We invited our clients to join us for a live Q&A with Fishbowl Inventory Expert and Top 100 QuickBooks ProAdvisor Jeanne Tarazevtis.

• Why doesn’t our FB inventory valuation match our QBO inventory valuation? 13:05
• How do you change the price of an item on a PO after it has been received? 21:48
• In the Fishbowl documentation, it states that all PO’s come from FB. What about PO’s for things other than inventory.  Please clarify. 20:35
• High level; what does the process to integrate FB and QB’s look like? For example, what should we do to prepare? 27:53
• I might have missed the answer, but what if you don’t receive the invoice for freight for several days after you receive the inventory. e. you already have the inventory in FB, without the landed cost? 55:50
• How is a Kit Price able to be displayed on the Sales Order/Invoice without expanding the detail of the kit? 40:00
• Can Fishbowl get sales history from QB? 11:05
• As a new company to use Fishbowl how can we get historical sales data for forecasting purpose if you can’t get the sales data from QB? what can we do to get the sales data into Fishbowl? 38:40
• where can we assign the ocean ship cost and duty rate to certain PO? then calculate the landed cost for each sku? 43:00
• can you show me example of a demand and supply report and see where supply the gap is? or  is this a standard report in fishbowl? how visual of this demand report is? 1:10:10
• We have items we have on consignment from a vendor that are billed weekly as we pull them. How would you suggest we set that up? 17:40
• We receive 100 pieces and then receive a bill for only 20. We have not been able to partially reconcile. 29:40
• The costs may change as they are billed at market 49:45
• I tried the add kit and it simply puts the included items but not the header, which is what I need to show on PO. Can we show the kit number on PO not just individual items?  I’m almost happy 🙂 1:11:50
• Why is there always an integration issue when updating FB with plug in versions identified? How can you verify if there has been any updating issues?  31:00
• How do you clear issues around supply consumption before PO reconciliation? 50:25
• Is there an effective way to track fixed assets not in inventory so that we can see the asset with the associated value and attribute parts to it for repairs? 19:15
• We currently sell products to some of the same people that we purchase items from. We seem to have to build a separate customer and vendor profile, is there a way to merge them? 52:20
• Is there a way to enter whole po when receiving rather than each line item? 16:20
• Can you set up min purchase qty by product rather then vendor? 24:20
• Does FB keep track of inventory adjustements? 37:30
• What is the difference between kits and BOMS? 41:30
• One further kit vs bom. Which allows for sales of individual components rather than total product? 1:02:55
• Can BOM’s be converted to Kits? Or am I starting over? 1:10:55
• When we are trying to create WO for a finished good and issue it, there are parts that are short. We have been manually adding the parts so we can complete the finished good WO. However, our accounting department doesn’t like this because it creates a credit in expense. 25:30
• I need step by step instructions for RMA’s from issuing the RMA to downloading into QuickBooks online. 5:45
• Why does my RMA in QBO show as a deposit? 34:25
• Tell me once again the entries that are made into QuickBooks Online from a RMA …I did not get it all down earlier 1:08:55
• In a PO, If the freight is billed utilizing our own carrier, how would one handle landing costs. Where in many cases we don’t know the shipping cost for a week or so after receiving the part and the bill. 58:50
• We are using QB Enterprise, and we run into a FB connectivity issue on a random basis. A message box on the QB DB server location that says that we need to buy QB. The solution at this time is to log in to QB on that computer and it works. But this is a secure server. 1:01:49
• How do you do a return for a kit on a Fishbowl SO? Right now I do it as individual items. 39:00
• I’m having a problem with inventory location. When I run out of an item the inventory location disappears.  How to set up inventory so you know where the item belongs in warehouse? 1:00:45
• Is there a way to set up a location so that it can only be pulled from for a certain customer’s SO’s? 4:30
• If the inventory has moved from the location you receive it to, you can’t change the cost when you reconcile. How do you keep it from being moved until you reconcile when Ops is receiving and Accounting is reconciling? 54:10
• We use Manufacture orders to consume samples to customers and push the cost to the correct Quickbooks account. Is there a way to do this on a Sales Order instead and have it push to the correct Quickbooks account? 1:05:10
• Do you know of a way to get Fishbowl to attach a date to a tag that would not change as the product is moved to another location? 1:07:10
• I heard that if lot number tracking is turned on for a product, that a lot could be scrapped at the correct costing layer, even if the current layer is a different cost. Is this true? 1:08:10
• Lot number tracking for inventory – best ways to successfully use this feature? 1:11:10
• With regards to QBO and FB holding account; my FB posts does not continually use the holding account. Why? 15:40
• My inventory balance in FB compared to QBO is never in the same. Why might this be? 17:13
• We use Fifo inventory. If I want an evaluation report as of 4/30/2020 as of today, which report would provide this information accurately? 47:29
• RMA Replacement – how do you enter? currently we enter both the return and the replacement on the same RMA.  This creates the same SO number for both the shipment and the return.  Is there a better way to enter these? 1:06:30

Costa Mesa, CA – October 24, 2019 – TaraByte Solutions was named a Winner in IAMCP SoCal Area’s Diversity & Inclusion Partner of the Decade Award. IAMCP SoCal Area named the 2019 award winners during the Executive Keynotes at the upcoming IAMCP Party on October 24, 2019!

Four of the five awards are company awards, and one award is an individual award. Awards categories included: Diversity & Inclusion Partner of the Decade, Partner of the Decade, Member of the Decade, Most Partner Friendly Member, and Partner Choice Award. These awards will be the IAMCP SoCal Area awards considering that this event is combining the efforts of the SoCal, LA North and San Diego IAMCP Chapters.

For more information on the IAMCP SoCal Area Awards, please visit http://aka.ms/iamcpsocalareaawards

For more information on the IAMCP Party please visit www.iamcpparty.com

About IAMCP

Formed in 1994, the IAMCP serves as the preeminent global networking venue for Microsoft Partners. The IAMCP mission is to maximize the business potential of members through peer-to-peer interaction, member advocacy, community outreach, growth and education—while enhancing members’ ties to Microsoft.

Currently, IAMCP has 38 chapters in the US and over 100 chapters globally.

For more information on the IAMCP SoCal Chapter, please visit https://www.iamcp.org/members/group.aspx?id=50618

A Word from Us

We are honored to be finalists with following IAMCP SoCal Partners: Comp-Pros, General Networks, Aegis Innovators, and 6th Street Consulting. Thank you to those from IAMCP SoCal board for the nomination.

At TaraByte Solutions we provide a welcoming, respective, supportive, and encouraging environment for all.  Although small, with only three full time employees, each person is unique but holds an important role here. With diverse backgrounds and learning abilities, we support one another and better overcome each challenge together.

By allowing us to be our authentic selves we’ve discovered and learned from each other in ways we did not expect—our most notable is music and how it breaches the generational gap. At TaraByte Solutions we don’t emphasize our differences, because we have one common goal and that is to get the job done!

Join us on April 23 at 10 a.m. with Cloud Hosting Provider gotomyerp to explain everything you wanted to know about cloud hosting for Fishbowl and QuickBook Users – all wrapped up in a 60-minute info-packed presentation and Q&A Session.

Register for this complimentary 1 hour webinar to learn:

Join us on November 27 at 11 a.m. with the tax pros at Avalara to explain everything you wanted to know about sales tax compliance – all wrapped up in a 60-minute info-packed presentation and Q&A Session.

Register for this complimentary 1 hour webinar to learn:

COMPLETED

Join us on July 24 at 11 a.m. with the tax pros at Avalara to explain everything you wanted to know about sales tax compliance – all wrapped up in a 60-minute info-packed presentation and Q&A Session.

Register for this complimentary 1 hour webinar to learn:

COMPLETED – WATCH THE VIDEO NOW

Watch the video featuring the tax pros at Avalara who explain everything you need to know about sales tax compliance – all wrapped up in a 60-minute info-packed presentation.

Watch the video to learn:

COMPLETED

Join us on March 28 at 11 a.m. with the tax pros at Avalara to explain everything you wanted to know about sales tax compliance – all wrapped up in a 60-minute info-packed presentation and Q&A Session.

Register for this complimentary 1 hour webinar to learn: