I answered several big questions about Fishbowl’s integration with Xero in a previous blog post. So if you’d like to learn how Xero is different than QuickBooks, if it is compatible with Apple and Linux operating systems, and other key bits of information, I suggest clicking the link above and checking that post out.In this post, I’m going to take a different avenue and explain how to set up the integration between Fishbowl and Xero.
Setting Up a Fishbowl-Xero Integration
Connecting Fishbowl to Xero is pretty straightforward. Simply go to the Accounting module in Fishbowl, click the Configure tab, and click the bright blue “Connect to Xero” button.Follow the instructions in the wizard that appears to get an Authorization code from Xero and then enter it into the empty text box. Then just select the Xero accounts you want Fishbowl to use for Accounts Receivable, Accounts Payable, Holding, and Undeposited Funds. If you don’t have applicable Xero accounts, you can make them by clicking the Create buttons.
Imports and Exports
This Xero integration lets information flow easily between these two solutions. You can perform Fishbowl imports and exports anytime you like by simply clicking the General tab in the Accounting module and clicking a few other buttons.This way, you keep your accounting and inventory records updated and on the same page every time you make changes in one or the other. This means no more double data entry and no more guesswork about which records are contained where.