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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.

Get Bot

Free

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Downloads
128
Vendor
Automation Type
Bot
Last Updated
February 13, 2019
First Published
February 13, 2019
Support

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 - 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.