Create Reports in Quickbooks

This Bot downloads the aging report summary from Quickbooks, uploads it to Google Drive, and parses it to see if ages 61 and over have associated values

Top Benefits

  • Automate the report downloading process from Quickbooks
  • Email report findings as an attachment directly from the bot.
  • Check report data through a bot to consistently and reliably report on findings

Tasks

  • Downloads reports sheet as an Excel file
  • Uploads the file to Google Drive
  • Parses the file to see if ages 61 and over have associated values
  • Sends an email if the values are not blank

Input Quickbooks and Google Drive account details, as well as the email addresses that will send and receive the email, into the corresponding variables for the bot to run its report.
The bot downloads the aging report, as an Excel file, from Quickbooks, uploads it to Google Drive, then parses it to see if ages 61 and over have corresponding values. If so, it records those values to a Notepad file, then sends the report to the specified email.
The bot produces a text file that records which cells are filled.
This can be useful in automatically downloading the aging report and checking if ages 61 and over have values.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
29
Vendor
Automation Type
Bot
Last Updated
November 23, 2020
First Published
November 13, 2019
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

See the Bot in Action

Workspace for the bot
Bot in action
End result of the bot
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Workspace for the bot
Bot in action
End result of 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

  • Microsoft Excel
  • Automation Anywhere 11.3.3
  • Google Drive
  • Notepad
  • Quickbooks account
  • Compatible Internet browser