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.

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

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