Add New Customers Using QuickBooks

The bot easily creates new accounts for customers in QuickBooks

Top Benefits

  • Easily create new accounts for customers
  • Confirms that accounts are created for all customers included in the input file

This bot logs in to QuickBooks (first run login bot), fetches the customer details from the input files, and save the details of new customers.  By using this bot, we can create new accounts for new customers.

If any mandatory data is missed from the input files, those missed customer details status should have updated in the output files.  By using output files, we can know whether customer details are updated or not.

Notes on executing this bot:

  • User should have logged into QuickBooks account site each time before running this bot [Refer to the QuickBooks login bot]
  • Property file should have the data URL
  • User should provide valid details of the new customer in the input files
  • User should have output files to save the status of customer
  • QuickBooks URL should be present in the property file:  Ex Login Url:  https://c17.qbo.intuit.com, Customer Url: https://c17.qbo.intuit.com/app/customers.
  • Before running this bot, the user should have run the login bot which is included in this download

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In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

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Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
140
Vendor
Automation Type
Bot
Last Updated
January 29, 2021
First Published
February 13, 2019
Platform
10.7
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Automation Anywhere Enterprise v10.7 sp2 or higher
  • QuickBooks account
  • Inputs: Customer details in input file

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

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