Add New Customers Using QuickBooks
- This Bot will login to QuickBooks (First run login Bot) and fetch the customer details from the input files, and save the details of new customers. If any mandatory data missed from the inputs files, those missed customer details status should have updated in the output files.
Top Benefits
- By using this bot, we can easily create new account for number of customers.And we get to know the account is created for all the customers which have in Input file.
By using output files, we can get to know customer details are updated or not.
If any mandatory data missed from the inputs files, those missed customer details status should have updated in the output files.
Key Use Case: By using this bot we can create new account for new customers.
Free
- Bot Security Program
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Level 1 - Applications
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- Business Process
- Support
- Category
- Productivity
- Downloads
- 138
- Vendor
-
- Automation Type
- Bot
- Last Updated
- February 13, 2019
- First Published
- February 13, 2019
See the Bot in Action
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
- User should have log in QuickBooks account site each time before running this bot [Refer QuickBooks login Bot].
- Property file should have following data URL.
- User should have to update valid details of New Customer in to Input Files.
- User should have Output files to save the status of customer.
- QuickBooks URL should be present in property file. Ex Login Url: https://c17.qbo.intuit.com, Customer Url: https://c17.qbo.intuit.com/app/customers.
- Note: Before running this bot user should have to run the login bot which is attached in Zip file.
Inputs: Customer details have in Input File.