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Create Bills Quickbooks

The bot takes data from Excel files and creates bills in Quickbooks. It then takes a photo of the bill.

Top Benefits

  • Takes photos of the bill, so the user doesn't need to keep track of the bill.
  • Improve sales team productivity by up to 30%.
  • Fast, efficient Quickbooks processing whenever needed.

Tasks

  • Option of MetaBots
  • Reads through a text file containing names of Excel files.
  • Reads through the Excel files and puts the data into Quickbooks
  • Takes a snapshot of the bill.

This bot gives the user the option of using MetaBots. This bot then reads through a text file. This text file contains names of Excel sheets. The bot the reads through each Excel sheet and puts the data into Quickbooks. The bot then takes a snapshot of the bill and stores the photos in the Output Files folder.

Get Bot

Free

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Vendor
Automation Type
Bot
Last Updated
November 15, 2019
First Published
November 8, 2019
Enterprise Version
11.3.1
Community Version
11.3.1
ReadMe
ReadMe
Support

See the Bot in Action

Fields for CreateBillsQuickbooks
Workspace for CreateBillsQuickbooks
Output File for CreateBillsQuickbooks
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Fields for CreateBillsQuickbooks
Workspace for CreateBillsQuickbooks
Output File for CreateBillsQuickbooks

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

  • MetaBot Designer(if the user chooses to use MetaBots)
  • Google Chrome
  • Automation Anywhere v. 11.3
  • Microsoft Word
  • Microsoft Excel