- Logs in to your Quickbooks account
- Prompts the date range for the report to be generated
- The Profit and Loss report is generated and downloaded
- Other sub reports like Income Transaction Report of Invoices is also downloade
- All the downloaded reports are put in a separate folder
This bot will log in 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 puts them in a separate folder.
- Automation Type
- Last Updated
- July 24, 2020
- First Published
- February 27, 2020
- Enterprise Version
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
- Google Chrome is essential