Going live with Fishbowl Inventory takes weeks of preparations. Therefore double checking you have the proper setup is very important. Jeanne, our Fishbowl and QuickBooks Expert, whipped up a checklist to help you.
"Go Live" Accounting Checklist for Fishbowl Inventory
⬜ Establish the GO Live Date as a cutoff for Inventory Bills dating all inventory bills as of the date received, not the vendor’s bill date.
⬜ Set up a daily Fishbowl Backup in the scheduler to run every night at 11:00 PM.
⬜ Set up a daily Valuation Report, saved in .csv format to run every night at 10:00 PM.
(I prefer 10 pm or 11 pm to midnight because the dates on the report and backup file will be the same as the transaction date)