks.
Operational Efficiency: With Fishbowl as your primary platform for inventory or production management, you can eliminate the need for duplicate and manual entry of data into multiple platforms. Fishbowl automatically shares inventory costs and asset values with your QuickBooks platform in real time, making errant entries a thing of the past.
Scalability: With business growth comes layers of complexity: more people, more parts, and more time required to manage it all. Whether you’re adding new locations or more team members, managing multiple warehouses, or increasing production volume, Fishbowl was designed to support you and your business as it grows, while also maintaining connectivity and data sharing with your accounting platform.
Trusted Partnership: As a longtime partner with Intuit and one of the first third-party vendors to be awarded Intuit’s Gold Developer designation, Fishbowl has access to key information that allows us to remain fully compatible with each new version of QuickBooks. Fishbowl is classified as an Elite QuickBooks Solutions Provider, and we continue to strengthen its manufacturing and warehouse management software to match QuickBooks’ commitment to excellence.

Core Functionality

Sales Order Management: Create unlimited estimates, sales orders, pick tickets, and other essential documents. Set up your order-fulfillment workflow to easily track backorders and multiple fulfillments for single sales orders. You can also configure automatic reorder point based on maximum and minimum inventory thresholds, as well as in-depth reports, and improved warehouse management and picking processes to make order management easier than ever.
Accounts Receivable and Payable: In your sales workflow, Fishbowl sends invoices to QuickBooks, allowing you to manage your accounts receivable from QuickBooks, including statements and customer account payments. Fishbowl handles order fulfillment, including sales orders, picking, packing, and shipping, purchase orders and receiving. It then updates QuickBooks with all the appropriate accounting adjustments, including manufacturing information and data on inventory assets, COGS, income, accounts receivable, tax and payment, and accounts payable. The transactional data captured from Fishbowl is so complete that it leaves no need for modification from the accountant. 
Real-time Data: Create customized, timely reports on everything from your customers and vendors to your parts and stock quantities. Automated data flows keep your accounting current without hours of manual entry or data transfers. 
Compliance Ready: When industry regulations require diligence in inventory management to maintain compliance, we’ve got you covered. If ever you’re faced with a recall or audit, Fishbowl’s inventory traceability and reporting features give you visibility into where products are at any stage of your manufacturing, quality assurance, receiving, and picking and packing processes. With a single report, see which manufacturing orders made the product, which purchase orders and vendors were involved with the raw goods consumed in the manufacturing, and all customers who received the product. Then, reconcile your books as COGS or a loss, and they will automatically be recorded in QuickBooks.

See how Fishbowl’s default account mapping interacts with QuickBooks’ suite of products.

Sales
Customers
Sales Orders
Purchasing
Purchase Orders
Bill
Manufacturing
Manufacturing
Inventory Management
Parts
Quantity
Cycling
Sales
Customer
Invoice/Credit Memo
Purchasing
Vendor
Bill
Manufacturing
Journal Entries
Inventory Management
Inventory Values
Journal Entries

Integrates With

Details

Publisher
Intuit
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