Template:QuickBooks Mapping

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Company Information

The following table shows the Company Information that is imported into Fishbowl from QuickBooks by using the Accounting Configuration Wizard. At this time, multiple addresses will not IMPORT into Fishbowl; however, if multiple Company addresses have been entered into Fishbowl they will EXPORT to QuickBooks.

QuickBooks
Imports To
Fishbowl Max Characters
Company Name
Name 60
Address
Default Address Line=90
Zip=10
City=30
State=30
State Abbr=10
Country Name=64
Country Abbr=10
Phone
Phone 64
Fax
Fax 64
E-mail
E-mail 64
Web Site
Web Site 64

Customer

When a customer is created in Fishbowl, it will be exported to QuickBooks for the first time only after an order has been fulfilled and exported to QuickBooks. Aside from the Customer Name (which is required), all of the below information will be exported to QuickBooks only if it is applicable:

Fishbowl
Exports To
QuickBooks Max Characters
Name
Customer Name 60
Main
Phone 64
Fax
Fax 64
Email
E-mail 64
Other
Alt. Phone 64
Default Address
Main Address Line=90
Zip=10
City=30
State=30
State Abbr=10
Country Name=64
Country Abbr=10
Bill To
Bill To Line=90
Zip=10
City=30
State=30
State Abbr=10
Country Name=64
Country Abbr=10
Ship To
Ship To Line=90
Zip=10
City=30
State=30
State Abbr=10
Country Name=64
Country Abbr=10
Shipping Terms
Salesperson
Rep 15
Tax Rate
Tax Code 31
Resale Number
Tax Exempt Number 30
Credit Limit
Credit Limit 12

Vendor

When a vendor is created in Fishbowl, it will be exported to QuickBooks for the first time only after an order has been fulfilled and exported to QuickBooks. Aside from the Vendor Name (which is required), all of the below information will be exported to QuickBooks only if it is applicable:

Fishbowl
Exports To
QuickBooks Max Characters
Name
Vendor Name 60
Main
Phone 64
Fax
Fax 64
Email
E-mail 64
Other
Alt. Phone 64
Default Address
Main Address Line=90
Zip=10
City=30
State=30
State Abbr=10
Country Name=64
Country Abbr=10

Item List

The table below shows how Fishbowl imports from the QuickBooks item list.

QuickBooks
Imports to
Fishbowl
Service
Service type part
Inventory Part
For more details, see Inventory Part
Inventory Assembly
Small.Bill of Materials.png Bill of Materials module
Non-inventory Part
Non-Inventory type part
Other Charge
Service type part
Subtotal
Not imported
Group
Kit type product
Discount
Small.Discount.png Discount module
Payment
Not imported
Sales Tax Item
Small.Tax Rate.png Tax Rate module
Sales Tax Group
Small.Tax Rate.png Tax Rate module

Inventory Part

Inventory parts will be imported from QuickBooks when selecting the Items import. Instead of exporting parts to QuickBooks, Fishbowl uses FB_Item. For other item types, see Item List.

QuickBooks
Imports to
Fishbowl
Item Name/Number
Part Number and Product Number
Preferred Vendor and Manufacturer's Part Number
Vendors tab of the Small.Part.png Part module
Unit of Measure
General tab of the Small.Part.png Part module
Description on Purchase Transactions
Part Description
Description on Sales Transactions
Product Description
Sales Price
Product Price
On Hand and Average Cost
Small.Inventory.png Inventory module
Income Account
Details tab of the Small.Product.png Product module
COGS and Asset Account
Accounts tab of the Small.Part.png Part module
Reorder Point
Part tab of the Small.Inventory.png Inventory module

Sales Order/Invoice/Credit Memo

Fishbowl
Exports To
QuickBooks
Customer
Customer
Class
Class
Bill To
Bill To
Ship To
Ship To
Customer PO
P.O. Number
Payment Terms
Terms
Carrier
Via
FOB
F.O.B.
Qty
Quantity
Product Number & Description
Description
Price
Price Each
Tax
Tax
Fishbowl Sales Order Number
Memo
Other Options via Tools-Module Options
Tracking Information
Description
Optional (Number, Description, UOM Full Name, or UOM Abbreviation)
Other 1 (customized in QuickBooks)
Optional (Number, Description, UOM Full Name, or UOM Abbreviation)
Other 2 (customized in QuickBooks)
SO Item Note
Description
Fishbowl Sales Order Number
QuickBooks Invoice Number

Purchase Order/Bill

Fishbowl
Exports To
QuickBooks
Vendor
Vendor
Main Office
Address
Payment Terms
Terms
Fishbowl Purchase Order Number
Memo
Part Number and Description
Description
Qty
Qty
Class
Class

Journal Entries

Fishbowl
Exports To
QuickBooks
Part
Memo
Description
Memo
Customer/Job
Name
QB Class
Class
Date and Time
Date and Time
FB Debit Amount
Inventory Asset Account
FB Credit Amount
Inventory Adjustment Account