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
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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.

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
  • Automation Anywhere 11.3
  • Quickbooks Account
  • Microsoft Excel
  • MetaBot Designer

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