Meet the Team: Sue-Ellen


Fishbowl Team, Say G’Day

Once a month we will be meeting a new member of the Fishbowl team. Firstly we will be meeting Sue-Ellen and next month we will be saying hello to our newest team member, Jenny.

Who is Sue-Ellen?

If you’ve called our office recently, you may have noticed a few new voices on the phone. Sue-Ellen is one of those voices, and has joined our team as a Consultant and has been working on the Support Desk over the last couple of months. Sue-Ellen brings over 15 years of accounting and IT experience with her.

Expect to see Sue-Ellen on-site implementing Fishbowl and better workflows for your business, and on the phone answering any queries you may have.

Want to Say Hello?

If you have any questions, or want to say hi to the team, don’t hesitate to call our office on 1300 785 755 in Australia or 0800 785 755 in New Zealand.

David K. Williams, Fishbowl CEO, Speaks Out


Fishbowl CEO speaks on the Leaders247 podcast

David K. Williams, Chairman and CEO of Fishbowl, can  always be seen in the limelight. Whether he is writing weekly articles for Forbes or appearing on podcasts and in other media. He is constantly sharing his insights into being a great leader, building a profitable business, and helping other companies with Fishbowl’s business automation platform.

He recently spoke with Gordon Whitehead on the Leaders247 podcast, and he covered all sorts of personal and professional topics. It’s approximately 47 minutes long, and it’s well worth a listen. Just click the link above to visit the Leaders247 website and check out Williams’ words of wisdom.

Here are some of the highlights of the podcast:

  • The interviewer asks a question Williams has never been asked before about what drives him in his writing for Forbes and other publications
  • What Williams thinks about what he wrote in a 2013 article about the 5 C’s of being a great leader
  • How Williams feels about sharing private details about his life publicly
  • Williams shares an example of how he lost big in a business deal and then rose from the ashes to pay back all of his debts and become an even bigger success
  • Why Fishbowl works to stay debt-free and employee-owned
  • How Williams came to Fishbowl in 2004 and revitalized the company
  • The importance of a company’s culture
  • How to successfully start and maintain a business
  • How to develop employees into leaders

This post originally comes from Robert Lockard, copywriter from the Fishbowl USA team.

Upgrading to Fishbowl 2017 from a previous version

how to update Fishbowl Inventory 2017

Hi all, I wanted to go over the process of upgrading a previous year version of Fishbowl (2014, 2015, etc.) to our current 2017 release.

This is our largest release yet, and with it comes some massive changes to the way Fishbowl works. In this blog I will outline what you need to do to ensure you get up and running on the latest version as quick and as seamless as possible.

Step 1. Contact Fishbowl

This a very important step, please contact us first!

Please contact the Fishbowl team, and for free of charge we will update and make sure that your custom reports will work with the latest version of Fishbowl.

Step 2. Download Latest Version

For all users on any version before Fishbowl 2016.14 you will first have to be upgraded to this version before moving up to Fishbowl 2017.

If you are a Software Maintenance member you would have received an email with a link to download the latest version of Fishbowl. If you did not receive this email, would like to request us to send it again or need a link to upgrade to 2016.14 before upgrading to Fishbowl 2017, then please email and I will send you a download link.

If you are not a Software Maintenance member but would like to upgrade your version of Fishbowl you can fill out our form here and email to If you join the program before June 30th, we will upgrade Fishbowl for you at no charge.

Step 3. Create Your Own Backups or Contact Your I.T. Professional

If you are unsure on how to create backups, either contact your I.T. Consultant or call the Fishbowl office. If you are an Ocean Support member we can jump on your computer with you and show you how to set up a Fishbowl backup at no extra cost.

Step 4. Install Fishbowl

Now you can install the latest version of Fishbowl and start benefiting from all the latest features, which can be found here: Fishbowl Wiki Release Notes.

If you have any questions or would prefer one of our helpful Inventory Support Specialists to organise a time to upgrade your system (at a fixed rate) then don’t hesitate to call the office on 1300 785 755 in Australia or 0800 785 755 in New Zealand.


Free EOM Procedures Available for Download



Fishbowl inventory software is all about following processes, improving workflow, and accounting for your stock. With our free end of month procedures download you can make sure you dot your t’s and cross your i’s every step of the way. Included in the download are three documents:

  • End of month Procedures 15 point checklist
  • Opening stock and Stock takes Guide
  • Stock Control guide

Don’t forget you can also call the Fishbowl office on 1300 785 755 in Australia or 0800 785 755 in New Zealand if you have any questions regarding problems or ways to improve your End of Month procedures.


The Fishbowl End of Month checklist is your security blanket. It ensures you have the least amount of downtime and stops any niggling issues flowing on from month to month.

Download your EOM procedures documents HERE.

Fishbowl Named “Best Warehouse Management System for QuickBooks Users”

Fishbowl best warehouse management software

Explore WMS recently researched and created a list of Five of the best WMS for single warehouse operations, and Fishbowl sits at the top of that list. Each of the warehouse management solutions they included on their list was focused on a different area, and Fishbowl’s main strength is that it is an ideal solution for QuickBooks (Reckon Accounts in Australia and New Zealand) users.

That should come as no surprise to people that are already familiar with the software. Here at Fishbowl we have been talking about this for years, but it doesn’t hurt one bit to jog our memory about why Fishbowl is so popular among small and mid-sized businesses that use Reckon Accounts for their accounting.

Here are some of the biggest reasons why Fishbowl is the best warehouse management system for Reckon Accounts users.


  • Is the NUMBER ONE selling manufacturing and warehouse management solution for QuickBooks in the USA
  • Was one of the first Intuit Gold Developers, and has remained one for more than a decade
  • Integrates seamlessly with all desktop versions of Reckon Accounts (Pro, Premier, and Enterprise)
  • Integration to QuickBooks Online will be coming to Australia and New Zealand soon
  • Eliminates double data entry by automatically updating the accounting records
  • Offers multi-currency conversions that integrate directly to Reckon Accounts
  • Allows small businesses to stay with Reckon Accounts for many years, instead of switching to an expensive, overly complicated ERP system.

See for yourself why Fishbowl is the best warehouse management system for Reckon Accounts by signing up for a free trial!

This post originally comes from Robert Lockard, of the Fishbowl USA Team.