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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
36
Vendor
Automation Type
Bot
Last Updated
November 23, 2020
First Published
November 22, 2019
Enterprise Version
11.3.3
Community Version
11.3.1
ReadMe
ReadMe
Support

See the Bot in Action

The bot in Automation Anywhere Workbench
Bot in action
Excel file used inside the bot
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The bot in Automation Anywhere Workbench
Bot in action
Excel file used inside the bot

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