Search and Send Invoices in Quickbooks

This bot takes an Excel containing Invoices as input and searches for Invoices to be sent out today.It then logs into your system and sends those Invoices out.

Top Benefits

  • Speeds up the Sending Invoices process in Quickbooks
  • Man hours saved
  • Double checking if the Invoice is for today enhances reliability

Tasks

  • Reads an Excel file containing Invoices
  • Searches for the Invoices to be sent out today and takes a note of the Invoice Number
  • Log in to your Quickbooks account
  • Sends out Invoices

This bot will take an Excel file(with few fields) as input from the user, and finds the list of all the Invoices that has to be sent out today.

The bot then logs into your Quickbooks account, Searches for those Invoices to be sent out and sends the Invoices out after it double checks the Invoice date in those individual Invoices.

This bot is used if you have an Excel file with the list of all the Invoices and you have many Invoices to be sent out everyday. You don’t have to sit and search for Invoices to be sent out everyday and then send them. You can just run the bot and the bot automatically does the job of searching and sending the Invoices.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
16
Vendor
Automation Type
Bot
Last Updated
July 24, 2020
First Published
March 11, 2020
Enterprise Version
11.x
ReadMe
ReadMe
Support

See the Bot in Action

Prompting the user to specify the file name
Finding the list of all Invoices to be sent out today
Logging in to your Quickbooks
Searching for the Invoice Number in your Quickbooks
Sending the Invoice Out
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Prompting the user to specify the file name
Finding the list of all Invoices to be sent out today
Logging in to your Quickbooks
Searching for the Invoice Number in your Quickbooks
Sending the Invoice Out

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

  • An Excel Sheet with all the Invoices in needed
  • Google Chrome must be installed
  • Valid Invoice Numbers must be given