Fishbowl remains the top-rated inventory, warehouse, and manufacturing platform for QuickBooks and Xero users, and kodestree’s Fishbowl training is built to make you production-ready on it. This course takes you from installation and item setup through sales orders, purchasing, bills of materials, work orders, and reporting, using the same Fishbowl Advanced and Fishbowl Drive workflows real businesses run daily. Live instructor-led sessions and hands-on labs ensure you can configure, operate, and troubleshoot Fishbowl confidently from day one.
Prerequisites
- Basic computer literacy and comfort navigating Windows applications
- Working knowledge of spreadsheets (Excel/CSV import and export)
- Familiarity with inventory, warehouse, or manufacturing workflows
- Basic understanding of accounting concepts (helpful for QuickBooks/Xero integration)
- No prior ERP software experience required
Why Learn Fishbowl?
Fishbowl has spent close to 25 years as the go-to inventory, warehouse, and manufacturing platform for small and mid-sized businesses running on QuickBooks and Xero, and it isn’t standing still. In 2026, Fishbowl launched Juno, an AI operations assistant, alongside a new cloud-native platform and AI Manufacturing capabilities, reflecting the wider industry shift toward AI-assisted inventory and production planning.
For working professionals, that shift matters directly. Businesses running Fishbowl Advanced, Fishbowl Drive, or the Fishbowl Commerce Suite still need people who can configure bills of materials, manage multi-location stock, automate reorder points, and connect inventory data cleanly to accounting systems. Those core skills don’t disappear because AI features get added on top; if anything, understanding the underlying workflow makes you better at judging what the AI recommends.
Add to that Fishbowl’s continued recognition as a G2 Leader for small-business inventory software and a Capterra 2026 Shortlist pick, and it’s clear the platform isn’t going anywhere soon, which makes now a smart time to build real, hands-on expertise in it.
Course Objectives
By the end of this Fishbowl training, you will be able to:
- Set up and configure a Fishbowl database from scratch
- Manage multi-location inventory with accuracy and control
- Process sales orders, purchase orders, and returns end-to-end
- Build and manage Bills of Materials and work orders for manufacturing
- Execute core warehouse operations: receiving, picking, packing, and shipping
- Integrate Fishbowl with QuickBooks/Xero and import/export data via CSV
- Generate and interpret inventory, sales, and production reports
What You Will Learn
This course covers the complete Fishbowl workflow, from setup to daily operations:
- Fishbowl installation, database setup, and navigation basics
- Item setup, categorization, and warehouse/location configuration
- Stock tracking, cycle counts, and inventory audits
- Sales order creation, customer management, and returns
- Vendor setup, purchase orders, and reorder point automation
- Receiving, stock transfers, picking, packing, and barcode/mobile scanning
- Bills of Materials, work orders, and production scheduling
- Inventory, sales, and production reporting
- QuickBooks/Xero integration and CSV import-export
- User accounts, permissions, and system troubleshooting
Who Is this Course For?
This Fishbowl training is designed for anyone who touches inventory, warehouse, or manufacturing data:
- Inventory and warehouse managers or supervisors
- Manufacturing and production planners
- Operations and logistics coordinators
- Accounting and finance professionals using QuickBooks/Xero
- IT administrators supporting ERP or inventory systems
- Small business owners managing their own operations
- Consultants and ERP implementation specialists
Tools You Will Work With
- Fishbowl Advanced (Manufacturing & Warehouse modules)
- Fishbowl Drive (cloud-based inventory platform)
- QuickBooks Desktop, QuickBooks Online, and Xero
- Barcode scanners and mobile scanning apps
- CSV/Excel for data import and export
- Fishbowl reporting and dashboard tools
Skills You Will Gain
Graduates leave this course with practical, employer-ready ERP capabilities:
- Inventory control and multi-location warehouse management
- Sales and purchase order processing
- Bills of Materials and manufacturing work order management
- Barcode-based receiving, picking, and packing
- Accounting system integration (QuickBooks/Xero)
- Business reporting and data-driven decision-making
- ERP troubleshooting and system administration
Career Outcomes
Fishbowl skills open doors across inventory-heavy industries such as manufacturing, distribution, and retail:
- Inventory Control Specialist / Manager
- Warehouse Operations Supervisor
- Manufacturing / Production Planner
- ERP / Fishbowl Administrator
- Supply Chain Coordinator
- Fishbowl Implementation Consultant
- Operations Analyst
Why Choose kodestree for This Training?
kodestree pairs real Fishbowl workflows with dedicated mentorship so you learn by doing, not just watching:
- Live, instructor-led sessions with trainers who have 10+ years of industry experience
- 1-on-1 training option available for personalized pacing
- Small batches of up to 10 participants for direct trainer attention
- 100% hands-on labs using real inventory and manufacturing scenarios
- 24×7 lifetime access to session recordings and course materials
- Flexible weekday, weekend, and fast-track batches
- 100% job assistance and career support
- Customized corporate training options for teams
