Data Conversion

Last week we spent quite a bit of time converting a client from Macola to QuickBooks® Enterprise Solutions 10 and Fishbowl Inventory 2010.  We made the switch using several custom developed Crystal reports.  These were formatted in a way that they could be exported and used as either .iif or .csv files.  If you have ever worked with importing data into either QBES or Fishbowl Inventory you know that this can sometimes be a rather tedious task.

Overall things went rather well.  We did however run into a few obstacles, some of which were larger than others.  One of the more frustrating obstacles we encountered occurred during the importing of the bill of material into Fishbowl.  The problem was that after our import, everything seemed correct, with the exception of the part number not showing up in the part number column.  We found this to be a rather big issue.  How do we know what parts to pull if the part number is not listed?  The really odd thing was that if you clicked on the line item and then off, the part number would appear.  Talk about confusing…

Well, after working with the great support folks at Fishbowl we determined that this issue was occurring because we didn’t include the unit of measure in our import file, which I might add is not a required field.  So, the lesson learned here was to include as much information as possible when building an import file.  You will have less of a chance for error if you do!