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Process Quickbooks Invoices

This Bot takes invoice data from an excel file, and creates invoices for you in Quickbooks. Each invoice are sent over to each email of the customers.

Top Benefits

  • Improves productivity by 30%
  • Reduce costs for skill maintenance
  • Fast, efficient, invoice processing when needed
  • Emails of accurate audits
  • The product invoices are scalable and customizable

Tasks

  • Read and validate Excel files to get customer details
  • Process multiple customers with extensive products, through different excel sheets
  • Process rates, quantities in each customer field
  • Add additional details to each invoice
  • Verifying proper existing fields, formats, saving, and emailing invoice

The data used for the excel file spreadsheet must exist within the database, and that must have a valid email address already present. If it does not, the bot will close, and move on to the next. Accuracy is extremely important for the inputs in the excel document.

Each customer will have their own sheet within the excel file. Every customer will follow a specific template listed in that excel file, for the bot to run correctly and with the required flexibility. Error Handling use cases are present for missing or improper fields, that will allow the bot to automate, even in the face of possible errors.

This also includes the existence of classes. If it does not exist, it must be noted within the spreadsheet. All information can be used in the excel sheet, and there is a readme file with additional details.

Hundreds of Invoices for multiple customer products go through the HR process.
Quickbooks Invoice-PeopleShores Bot will perform the large task of writing multiple inputs, for multiple invoices. With the process going on, more skill intensive tasks can be performed.

Get Bot

Free

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Downloads
16
Vendor
Automation Type
Bot
Last Updated
November 14, 2019
First Published
November 13, 2019
Enterprise Version
11.3
Community Version
11.3.1
ReadMe
ReadMe
Support

See the Bot in Action

Quickbooks Invoice Code
Quickbooks Invoice Creation
Quickbooks Invoice Emailed
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Quickbooks Invoice Code
Quickbooks Invoice Creation
Quickbooks Invoice Emailed

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 and Plugin
  • Excel required
  • Automation Anywhere
  • Customer Spreadsheet Template inside Excel File
  • Manually Change your username and password
  • Quickbooks Account
  • Existing customer name and contact inside Quickbooks database