Sync Stock & Finance Seamlessly

Xero + Fishbowl Integration

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!

Sync Fishbowl operations with Xero accounting to automate orders, invoices, and stock updates—no manual entry needed.

One System for Stock and Finance

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.

Track Stock. Sync Accounts. Simplify Everything.

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.

Smarter Sales Sync

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.

Streamlined Purchasing

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

Dual Payment Integration

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.

Auto Contact Sync

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

Real-Time Inventory Updates

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

Manufacturing Ledger Sync

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

“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

How does Fishbowl Extend Xero’s Capabilities?

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

  • Diversifying accounting methods, hence, LIFO, 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.

Xero Categories

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

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

Enhance Xero with Inventory Tools

Fishbowl’s Key Features within Xero

Fishbowl’s integration with Xero generates spectacular features.

Convenient Account Mapping

Our 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, all the transactions from Fishbowl allocate to the corresponding Xero Tracking Category automatically.

Cohesive Sales Processes

Fishbowl manages the complete sales process from within. Be it customer setup, quote, sales order, the picking, packing, and shipping of your products, everything is managed by Fishbowl. When shipping of your orders, Fishbowl enters 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.

Seamless Purchasing Process

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

Perpetual Stock Control

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

Manufacturing Process

Fishbowl optimises your manufacturing process via Work Orders, Scheduling, and Time against Work Orders. Any amendments to the Work Orders are automatically reflected in Xero as journal entries, providing you with a smooth workflow.

Evolving Features

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

“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

Want to See It in Action?

Schedule a demo to explore each module, ask questions, and discover how Fishbowl can be configured to suit your exact workflows and goals.