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 Single Operations to Retrieve, Send & Delete QuickBooks item/s.
Performs Bulk Operations to Create, Send, Delete & Retrieve QuickBooks item/s.

QuickBooks items include: Customer, Invoice, Bill, Estimate, Payment, Employee, Vendor, Account.

Use Cases:
• Creates/Deletes/Sends/Retrieves Invoice in the QuickBooks Online Account.
• List customers/accounts/employees/vendors/items/taxes from QuickBooks Online account.
• Search in QuickBooks Online using Query.
• Creates/Sends/Deletes/Void Estimate in the QuickBooks Online Account.
• Get details of a specific Account,Invoice,Bill,Estimate,Payment,Employee,Vendor,Customer.
• Send Invoices,Estimates and Payments to emails.
• Creates Employees/Account/Vendors/Customers/Bill/Payment in QuickBooks Online Account
• The response of operations can be consumed easily with JSON Utilities provided by the bot.

Input:
QuickBooksCredentials (for authentication):ClientId, ClientSecret, AccessToken, RefreshToken and RealmId
Respective QuickBooks Items/ Input Filepaths (CSV/Excel)/ JSON Array.

Output:
JSON objects/Output Filepaths(CSV).

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

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$1000 USD per bot
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Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
May 5, 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
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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