Automate Various QuickBooks Operations

The bot is used to create, delete, get & read objects like invoice, estimate, payment, customer etc. based on the input.

Top Benefits

  • Quick and Seamless Integration.
  • Easy to use and integrate into new/existing project processes without any technical supervision.
  • Offloads high volume, repetitive tasks from day-to-day work.
  • Speeds up execution of data entry through automation available 24/7.

Tasks

  • Performs Basic Operation like Create, Delete & Retrieve QuickBooks items.
  • QuickBooks items include invoice, estimate, payment, customer, account, employee, vendor, etc.
  • Support search operation using which content of QuickBooks can be fetched using a valid query.
  • Converts Json to string, Get Json Type, Get Json Array Size, Converts csv to Json Array, Get Json Value using key.

Performs Create, Get, Update, Delete & List operations (both single and bulk operations are supported) for following QuickBooks Objects:
Customer, Invoice, Bill, Estimate, Payment, Employee, Vendor, Account.
Automates Send operation for Estimate, Invoice & Payment.

The bot allows user to query in Quickbooks & generate reports such as Profit Loss Report & Sales Report by Customer, Department & Product.

It also provides functionalities to void invoices & payments.

Input:
Access Code (obtained after the bot is downloaded)
QuickBooksCredentials (for authentication):ClientId, ClientSecret, AccessToken, RefreshToken and RealmId
Respective QuickBooks Items/ Input Filepaths (CSV/Excel)/ JSON Array.

Output:
JSON Object/ Array.

Refer to the Read-me file for detailed information about each operation.

Buy Now

$500 USD per bot
Annual Subscription

Free 30-Day Trial

Request quote for more purchase options

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
July 24, 2020
First Published
May 5, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
End User License Agreement
EULA
Support

See the Bot in Action

Input
Running taskbot
output
PREV NEXT
Input
Running taskbot
output

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 v11.3.3 or above
  • QuickBooks Online Account.
  • Input files for bulk operations