- 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(with few fields) as input from the user and It calculates the Due Date. The bot then logs into your Quickbooks account, adds Invoices one by one.
This bot is very handy when you want to create lots of Invoices everyday and you have an list of Invoices to be created in an Excel file.
But If you want an even faster bot compared to this, you can check out “Accountifi’s Upload Invoices in Quickbooks” bot in bot store.
- Bot Security Program
- Business Process
- Finance and Accounting
- Automation Type
- Last Updated
- July 24, 2020
- First Published
- March 16, 2020
- Enterprise Version
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Google Chrome is needed
- Excel sheet with a list of Invoices (Type of Excel file specified under Input Folder)