QUICKBOOKS ONLINE + Fishbowl

QuickBooks Classes

Do you use QuickBooks Classes to report different business locations or product Groups?   Then connect Fishbowl Classes to your QuickBooks Classes and have all the transactions from Fishbowl allocate to the correct QuickBooks Classes automatically for your financial reporting.

Sales Process

With Fishbowl, you manage the complete sales process from within Fishbowl.  From customer setup and then every step of the process from Quote, to Sales Order, to the Pick, Pack and Ship of your products.  On shipping of the order, Fishbowl will enter into QuickBooks the Invoice for the customer and the associated Cost of Goods Sold and Inventory entries meaning your accounts are always up to date. 

Fishbowl’s ability to ship just some of the items on a Sales Order will enable you to invoice for only the items that are shipped as they ship meaning the management and invoicing of Backorders is a breeze.

With Fishbowl Sales Orders, you can enter a payment for part or all of the order and this will post directly to QuickBooks as a Prepayment for the customer.

Purchasing Process

The purchasing of your stock is managed through Fishbowl.  From creating a Purchase Order and sending off to your supplier and then recording that Receiving of Stock via a two-step process that Fishbowl calls Receiving and then Reconciling.  This allows your team to enter the Receiving of stock separately to a suppliers Invoicing meaning it can be recorded the day stock physically arrives on a computer or via the Fishbowl GO scanning solution even if you don’t have the Supplier Invoice yet.  Your accounts team can then enter the Supplier Invoice against the Received stock when it is received via Fishbowls the Fishbowl Reconcile step.

The Reconcile step also allows for the allocation of 3rd party freight costs to be entered giving you a more accurate stock value while automatically accruing for this in QuickBooks.

Manufacturing Process

Use QuickBooks and Manufacture?  Manage your entire manufacturing process in Fishbowl with Work Orders, Scheduling and Time against Work Orders.  Sometime though a manufacturing process should have an impact on your accounts.  For instance, you may want to move the value of what you have made from Raw Materials Asset to Finished Goods Asset or perhaps you are costing labour into the Finished Goods. When this happens Fishbowl will automatically enter into QuickBooks the journal entry to make these changes as you Finish a Work Order.

Stock Control

With Fishbowl and QuickBooks, all of your inventory is maintained in Fishbowl allowing you to use all the advanced Inventory features such as tracking and multi-location.  When you make a change to your inventory in Fishbowl such as a stocktake quantity adjustment or perhaps you adjust the average cost of a product in stock, then Fishbowl will create journal in QuickBooks to reflect the change.

Features to grow as you grow

Weather it be the need to connect your inventory to an online store or implement a complete warehouse scanning solution.  As the needs of your business grow, you can utilise Fishbowl’s tools to ensure you have a complete end to end solution sitting in front of your business’s financials.