FishBowl QuickBooks Integration: How to Connect Your QuickBooks to FishBowl

by James Antonio

Fishbowl is one of the best QuickBooks inventory management add-on because it fills in QuickBooks service clefts so well. QuickBooks is an excellent accounting tool but lacks certain features which small to mid sized manufacturing companies need to track their Inventory, such as part tracking, barcode scanning, and advanced manufacturing tools.

Fishbowl integrates with QuickBooks to automate your essential business processes and improve efficiency. Whether you are manufacturing, selling, servicing, distributing, or just managing goods, Fishbowl can manage your operations with ease.

It is an inventory-centric software with features for asset management, raw materials management, barcoding, and customized reporting. It automates the ordering, quoting, and purchasing methods. The work order system allows users to create and share work orders for a variety of tasks.

Fishbowl Manufacturing enables manufacturing businesses to track inventory across multiple locations, including warehouse and office facilities. Professionals can use the Fishbowl app for purchase order management, inventory tracking, warehouse management, and more, and numerous warehouses can be handled from one centralized solution.

The inventory management feature enables businesses to carry out serial number identification and barcode scanning to trace orders and shipments.

Fishbowl integrates seamlessly with QuickBooks Online, allowing Fishbowl’s users to instantly update accounting records and make changes to the general ledger.

Features of Fishbowl QuickBooks Online Integration

  • Fishbowl allows you to create and process purchase orders, and it transfers them to QuickBooks Online in order to make new accounting entries.
  • Fishbowl takes care of sales orders, packing, shipping, picking, and other order fulfillment features. Then it shows QuickBooks Online to make accounting adjustments, such as inventory assets, cost of goods sold, and income. When Fishbowl receives payments from customers, it sends them right along to QuickBooks Online.
  • When a new customer or merchant is added to Fishbowl, it is also added to QuickBooks Online. All inventory adjustments, such as cycle counts, returns, and scrapped Inventory made in Fishbowl, are instantly sent to QuickBooks Online.
  • Finished work orders are posted to the general ledger in QuickBooks Online, which is notably helpful for manufacturers.

Advantages of Fishbowl Integrating with QuickBooks

It lets you set up Fishbowl to export data on customers, parts, vendors, and quantities to QuickBooks as often as you like to keep your accounting records up to date. This can save many hours of work and guarantees your records are accurate – which is an excellent benefit of Fishbowl.

Fishbowl has access to important information that enables it to remain completely compatible with each new version of QuickBooks.

Fishbowl continues to strengthen its warehouse management software and manufacturing to match QuickBooks’ commitment to excellence.

Steps of Integrating Fishbowl and QuickBooks

Step 1: First, Open the Accounting Integration module, and click on the Configure tab, and then click the QB Online Connection button.

Step 2: Next, click on the Connect button in the wizard, which will open a browser window.

Step 3: Now, Log into QuickBooks Online and then click on Connect.

Step 4: Then, Choose the QuickBooks Online accounts that Fishbowl should use or click on the Create button to create the default accounts.

Step 5: Now, Click on the Finish button to finish the integration.

When components are exported from Fishbowl to QuickBooks, they are automatically generated in QuickBooks Online as Service type items.

If Inventory or Non-inventory parts already exist in QuickBooks Online before the Fishbowl integration, these items should be manually altered to Service type items in QuickBooks Online.

Steps to Import Data from QuickBooks Online to Fishbowl

To import the data from QuickBooks Online to Fishbowl, choose the type of information that should be imported, and then click on the Import button on the General tab of the Accounting Integration module.

In Fishbowl, initial Inventory can be added in a few distinct methods:

  • You can Import Inventory via a comma-separated values file and Fishbowl’s Import Wizard.
  • It lets you Add Inventory in the Inventory module. Use the Add inventory to add initial Inventory, adjust inventory quantities, or scrap inventory.

Steps to Export Data from QuickBooks Online to Fishbowl

To export the data from Fishbowl to QuickBooks online, click on the Export button on the Accounting Integration module’s General tab. and it is done.

Follow the Steps Mentioned below to Export Data to QuickBooks:

  • First, Open the Accounting Integration module, located in the accounting group, and then click on the Export button located in the module toolbar.
    • Standard Export – Export anything that has been completed since the last successful export.
    • Repost – Re-export all entries in the given date range. You need to use it with caution as this will create duplicates in QuickBooks of the entries that have already been posted.
    • Mark as posted – All transactions that are ready to be exported will be marked as posted and not exported to QuickBooks.
  • Next, A progress box will be displayed showing a menu of items that are being exported to QuickBooks.
  • Then, Depending on the items or numbers being exported, the export may take several minutes. Do not stop the export once it has been started.
  • Now, When the export is complete, the status column will show all areas as Done.

Frequently Asked Questions

Can we use QuickBooks Online on a Mac or on a Linux?

Fishbowl server exports data to QuickBooks Online, and the QuickBooks Online runs in the cloud, independent of the operating system. The Fishbowl client and server can run on Windows, Mac, Linux, or any combination of those operating systems.

Can my Inventory be tracked in Fishbowl or QuickBooks Online, When integrated with QuickBooks Online?

Fishbowl keeps track of Inventory, regardless of the accounting system you are using. Orders exported to the accounting system will display item numbers and amounts, and the required journal entries will be created.

Does Fishbowl Support QuickBooks Enhanced Inventory Receiving Feature?

No. It does not support QuickBooks Enhanced Inventory Receiving Feature.

Which Version of QuickBooks Online is Supported by Fishbowl?

Fishbowl integrates with QuickBooks Online Advanced or Plus. Only these two versions of QuickBooks Online have the essential features. Plus, it also supports international versions of QuickBooks Online.

Where can I create Sales Orders and Purchase Orders?

When the export is finished, Fishbowl will send over a Bill or Invoice to QuickBooks. Paying your bills is still managed in QuickBooks. If you are making payments in Fishbowl via Merchant Services, then a sales receipt will be sent over to QuickBooks.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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