Xero

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Xero.png
Fishbowl can export accounting information to QuickBooks, QuickBooks Online, or to Xero, a provider of online accounting software. The information listed below is specific to Xero. General accounting information is available in the Small.Accounting.png Accounting module. Xero provides a free trial and free QuickBooks file conversion, making it easy to experience the power and simplicity of the Fishbowl-Xero integration.

Contents

FAQs
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Both Xero and QuickBooks keep track of accounting data. Because Xero is web-based, it provides some additional advantages.
Yes. Xero runs in the cloud, independent of the operating system, and the Fishbowl server exports data to Xero. 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.
In all accounting systems, orders will show item numbers and amounts, and Fishbowl will keep track of the inventory. Below is an example of a Fishbowl order exported to Xero.
Xero invoice.png

Integration
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Follow the steps below to integrate Fishbowl with Xero.

  1. Open the Small.Accounting.png Accounting module, click the Configure tab, and then click the Connect to Xero button.
    Accounting Buttons.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. In the Fishbowl wizard, enter the authorization code provided by Xero 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. For a description of the accounts, see Required accounts.
    Xero accounts.png
  6. Click the Finish button to complete the integration.

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

Import
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To import data from Xero to Fishbowl, select the type of informatoin 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.

Xero 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 Xero, click the Export Button.png Export button located on the General tab of the Small.Accounting.png Accounting module.

Xero tabs.png

Required accounts
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Fishbowl exports to several types of Xero accounts. During the integration, an existing Xero account can be selected or a new account can be created.

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.

Xero tab
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Xero module options.png

After integrating with Xero, 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 transactions to Xero with an Approved status or with a Draft status.

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

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