Downloading Profit and Loss Reports in QB - Accountifi

This Bot will login to your Quickbooks account, prompts the user for the date range for which the Profit and Loss report is to be generated and downloaded

Top Benefits

  • Speeds up the report downloading process
  • Speeds up the decision making process
  • Report analysis becomes faster

Tasks

  • Profit and Loss report is generated and downloaded

This Bot will login to your company’s Quickbooks account, prompts the user for the start and end date ranges for which the Profit and Loss report is to be generated.
It then downloads the Profit and Loss Report and other necessary reports like Income Transaction Reports etc. and places them in a separate folder.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
December 15, 2020
First Published
February 27, 2020
Enterprise Version
11.x
ReadMe
ReadMe
Support

See the Bot in Action

Specify the starting range for the date
Downloading Complete
Downloaded Files
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Specify the starting range for the date
Downloading Complete
Downloaded Files

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