- 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
The bot requires the user to input their Quickbook and Google Drive account details, as well as the email addresses that will send and receive the email, into the corresponding variables.
The bot downloads the aging report as an Excel file from Quickbook, 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 it to the specified email.
The bot produces a Comments 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.
- Business Process
- Finance and AccountingSalesShipping and Distribution
- Passed third-party anti-virus scan conducted by Automation Anywhere.
- Automation Type
- Last Updated
- November 15, 2019
- First Published
- November 13, 2019
- Enterprise Version
- Community Version
- Not Supported
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Microsoft Excel
- Automation Anywhere 11.3.3
- Google Drive
- Quickbooks account
- Compatible Internet browser