[dropcaps color=” background_color=” border_color=” type=”]I[/dropcaps]f you are a QuickBooks user, the best way to get started is by connecting Fishbowl to your QuickBooks account from the Accounting screen. This initial connection will migrate all the data that can be migrated from QuickBooks. Once the data is in Fishbowl check to see if it’s all there. Check to see if its right. QuickBooks tracks units of measure differently than Fishbowl does. QuickBooks stores it’s customer and vendor addresses differently than Fishbowl does. Fishbowl has more inventory functionality and more options for parts, products and part types. Small companies can simply plug and play. If you’ve been around a while you’ll need to do some spreadsheet work.
Before you migrate all your data into Fishbowl, begin with a small subset of data to assure it’s going to work right. It’s helpful to manually create, locations, units of measure, parts and products etc on a small scale. Then export to a spreadsheet to view Fishbowl’s required layout. Be sure to read the instructions and watch the tutorial videos. There are a lot of helpful tips out there that will save you valuable time.