Fishbowl Canada: Difference between revisions

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* To set the tax code of a line item, click in the '''Tax Code''' field and select the appropriate tax code from the drop down.<br>[[File:Canada Line Item Tax Code.png]]
* To set the tax code of a line item, click in the '''Tax Code''' field and select the appropriate tax code from the drop down.<br>[[File:Canada Line Item Tax Code.png]]
* If the [[Customer]] or [[Vendor]] does not have a default tax code, the '''Tax Code''' field for the line item will default to the tax code set on the {{ModuleTab|Product|Details}} and the {{ModuleTab|Part|Details}}.
* If the [[Customer]] or [[Vendor]] does not have a default tax code, the '''Tax Code''' field for the line item will default to the tax code set on the {{ModuleTab|Product|Details}} and the {{ModuleTab|Part|Details}}.
* For [[Plugins]], some international tax options are also available in the '''Tax Settings''' section of the '''Order Import''' tab.


==Home currency==
==Home currency==

Revision as of 15:34, 30 September 2022

File:Fishbowl Canada.png

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Fishbowl Canada is a version of Fishbowl that is tailored to meet the needs of companies in Canada. Listed below are some of the key differences found in Fishbowl Canada.

Install Fishbowl Canada

Follow the steps below to Install Fishbowl Canada.

  1. Download the latest Fishbowl installer (the same installer is used for all countries).
  2. After the download is complete, follow the instructions to Install Fishbowl and select Canada on the country selection step.
    Fishbowl Canada Country.png

Tax codes

One of the primary differences in Fishbowl Canada is the handling of tax codes. Listed below are the ways that tax codes are handled in Fishbowl Canada.

Home currency

The home currency in Fishbowl Canada will default to the Canadian Dollar. This can be seen in the Icon.Currency.png Currency module options.

CAD Home Currency.png

This can also be seen in the Icon.Sales Order.png Sales Order module and Icon.Purchase Order.png Purchase Order module when multi-currency is enabled and the customer/vendor is using a different currency.

CAD SO Currency.png

Supported QuickBooks versions

The versions of QuickBooks Canada that are officially supported by Fishbowl are listed in Supported QuickBooks Versions.

MODULE OPTIONS

See below for the details of some additional module options in Fishbowl Canada.

Module Options Sales Order General tab
SO General Canada.png
  • Round cash transactions to the nearest
If this option is on, cash payments will default to the order total, rounded to the nearest $.05 or $.10.
  • Amount includes tax by default
If this option is on, the unit price and total will include the tax amount.
Module Options Tax Rate General tab
Tax Rate General Canada.png
  • Always use the part or product tax rate when the tax rate is zero
If the tax rate is zero, the part or product tax rate will be used instead.