Create Invoices in Quickbooks

This Bot can create Invoices in Quickbooks based on the information received in an Excel file.

Top Benefits

  • Speeds up the Invoice Creation Process
  • Accurate
  • Fast and Efficient Processing

Tasks

  • Reads the Excel sheet line by line
  • Logs in to your Quickbooks Account
  • Creates Invoices one by one
This Bot will take an Excel file as input and it calculates the Due Date. Bot then logs into your Quickbooks account, adds Invoices one by one. This Bot is very handy when you want to create multiple Invoices everyday and you have a list of Invoices to be created in an Excel file. If you want an even faster Bot compared to this, you can check out “Accountifi’s Upload Invoices in Quickbooks” Bot in Bot Store.

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Google Chrome
  • Excel sheet with a list of Invoices (Type of Excel file specified under Input Folder)

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