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.

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Add New Customers Using QuickBooks

Application: quickbooks

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.

Get Bot

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. This bot is developed by MicroGenesis

Features

By using output files, we can get to know customer details are updated or not.

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.

Inputs

Customer details have in Input File.

Output

Account have created for new Customers and Output file will have the Status customer details entered successfully or not.

More Details

If any mandatory data missed from the inputs files, those missed customer details status should have updated in the output files.

Owner Contact Info

Vendor image

Pre-install Checks

- 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.

Install Related

Installation

  • Download the bot from Bot Store.
  • Double click on the .msi file.
  • On Welcome to Installation wizard, click Next to continue.
  • Click I agree to the terms in the license agreement radio button to accept the agreement.
  • Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
  • Click Install to begin the installation.
  • Click Finish to complete the installation.
  • To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

  • Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed 
  • Click uninstall 

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