QuickBooks Online

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QuickBooks.png
Fishbowl can export accounting information to QuickBooks, QuickBooks Online Plus, or Xero. The information listed below is specific to QuickBooks Online. General accounting information is available in the Small.Accounting.png Accounting module.

Contents

FAQs
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Fishbowl integrates with the US version of QuickBooks Online Plus. Only the Plus version of QuickBooks Online has the necessary features (purchase orders, inventory journal entries, etc.). The Canadian version of QuickBooks Online is not supported yet.
Below are some of the current limitations with Fishbowl's integration with QuickBooks Online. Most of these limitations will be addressed in upcoming releases.
  • Item information isn't imported automatically from QuickBooks Online to Fishbowl. The item list in QuickBooks Online can be exported manually and then imported into Fishbowl.
  • Customers created in Fishbowl will not be sent to QuickBooks Online until an order is created for that customer.
  • The bill reference number doesn't export from Fishbowl to QuickBooks Online.
  • Can't create parts in QBO if it already exists as inventory type
  • No negative payments
  • Limited functionality with customer jobs
  • Customer PO# doesn't transfer
Yes. QuickBooks Online runs in the cloud, independent of the operating system, and the Fishbowl server exports data to QuickBooks Online. The Fishbowl server and client can run on Windows, Linux, Mac, or any combination of those operating systems.
Fishbowl functionality remains the same, regardless of the accounting software that is being used.
Regardless of the accounting system, Fishbowl keeps track of inventory. Orders exported to the accounting system will show item numbers and amounts and the required journal entries will be created.

Integration
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Follow the steps below to integrate Fishbowl with QuickBooks Online Plus.

  1. Open the Small.Accounting.png Accounting module, click the Configure tab, and then click the QB Online Connection button.
    Accounting Buttons.png
  2. Click the blue link in the wizard which will open a browser window.
    QBO link.png
  3. If necessary, log into QuickBooks Online and then click Authorize.
    QBO authorize.png
  4. In the Fishbowl wizard, enter the authorization code and Company ID and then click Next.
    QBO authorization code.png
  5. Select the QuickBooks Online accounts that Fishbowl should use. If an appropriate account doesn't exist in QuickBooks Online, click the Create button.
    QBO accounts.png
  6. Click the Finish button to complete the integration.

To disconnect from QuickBooks Online, click the Delete Button.png Disconnect button on the module toolbar.

Import
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To import data from QuickBooks Online to Fishbowl, select the type of information that should be imported, and then click the Import Button.png Import button located on the General tab of the Small.Accounting.png Accounting module.

QBO tabs.png

In Fishbowl, initial inventory may be added in a few different ways:

Import Inventory via CSV file

Import Inventory via a CSV (comma separated values) file and Fishbowl's Import Wizard.

CSV files are the most common import and export format for spreadsheets and databases. CSV files allow information to be imported from spreadsheets. Barcode readers can also be programmed to export this type of file.

Add inventory in the Small.Inventory.png Inventory module

Use the Add inventory or the Cycle count options to add initial inventory, adjust inventory quantities, or scrap inventory. The component toolbar also has buttons that can be used to adjust inventory.

Export
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To export data from Fishbowl to QuickBooks online, click the Export Button.png Export button located on the General tab of the Small.Accounting.png Accounting module.

QBO tabs.png

MODULE OPTIONS
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Some aspects of the Small.Accounting.png Accounting module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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See the General tab of the Small.Accounting.png Accounting module options.

QuickBooks Online tab
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QuickBooks Online module options.png

After integrating with QuickBooks Online, the integration can be further customized by opening the Accounting module options. With the Accounting module open, click the Tools menu, and then select Module Options.

Fishbowl can export data to the custom fields of the QuickBooks Online invoice. For each custom field, select from Carrier, Customer PO, Sales Rep, and Vendor PO.
With this option checked, the invoice number in QuickBooks Online will use the Fishbowl sales order number. With this option unchecked, the invoice number will be set by QuickBooks Online. In both cases, the Fishbowl order number will appear in the memo of the QuickBooks Online invoice.
Costing tab
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See the Costing tab of the Small.Accounting.png Accounting module options.

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