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.By using this bot we can create new account for new customers.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
139
Vendor
Automation Type
Bot
Last Updated
July 24, 2020
First Published
February 13, 2019
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

PREV NEXT

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.

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations. Complex business processes can be automated in days. Select bots for the processes you want to automate, configure them for your environment, and integrate them into your business process.

Learn More about RPA

Bot Store