Allow Fishbowl to access your company file if you see a prompt to allow access on the screen. Choose Access OptionsĪs you go to the next step, Fishbowl will start the process of connecting to QuickBooks. In the Accounting Integration Wizard for the QuickBooks File step, you’ll see an option to use the file currently opened in QuickBooks or use a specified file name.Ĭlick on the option for the file currently opened in QuickBooks. Connect to the Right Databaseįor the next step, have your QuickBooks open and connected to the right database. To ensure it’s secure, you can create a password for it. To create a user, navigate to the Company Menu and choose the option “Users.” Next, click on “Set Up Users and Roles.” Make sure the new users you create have names you can recognize as associated with your Fishbowl.Īfter you’ve decided on the first user name, assign “Full Access” to that user. This will be used when Fishbowl exports to QuickBooks. Next, you’ll be asked to create a user in QuickBooks. Create any new accounts you want in QuickBooks before you proceed to the next step. You’ll also see a list of all the accounts that you need to map.įrom here, review and decide on the accounts in QuickBooks that you want to be referenced in QuickBooks. You’ll then be given recommendations for mapping your accounts. In the accounting integration module, select the Configure tab, and then click on the QuickBooks Connection button. Then, also as an admin, log onto QuickBooks in the single-user mode. Once you’ve done this, log onto Fishbowl Client as an admin on your server computer.
#HOW TO ADD NEW CUSTOMER TO FISHBOWL INVENTORY INSTALL#
You should also install Fishbowl on both the server and the client computer. The first step to having your integration be successful is to install QuickBooks on the server computer. It will help you with importing data and selecting accounts. The QuickBooks Integration Wizard is designed to help you integrate QuickBooks and Fishbowl.