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 Xero & Fishbowl Inventory Management Integration

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Are you looking for a sophisticated, user-friendly inventory management system that seamlessly integrates with Xero? Do you want to streamline your business operations and reap significant profits without compromising on time? 

Then Fishbowl is the perfect choice for you!

While helping you manage your inventory levels, purchases, sales, and manufacturing processes, Fishbowl’s integration with Xero eliminates the hassle of manual data entry. It enables better workflows with in-depth reporting and minimal errors in every financial facet of your business. Be it Quote to Invoice, Purchase Order to Supplier Invoice, Manufacturing Processes to Stock Control,  everything comes to be automatically posted through to Xero on a schedule you define!

Fishbowl integrates with Xero

Inventory Management Software Integration With Xero

Global businesses today are in need of a potent inventory system to monitor their stock movements with precision. Integrate Fishbowl with Xero for a robust business solution that streamlines your accounting processes and oversees your entire inventory management.

 

Fishbowl integrates seamlessly with Xero

Fishbowl with Xero

Syncing Xero with Fishbowl inventory is a seamless integration process. As a user, you enjoy the opportunity to instantly update accounting records and even create new general ledger accounts from Fishbowl.

Some added inventory management system benefits include:

Tighter accounts receivable practices, where Fishbowl handles order fulfillment, including sales orders, picking, packing, and shipping, updating Xero with appropriate accounting adjustments such as inventory assets, cost of goods sold, and income.

 

Convenient accounts payable process, where Fishbowl manages inventory and purchase order creation and sends bills to Xero with mandatory accounting entries.

 

Dual payment streams as any payment accepted in Fishbowl will also be added to Xero. Of course, you have the choice of taking payments in Xero or using its online bill pay option.

 

Programmed syncing of contacts since customers and vendors are automatically added to Xero from Fishbowl.

 

Automated inventory adjustments as inventory changes and updates in Fishbowl are sent to Xero to keep your books on target.

 

Automated manufacturing adjustments as when work orders are completed in Fishbowl, they will post to Xero to update the general ledger.

 

Xero Add Ons for Inventory Management

For a profitable business and an engaged sales process, fishbowl offers multiple add ons within Xero. The integration of these add ons is seamless and helps in optimising productivity by saving your precious time.

Some examples include:

  • Shopify’s integration with Fishbowl means you can make sales on Shopify and have these orders imported directly to Fishbowl, ready to be picked, packed, and shipped out.
  • Amazon’s integration with Fishbowl means you can make sales on Amazon and have these orders imported directly to Fishbowl, ready to be picked, packed, and shipped out.
  • Pepperi app helps Fishbowl keep your stock information up to date on a variety of devices including iPhone, Android, and Windows.
  • AWS grants you a superior cloud experience, enabling you to access Fishbowl from anywhere.
  • Google Cloud also enables you to access Fishbowl from anywhere.
  • Salesforce’s integration with Fishbowl helps improve customer relations
  • ZohoCRM’s integration with Fishbowl helps pull in sales-ready to be picked and shipped out to your customers.

How does Fishbowl Extend Xero’s Capabilities?

Fishbowl extends Xero’s capabilities by amplifying its wide-ranging features, thereby helping you streamline your operations and save time while reaping double the profits.

It does so by:

  • Diversifying accounting methods, hence, LIFIO, FIFO, standard, and average cost provisions are conveniently made available to the users.
  • Supporting multi currency
  • Enabling bill of materials, drop shipping, landed costing, and unlimited locations.
  • Determining transfer orders
  • Qualifying part tracking with the help of identifying serial#, revision#, expiry, batch, and custom.
  • Unlimited product/kit configurator
  • Granting role-based and granular feature-based user access rights.
  • Moderating multi pricing levels and discounting, including per cent, amount, pricing group, and cost-plus.

Fishbowl’s Key Features within Xero

Fishbowl’s integration with Xero generates spectacular features. 

Some of these include:

Convenient Account Mapping

Integration connects your Xero Chart of Accounts with Fishbowl. This makes for an easy product-level account mapping.

Automated Xero Tracking Categories

When Fishbowl Classes are connected to Xero Tracking Category, resultantly all the transactions from Fishbowl allocate to the corresponding Xero Tracking Category automatically.

Cohesive Sales Processes

Fishbowl manages the complete sales process from within itself. Be it customer setup, quote, sales order, the picking, packing, and shipping of your products, everything is managed by Fishbowl. When it’s the shipping of your order, Fishbowl will enter into Xero the invoice for the customer and the related cost of goods sold as well as inventory entries. This means that accounts will always be up to date. Also, Fishbowl allows the managing and invoicing of backorders.

Fishbowl integrates with Xero

Seamless Purchasing Process

Whether it is from creating purchase orders, recording stock receipts, and reconciling between Supplier’s invoice and received stock, Fishbowl seamlessly helps you manage through the entire stock purchase process.

Fishbowl integrates with Xero

Manufacturing Process

Fishbowl can assist you in optimising your manufacturing process via Work Orders, Scheduling, and Time against Work Orders. Since it is integrated with Xero, any amendments to the Work Orders are automatically reflected in Xero as journal entries providing you with a smooth workflow.

 

Perpetual Stock Control

Fishbowl also helps you keep track of your inventory and make stocktake adjustments related to pricing. These adjustments are automatically reflected in Xero.

 

Evolving Features

As your business expands, Fishbowl can come to your rescue by helping you to connect your inventory to an online store or use it as a warehouse scanning solution.

User Reviews & Testimonials

Why did we buy Fishbowl? We wanted a Manufacturing system that was able to grow and adapt with our business and set us apart in our industry. Fishbowl is a key inventory system that has developed into so much more for us. It helps in all Manufacturing processes and has FANTASTIC reporting.

Emma Shepherd

Operations Manager, DOLPHIN PLASTICS

Our business has been growing for a number of years, exponentially. So we were looking at ways to improve our business processes and in particular across our warehouse. One of the issues we had was basically with an accounting system which was just exactly that. It didn’t really handle warehousing as such and all the requirements of a warehouse system. The inventory management was a key thing and that’s been provided by Fishbowl. It’s also allowed us to standardise our business processes which was something lacking in a business which is growing, and we needed to have systems in place to stabilise the business.

Since we’ve stabilised the Warehouse and it’s basic Warehousing functions, we are now looking at things like a web-based sales application for sales team etc. We’re expanding beyond the basics of what we originally expected of Fishbowl. Over the next 6-12 months we’ll go to the next level of development in our business because we’ll be using things which integrate well with Fishbowl.

Adrian Snaidero

Financial Controller, 12 BOTTLES

Fishbowl has definitely brought everything together and it’s also helpful that we’ve got Fishbowl within our 3 businesses because we’re able to use it together and the visibility of the inventory and where everything is at with the sales orders, and the access to the data and reports that we can create from it just make it all so much easier to handle.

Alex Pallot

IT Manager, EVERTEN GROUP

Frequently Asked Questions

Does Xero have Inventory Management?

Yes, Xero has Inventory Management. You can automatically sync your purchases, inventory adjustments, and multichannel sales to Xero.

How Do I Integrate Fishbowl into Xero?

To integrate Fishbowl with Xero, follow these steps:

  1. Access the Accounting Integration module in the Fishbowl interface
  2. Click the Configure tab and the big blue ‘Connect to Xero’ button
  3. Follow the instructions that pop up and log into your Xero account
  4. Click the Authorize button to receive an authorisation code. Then Enter the authorisation code in the corresponding textbox
  5. Select the accounts in Xero that you want Fishbowl to correspond to. If you need new ones, create new accounts
  6. Click Finish and the integration will be kickstarter
  7.  Importing and Exporting information between the Xero and Fishbowl is as simple as pressing the General tab of Fishbowl’s Accounting Integration Module.

How Do I Manage Inventory in Xero?

Xero’s inbuilt functionality helps you manage inventory or liaison with a dedicated inventory app. Xero’s features enable you to save the details of things that you buy and sell consistently as inventory items. You can conveniently track the quantities and values of these items if you hold them in stock. If you have complex inventory needs, Xero facilitates you by integrating with several specialist inventory apps that promise greater functionality.

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Instructions

Just fill in the information and click the GET STARTED button to access our download. The free-trial versions are fully functional copies of our software with all capabilities enabled. A Fishbowl technician will contact you — usually within two business days — to help answer any questions you may have.

Important: We will never sell your information to third parties.

 Want to Learn More? Contact Us Today!

If you want to know more about streamlining your inventory management, we at Fishbowl are here for you. Learn how we integrate with Xero to provide seamless inventory management solutions for your business. Let us know your specific needs, and we will take care of the rest.