Create Products in Quickbooks
Automate Inventory, Non-inventory,Service, and Bundle field types in QuickBooks
Top Benefits
- Improves sales team productivity by up to 30%
- Fast, efficient AP processing whenever you need it.
- Can be further customized to meet the needs of your organization
Tasks
- Reads from an Excel file entitled CreateProductsQuickbooks-PeopleShores.xlsx and clicks on the corresponding object type in QuickBooks
- 4 options: Inventory, Non-Inventory, Service, and Bundle. Each option has a bot. The main bot will call each of these bots
- MetaBots are used to ensure consistent operations across the different bot capabilities
The Create Products in Quickbooks bot reads from an Excel file entitled CreateProductsQuickbooks-PeopleShores.xlsx. The bot is given 4 different fields to automate: Inventory, Non-inventory, Service, and Bundle. The bot calls each field through the Choose Product Quickbooks MetaBot. Each field has its own bot, which is called by the primary bot, Create Products-Quickbooks.atmx.
Free
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Inventory ManagementShipping & DistributionSupply Chain Management
- Category
- InsightsProductivitySecurity
- Downloads
- 37
- Vendor
- Automation Type
- Bot
- Last Updated
- November 23, 2020
- First Published
- November 22, 2019
- Platform
- 11.3.3
- Community Version
- 11.3.1
- ReadMe
- ReadMe
See the Bot in Action
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
- Automation Anywhere 11.3
- Quickbooks Account
- Microsoft Excel
- MetaBot Designer