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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
21
Vendor
Automation Type
Bot
Last Updated
December 11, 2020
First Published
March 16, 2020
Enterprise Version
11.x
ReadMe
ReadMe
Support

See the Bot in Action

Code
Log in to Quickbooks
Invoice Creation
Created Invoice
PREV NEXT
Code
Log in to Quickbooks
Invoice Creation
Created Invoice

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

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