Getting Started

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(5. Learn how to use Fishbowl {{top}})
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The Fishbowl software has three components. The '''Fishbowl Client''' is the visible program that users interact with. The '''Fishbowl Server''' runs behind the scenes, processing and storing all of the data. '''Fishbowl Nexus''' is a separate application on the server computer that automatically runs when needed and allows communication with QuickBooks.
The Fishbowl software has three components. The '''Fishbowl Client''' is the visible program that users interact with. The '''Fishbowl Server''' runs behind the scenes, processing and storing all of the data. '''Fishbowl Nexus''' is a separate application on the server computer that automatically runs when needed and allows communication with QuickBooks.
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All the pieces of software can be run on a single computer, or '''Clients''' can be installed on workstations that communicate with the '''Server''' over a network.
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All the pieces of software can be run on a single computer, or the Fishbowl Client can be installed on workstations that communicate with the Fishbowl Server over a network.
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:[[File:Server and Client.png]]b
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:[[File:Server and Client.png]]
The hardware requirements for the Fishbowl Server are higher than for the Fishbowl Client. See [http://www.fishbowlinventory.com/quick-tour/system-recommendations/ System Hardware Recommendations] for more information.
The hardware requirements for the Fishbowl Server are higher than for the Fishbowl Client. See [http://www.fishbowlinventory.com/quick-tour/system-recommendations/ System Hardware Recommendations] for more information.
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If you are a new Fishbowl user, you will need to run the installer on each computer that will use Fishbowl. After the initial install, all the Clients will automatically update whenever the Fishbowl Server is updated to a new version.
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If you are a new Fishbowl user, you will need to run the installer on each computer that will use Fishbowl. After the initial install, all of the clients will automatically update whenever the Fishbowl Server is updated to a new version.
'''Follow the steps below to install Fishbowl.'''
'''Follow the steps below to install Fishbowl.'''
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# Download the latest version of the [http://www.fishbowlinventory.com/support/updates/ Fishbowl installer]. Physical copies of the installer can be shipped by request. An installer is also available for [[Fishbowl Canada]]. Once the download is complete, open the Fishbowl installer.<br>[[File:Fishbowl Installer.png]]
# Download the latest version of the [http://www.fishbowlinventory.com/support/updates/ Fishbowl installer]. Physical copies of the installer can be shipped by request. An installer is also available for [[Fishbowl Canada]]. Once the download is complete, open the Fishbowl installer.<br>[[File:Fishbowl Installer.png]]
# Click '''Next''' to advance to the '''Installation Mode''' step and select one of the installation options.
# Click '''Next''' to advance to the '''Installation Mode''' step and select one of the installation options.
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#*'''TRIAL INSTALL''' - If you would like to try Fishbowl for 14 days, select the '''Trial''' option and click '''Next''' to automatically install the Server and Client on the same computer, using the default settings. A '''Fishbowl Trial''' icon will be placed on the desktop that will launch both the Server and the Client.<br>[[File:Installation_Mode.png]]
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#*'''TRIAL INSTALL''' - If you would like to try Fishbowl for 14 days, select the '''Trial''' option and click '''Next''' to automatically install the server and client on the same computer, using the default settings. A '''Fishbowl Trial''' icon will be placed on the desktop that will launch both the server and the client.<br>[[File:Installation_Mode.png]]
#*'''CLIENT INSTALL''' - If you are installing the Fishbowl Client on a workstation, select '''Current Fishbowl User''' and then choose '''Client Only'''.
#*'''CLIENT INSTALL''' - If you are installing the Fishbowl Client on a workstation, select '''Current Fishbowl User''' and then choose '''Client Only'''.
#*'''SERVER INSTALL''' - The Fishbowl Server only needs to be installed on one computer (the same computer as QuickBooks if you plan on integrating). To install the Fishbowl Server, select '''Current Fishbowl User''' and then choose '''Server with Client'''. Click '''Next''' to advance to the '''License Key''' step. Select a trial license key or enter the permanent license key you received when you purchased Fishbowl.<br>[[File:Enter License Key.png]]
#*'''SERVER INSTALL''' - The Fishbowl Server only needs to be installed on one computer (the same computer as QuickBooks if you plan on integrating). To install the Fishbowl Server, select '''Current Fishbowl User''' and then choose '''Server with Client'''. Click '''Next''' to advance to the '''License Key''' step. Select a trial license key or enter the permanent license key you received when you purchased Fishbowl.<br>[[File:Enter License Key.png]]
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* [[Supported Operating Systems]]
* [[Supported Operating Systems]]
* [[Fishbowl_for_Linux#Install_Fishbowl|Install Fishbowl on Linux]]
* [[Fishbowl_for_Linux#Install_Fishbowl|Install Fishbowl on Linux]]
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* [[Fishbowl_for_Mac#Install_Fishbowl|Install Fishbowl on a Mac]]
* [[Fishbowl Canada|Install Fishbowl Canada]]
* [[Fishbowl Canada|Install Fishbowl Canada]]
* [[Start Fishbowl#Change license key after Fishbowl is installed|Change license key after install]]
* [[Start Fishbowl#Change license key after Fishbowl is installed|Change license key after install]]
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== 2. Start Fishbowl {{top}} ==
== 2. Start Fishbowl {{top}} ==
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Once the Fishbowl install has been completed, it's time to start Fishbowl. Because a Fishbowl Client only works when there is a Fishbowl Server to connect to, it is important to make sure the Server is running first.
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Once the Fishbowl install has been completed, it's time to start Fishbowl. Because a Fishbowl Client only works when there is a Fishbowl Server to connect to, it is important to make sure the server is running first.
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If you chose the '''TRIAL INSTALL''' during installation above, the '''Fishbowl Trial''' icon on the desktop will automatically start the Server and the Client. Otherwise, follow the steps below.
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If you chose the '''TRIAL INSTALL''' during installation above, the '''Fishbowl Trial''' icon on the desktop will automatically start the server and the client. Otherwise, follow the steps below.
'''Follow the steps below to start Fishbowl.'''
'''Follow the steps below to start Fishbowl.'''
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# If a desktop icon was created during the install, this can be used to start the Fishbowl Server. Otherwise, click the '''Windows Start Menu''' | '''All Programs''' | '''Fishbowl''' | '''Fishbowl Server'''.<br>[[File:FB install Program Files.png]]
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# If a desktop icon was created during the install, this can be used to start the Fishbowl Server. Otherwise, click the '''Windows Start Menu''' | '''All apps''' | '''Fishbowl''' | '''Fishbowl Server'''.<br>[[File:FB install Program Files.png]]
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# The orange Fishbowl logo should appear in the system tray by the clock. It may be necessary to click the arrow in the system tray to see all icons. A red or yellow circle on top of the Fishbowl logo indicates that the server is in the process of starting up.<br>[[File:Server_Icon.png]]
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# The orange Fishbowl logo should appear in the taskbar by the clock. It may be necessary to click the arrow to see all icons. A red or yellow circle on top of the Fishbowl logo indicates that the server is in the process of starting up.<br>[[File:Server_Icon.png]]
# Once the Fishbowl Server is running, start the Fishbowl Client using the desktop icon or the Windows Program menu. The Fishbowl Client can be run on the same computer as the Fishbowl Server, or on any workstations that the Fishbowl Client was installed on.
# Once the Fishbowl Server is running, start the Fishbowl Client using the desktop icon or the Windows Program menu. The Fishbowl Client can be run on the same computer as the Fishbowl Server, or on any workstations that the Fishbowl Client was installed on.
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If you are a new customer, the Fishbowl Server will be running an example database called Bicycles Unlimited. It is recommended that you login to this database to experiment and learn before [[Start_Fishbowl#Changing_your_Default_Database|creating your own database]]. If the Fishbowl Server can be found running the example database, the Client may automatically login. Otherwise, follow the steps below.
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If you are a new customer, the Fishbowl Server will be running an example database. It is recommended that you login to this database to experiment and learn before [[Start_Fishbowl#Changing_your_Default_Database|creating your own database]]. If the server is running the example database, the client will automatically log in. Otherwise, follow the steps below.
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'''Follow the steps below to login to Fishbowl.'''
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'''Follow the steps below to log into Fishbowl.'''
# When the Fishbowl Client starts, you will be presented with a login window.<br>[[File:Login_client.png]]
# When the Fishbowl Client starts, you will be presented with a login window.<br>[[File:Login_client.png]]
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# Click the '''Details''' button, and then the binoculars button next to the '''Server Address''' field to search for your Fishbowl Server.
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# Click the '''Details''' button, and then click the {{Button|Search}} next to the '''Server Address''' field to search for your Fishbowl Server.
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# Select your Fishbowl Server in the '''Server Address''' dropdown. If the Server is not found, enter the IP address, or computer name of the Server.
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# Select your Fishbowl Server in the '''Server Address''' field. If the server is not found, enter the IP address or the name of the computer server.
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# If you are connecting to the Bicycle Unlimited example database, enter '''admin''' as the username and '''admin''' for the password and then click '''Login'''.
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# If you are connecting to the example database, enter '''admin''' as the username and '''admin''' for the password, and then click '''Login'''.
Once you are logged in you may want to take a moment to become familiar with the layout and organization of the Fishbowl Client.
Once you are logged in you may want to take a moment to become familiar with the layout and organization of the Fishbowl Client.
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[[File:Parts_of_the_Screen.png|900px]]
[[File:Parts_of_the_Screen.png|900px]]
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Fishbowl is organized into modules. To open a module, select a '''Module Group''' on the left and then click a '''Module'''. For example, to open the '''Sales Order''' module, click the '''Sales''' group on the left and then choose '''Sales Order'''. Each module can also be opened from the corresponding module group menu in the menu bar at the top.
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Fishbowl is organized into modules. To open a module, select a '''Module Group''' on the left, and then click a '''Module'''. For example, to open the '''Sales Order''' module, click the '''Sales''' group on the left, and then choose '''Sales Order'''. Each module can also be opened from the module group menu at the top.
'''The following links contain more information about running Fishbowl.'''
'''The following links contain more information about running Fishbowl.'''
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* [[FAQs#How_do_I_update_my_license_key.3F|Update license key online]]
* [[FAQs#How_do_I_update_my_license_key.3F|Update license key online]]
* [[Fishbowl_for_Linux#Start_Fishbowl|Start Fishbowl on Linux]]
* [[Fishbowl_for_Linux#Start_Fishbowl|Start Fishbowl on Linux]]
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* [[Fishbowl_for_Mac#Install_Fishbowl|Start Fishbowl on a Mac]]
<br><br>
<br><br>
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== 3. Integrate an accounting system {{top}} ==
== 3. Integrate an accounting system {{top}} ==
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In addition to functioning as a standalone application, Fishbowl has the ability to integrate with [[QuickBooks]] or [[Xero]]. Data can be imported from the accounting system and when actions are performed in Fishbowl, the corresponding entries can be exported to the accounting system.  
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In addition to functioning as a standalone application, Fishbowl has the ability to integrate with [[QuickBooks]], [[QuickBooks Online]], or [[Xero]]. Data can be imported into Fishbowl from the accounting system, and when actions are performed in Fishbowl, the corresponding entries can be exported to the accounting system.  
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Before integrating with QuickBooks, you may want to create a copy of your QuickBooks file while you experiment and learn about the QuickBooks integration.
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'''The following steps outline the basic process for integrating with QuickBooks.
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'''The following steps outline the basic process of integrating with QuickBooks. For Xero integration, see [[Xero]].'''
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# Before integrating with QuickBooks, you may want to create a copy of your QuickBooks file while you experiment and learn about the QuickBooks integration.
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# On the server computer, open your QuickBooks file and then open the Fishbowl Client.
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# Login to the Fishbowl Client on the server computer. Open the QuickBooks file you will integrate with and login as admin in single user mode.
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# In Fishbowl, open the '''Accounting''' module group, select the '''Accounting''' module, click on the '''Configure''' tab, and then click the large '''QuickBooks Connection''' button.<br>[[File:Accounting Buttons.png]]
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# In Fishbowl, open the '''Accounting''' module group, select the '''Accounting''' module, click on the '''Configure''' tab, and then click the '''Accounting Configuration Wizard''' button.<br>[[File:Accounting Configuration Panel.png]]
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# Read the information on the first step of the wizard and click '''Next'''.
# Read the information on the first step of the wizard and click '''Next'''.
# Follow the instructions on the second step of the wizard to create a user in QuickBooks called '''Fishbowl''' and click '''Next'''.
# Follow the instructions on the second step of the wizard to create a user in QuickBooks called '''Fishbowl''' and click '''Next'''.
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# Proceed to the '''QuickBooks File''' step, select '''Use file currently opened in QuickBooks''', and click '''Next'''.<br>[[File:QuickBooks Integ 1.png|500px]]
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# Proceed to the '''QuickBooks File''' step, select '''Use file currently opened in QuickBooks''', and click '''Next'''.<br>[[File:QuickBooks Integ 1.png]]
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# Integrating with QuickBooks requires .NET 4.0 or later which is included on most computers or can be installed by running Windows Update.
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# Integrating with QuickBooks requires .NET 4.0 or later, which is included on most computers or can be installed by running Windows Update.
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# Go to the QuickBooks application and choose '''Yes, always; allow access even if QuickBooks is not running''' and select the '''Fishbowl''' user that was previously created in QuickBooks. If QuickBooks is not open on the server computer at the time that Fishbowl exports data, this user will be used to automatically login to QuickBooks. Click '''Continue'''.<br>[[File:QuickBooks Approval With User.png|500px]]
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# Go to the QuickBooks application and choose '''Yes, always; allow access even if QuickBooks is not running''' and select the '''Fishbowl''' user that was previously created in QuickBooks. If QuickBooks is not open on the server computer at the time that Fishbowl exports data, this user will be used to automatically login to QuickBooks. Click '''Continue'''.<br>[[File:QuickBooks Approval With User.png]]
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# Return to the Fishbowl application and select if you will be using Fishbowl created accounts or choosing from existing QuickBooks accounts and click '''Next'''.<br>[[File:Default Accounts.png|500px]]
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# Return to the Fishbowl application and select if you will be using Fishbowl created accounts or choosing from existing QuickBooks accounts and click '''Next'''.<br>[[File:Default Accounts.png]]
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# Choose which items you would like to import from QuickBooks into Fishbowl and click '''Next'''. After the import is complete click '''Finish'''.<br>[[File:Accounting_integration_import_items.png|500px]]
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# Choose which items you would like to import from QuickBooks into Fishbowl and click '''Next'''. After the import is complete, click '''Finish'''.<br>[[File:Accounting_integration_import_items.png]]
Now that you are integrated with QuickBooks, you can export data from Fishbowl into QuickBooks by clicking the {{Button|Export}} located in the module toolbar of the '''Accounting''' module. You may notice an additional icon in the system tray for Fishbowl Nexus. Fishbowl Nexus is a separate application that will run automatically when exporting to QuickBooks.
Now that you are integrated with QuickBooks, you can export data from Fishbowl into QuickBooks by clicking the {{Button|Export}} located in the module toolbar of the '''Accounting''' module. You may notice an additional icon in the system tray for Fishbowl Nexus. Fishbowl Nexus is a separate application that will run automatically when exporting to QuickBooks.
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'''The following links contain more information about integrating with an accounting system.'''
'''The following links contain more information about integrating with an accounting system.'''
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* [[Xero|Xero integration]]
 
* [[Supported QuickBooks Versions]]
* [[Supported QuickBooks Versions]]
* [[QuickBooks#FAQs|QuickBooks FAQs]]
* [[QuickBooks#FAQs|QuickBooks FAQs]]
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* [[QuickBooks#Import|Import data from QuickBooks to Fishbowl]]
* [[QuickBooks#Import|Import data from QuickBooks to Fishbowl]]
* [[QuickBooks Journal Entries]]
* [[QuickBooks Journal Entries]]
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* [[QuickBooks#QuickBooks_on_another_computer|Connect to QuickBooks on another computer]]
* [[Fishbowl_for_Linux#Integrate_with_QuickBooks|Linux - Integrate with QuickBooks]]
* [[Fishbowl_for_Linux#Integrate_with_QuickBooks|Linux - Integrate with QuickBooks]]
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* [[Fishbowl_for_Mac#Integrate_with_QuickBooks|Mac - Integrate with QuickBooks]]
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* [[QuickBooks Online|QuickBooks Online integration]]
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* [[Xero|Xero integration]]
<br><br>
<br><br>
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* You can [[QuickBooks#Import|import data from QuickBooks]].
* You can [[QuickBooks#Import|import data from QuickBooks]].
* Data can be entered individually into Fishbowl. For example, open a module (Part, Customer, Vendor, etc.) and click the '''New''' button to add the appropriate data to Fishbowl.
* Data can be entered individually into Fishbowl. For example, open a module (Part, Customer, Vendor, etc.) and click the '''New''' button to add the appropriate data to Fishbowl.
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* Fishbowl can import data through Comma Separated Values (CSV) files. CSV files can be viewed and edited in spreadsheet applications like Microsoft Excel, or in any text editor.
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* Fishbowl can import data from CSV, TXT, XLS, and XLSX files. These files can be viewed and edited in spreadsheet applications like Microsoft Excel, or in any text editor.
'''The following steps outline the basic process of exporting a template and then importing the CSV.'''
'''The following steps outline the basic process of exporting a template and then importing the CSV.'''
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# Click the '''File''' Menu at the top-left of the Fishbowl Client and choose '''Export'''.<br>[[File:Export Menu.png]]
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# Click the '''File''' menu at the top-left of the Fishbowl Client and choose '''Import'''.<br>[[File:Import Menu.png]]
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# Select an export. Click '''Next''' to read the instructions and then complete the Export Wizard.<br>[[File:Export Instructions.png|500px]]
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# Select an import and click '''Next''' to read the instructions.<br>[[File:Import Instructions.png]]
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# Open the exported file in your spreadsheet application or text editor. Following the format of the file, enter your data into the fields.
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# Click the '''Export Template''' button and save the template file.
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# Click the '''File''' Menu at the top-left of the Fishbowl Client and choose '''Import'''.
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# Open the exported file in your spreadsheet application or text editor. Following the format of the file, enter your data into the fields and save the file.
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# Select the corresponding import. Click '''Next''' and choose the file you previously exported.<br>[[File:Import File.png|500px]]
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# Click '''Next''' and choose the file you previously exported.<br>[[File:Import File.png]]
# Click '''Finish''' to complete the import.
# Click '''Finish''' to complete the import.
'''The following links contain more information about adding data to Fishbowl.'''
'''The following links contain more information about adding data to Fishbowl.'''
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* [[CSV_Imports_and_Exports#CSV_import_tips|CSV Import Tips]]
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* [[Imports_and_Exports#Import_tips|Import tips]]
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* [[CSV_Imports_and_Exports#List_of_imports_and_exports|List of Imports]]
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* [[CSV|List of imports]]
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* [[CSV_Imports_and_Exports#Suggested_order_of_CSV_imports|Suggested order of CSV imports]]
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* [[Imports_and_Exports#Suggested_order_of_imports|Suggested order of imports]]
<br><br>
<br><br>
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== 5. Learn how to use Fishbowl {{top}} ==
== 5. Learn how to use Fishbowl {{top}} ==
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Congratulations! Now that Fishbowl is installed and running, it's time to learn about the specific features of Fishbowl. Each module in Fishbowl has a corresponding article on the wiki that describes specific functions. Below are a few of the ways you can find articles on the wiki.
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Congratulations! Now that Fishbowl is installed and running, it's time to learn about the specific features of Fishbowl. Each module in Fishbowl has a corresponding article on the documentation site that describes specific functions. Below are a few of the ways you can find articles.
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* Click the {{Button|Help}}, located in the module toolbar of each module, to jump directly to the wiki article about that module.<br>
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* Click the {{Button|How To}}, located at the top of each module in the Fishbowl Client, to jump directly to the article about that module.<br>
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* Click one of the article lists (category or alphabetical), located at the top left of every wiki page, and select the desired article.<br>[[File:Article Lists.png|link=]]
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* Click one of the article lists ('''category''' or '''alphabetical'''), located at the top left of every page on the documentation site, and select the desired article.<br>[[File:Article Lists.png|link=]]
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* Type the first few letters of a module name in the search bar, located at the top right of every wiki page, and select the desired article.<br>[[File:Autocomplete Search.png]]
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* Type the first few letters of a module name in the search bar, located at the top right of every page on the documentation site, and select the desired article.<br>[[File:Autocomplete Search.png]]
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* Type search terms in the search box to search the entire wiki.<br>[[File:Search Terms.png]]
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* Type search terms in the search box to search the entire documentation site.<br>[[File:Search Terms.png]]
'''The following links may also be helpful in learning more about Fishbowl.'''
'''The following links may also be helpful in learning more about Fishbowl.'''
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* [[Customize Fishbowl]]
* [[Customize Fishbowl]]
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The image below will give you an overview of the major modules in Fishbowl, and how they interact. Click any area of the image to jump to the corresponding article.
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The image below will give you an overview of the major modules in Fishbowl and how they interact. Click any area of the image to jump to the corresponding article.
{| style="border:1px solid #ddd; padding:0; margin:0; border-spacing:0px;"
{| style="border:1px solid #ddd; padding:0; margin:0; border-spacing:0px;"
|{{:Fishbowl Flow Chart}}
|{{:Fishbowl Flow Chart}}
|}
|}

Revision as of 11:28, 5 June 2017

Getting Started
Training Videos
Getting Started Videos
Related Pages
Implementation Checklist
Frequently Asked Questions

Welcome to Fishbowl! This article will guide you through the process of installing, starting, and setting up Fishbowl.

Click the image below to jump to a section, or scroll down to read through the article.

Getting Started

1. Install Fishbowl
Jump to top of page

The Fishbowl software has three components. The Fishbowl Client is the visible program that users interact with. The Fishbowl Server runs behind the scenes, processing and storing all of the data. Fishbowl Nexus is a separate application on the server computer that automatically runs when needed and allows communication with QuickBooks.

All the pieces of software can be run on a single computer, or the Fishbowl Client can be installed on workstations that communicate with the Fishbowl Server over a network.

Server and Client.png

The hardware requirements for the Fishbowl Server are higher than for the Fishbowl Client. See System Hardware Recommendations for more information.

If you are a new Fishbowl user, you will need to run the installer on each computer that will use Fishbowl. After the initial install, all of the clients will automatically update whenever the Fishbowl Server is updated to a new version.

Follow the steps below to install Fishbowl.

  1. Download the latest version of the Fishbowl installer. Physical copies of the installer can be shipped by request. An installer is also available for Fishbowl Canada. Once the download is complete, open the Fishbowl installer.
    Fishbowl Installer.png
  2. Click Next to advance to the Installation Mode step and select one of the installation options.
    • TRIAL INSTALL - If you would like to try Fishbowl for 14 days, select the Trial option and click Next to automatically install the server and client on the same computer, using the default settings. A Fishbowl Trial icon will be placed on the desktop that will launch both the server and the client.
      Installation Mode.png
    • CLIENT INSTALL - If you are installing the Fishbowl Client on a workstation, select Current Fishbowl User and then choose Client Only.
    • SERVER INSTALL - The Fishbowl Server only needs to be installed on one computer (the same computer as QuickBooks if you plan on integrating). To install the Fishbowl Server, select Current Fishbowl User and then choose Server with Client. Click Next to advance to the License Key step. Select a trial license key or enter the permanent license key you received when you purchased Fishbowl.
      Enter License Key.png
  3. Click Next to proceed through the wizard. On the final step, select Run Fishbowl.
    Run Fishbowl.png

The following links contain more information about installing Fishbowl.



2. Start Fishbowl
Jump to top of page

Once the Fishbowl install has been completed, it's time to start Fishbowl. Because a Fishbowl Client only works when there is a Fishbowl Server to connect to, it is important to make sure the server is running first.

If you chose the TRIAL INSTALL during installation above, the Fishbowl Trial icon on the desktop will automatically start the server and the client. Otherwise, follow the steps below.

Follow the steps below to start Fishbowl.

  1. If a desktop icon was created during the install, this can be used to start the Fishbowl Server. Otherwise, click the Windows Start Menu | All apps | Fishbowl | Fishbowl Server.
    FB install Program Files.png
  2. The orange Fishbowl logo should appear in the taskbar by the clock. It may be necessary to click the arrow to see all icons. A red or yellow circle on top of the Fishbowl logo indicates that the server is in the process of starting up.
    Server Icon.png
  3. Once the Fishbowl Server is running, start the Fishbowl Client using the desktop icon or the Windows Program menu. The Fishbowl Client can be run on the same computer as the Fishbowl Server, or on any workstations that the Fishbowl Client was installed on.

If you are a new customer, the Fishbowl Server will be running an example database. It is recommended that you login to this database to experiment and learn before creating your own database. If the server is running the example database, the client will automatically log in. Otherwise, follow the steps below.

Follow the steps below to log into Fishbowl.

  1. When the Fishbowl Client starts, you will be presented with a login window.
    Login client.png
  2. Click the Details button, and then click the Search Button.png Search button next to the Server Address field to search for your Fishbowl Server.
  3. Select your Fishbowl Server in the Server Address field. If the server is not found, enter the IP address or the name of the computer server.
  4. If you are connecting to the example database, enter admin as the username and admin for the password, and then click Login.

Once you are logged in you may want to take a moment to become familiar with the layout and organization of the Fishbowl Client.

Parts of the Screen.png

Fishbowl is organized into modules. To open a module, select a Module Group on the left, and then click a Module. For example, to open the Sales Order module, click the Sales group on the left, and then choose Sales Order. Each module can also be opened from the module group menu at the top.

The following links contain more information about running Fishbowl.



3. Integrate an accounting system
Jump to top of page

In addition to functioning as a standalone application, Fishbowl has the ability to integrate with QuickBooks, QuickBooks Online, or Xero. Data can be imported into Fishbowl from the accounting system, and when actions are performed in Fishbowl, the corresponding entries can be exported to the accounting system.

The following steps outline the basic process for integrating with QuickBooks.

  1. Before integrating with QuickBooks, you may want to create a copy of your QuickBooks file while you experiment and learn about the QuickBooks integration.
  2. On the server computer, open your QuickBooks file and then open the Fishbowl Client.
  3. In Fishbowl, open the Accounting module group, select the Accounting module, click on the Configure tab, and then click the large QuickBooks Connection button.
    Accounting Buttons.png
  4. Read the information on the first step of the wizard and click Next.
  5. Follow the instructions on the second step of the wizard to create a user in QuickBooks called Fishbowl and click Next.
  6. Proceed to the QuickBooks File step, select Use file currently opened in QuickBooks, and click Next.
    QuickBooks Integ 1.png
  7. Integrating with QuickBooks requires .NET 4.0 or later, which is included on most computers or can be installed by running Windows Update.
  8. Go to the QuickBooks application and choose Yes, always; allow access even if QuickBooks is not running and select the Fishbowl user that was previously created in QuickBooks. If QuickBooks is not open on the server computer at the time that Fishbowl exports data, this user will be used to automatically login to QuickBooks. Click Continue.
    QuickBooks Approval With User.png
  9. Return to the Fishbowl application and select if you will be using Fishbowl created accounts or choosing from existing QuickBooks accounts and click Next.
    Default Accounts.png
  10. Choose which items you would like to import from QuickBooks into Fishbowl and click Next. After the import is complete, click Finish.
    Accounting integration import items.png

Now that you are integrated with QuickBooks, you can export data from Fishbowl into QuickBooks by clicking the Export Button.png Export button located in the module toolbar of the Accounting module. You may notice an additional icon in the system tray for Fishbowl Nexus. Fishbowl Nexus is a separate application that will run automatically when exporting to QuickBooks.

The following links contain more information about integrating with an accounting system.



4. Add data to Fishbowl
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There are several ways to get your company data into Fishbowl.

The following steps outline the basic process of exporting a template and then importing the CSV.

  1. Click the File menu at the top-left of the Fishbowl Client and choose Import.
    Import Menu.png
  2. Select an import and click Next to read the instructions.
    Import Instructions.png
  3. Click the Export Template button and save the template file.
  4. Open the exported file in your spreadsheet application or text editor. Following the format of the file, enter your data into the fields and save the file.
  5. Click Next and choose the file you previously exported.
    Import File.png
  6. Click Finish to complete the import.

The following links contain more information about adding data to Fishbowl.



5. Learn how to use Fishbowl
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Congratulations! Now that Fishbowl is installed and running, it's time to learn about the specific features of Fishbowl. Each module in Fishbowl has a corresponding article on the documentation site that describes specific functions. Below are a few of the ways you can find articles.

The following links may also be helpful in learning more about Fishbowl.

The image below will give you an overview of the major modules in Fishbowl and how they interact. Click any area of the image to jump to the corresponding article.

Fishbowl Flow Chart

Bill of MaterialsManufacture OrderVendorPurchase OrderReceive/Reconcile|To AccountingPartTransfer OrderProductCustomerSales OrderPickPack/ShipTo Accounting|ConsignmentRMAPaymentPricing RuleReportsDashboardCurrencyScheduleCalendarInventoryFishbowl Flow Chart.png
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