Xero

From Fishbowl
Revision as of 16:53, 8 April 2015 by Ncarter (talk | contribs) (Created page with "right|150px|link=http://www.xero.com/ In addition to providing QuickBooks integration, Fishbowl 2015.4 and later can also integrate with [http://www.xero.com/ X...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search
Xero.png

In addition to providing QuickBooks integration, Fishbowl 2015.4 and later can also integrate with Xero, a provider of online accounting software. Xero provides a free trial, making it easy to experience the power and simplicity of the Fishbowl/Xero integration.

Integration Template:Top

Follow the steps below to integrate Fishbowl with Xero.

  1. Open the Configure tab of the Icon.Accounting Integration.png Accounting module and click the Connect to Xero button.
    File:Xero Button.png
  2. Click the blue link in the wizard which will open a browser window.
    Xero link.png
  3. If necessary, log into Xero. Select the company and then click Authorize.
    Xero authorize.png
  4. Enter the authorization code in the Fishbowl wizard and then click Next.
    Xero authorization code.png
  5. Select the Xero accounts that Fishbowl should use. If an appropriate account doesn't exist in Xero, click the Create button.
    Xero accounts.png
  6. Click the Finish button to complete the integration.

Export Template:Top

To export data from Fishbowl to Xero, click the Export Button.png Export button located on the General tab of the Icon.Accounting Integration.png Accounting module.

Xero tabs.png

Import Template:Top

To export data from Fishbowl to Xero, click the Import Button.png Import button located on the General tab of the Icon.Accounting Integration.png Accounting module.