- 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.
- Bot Security Program
- Business Process
- Finance and Accounting
- Automation Type
- Last Updated
- July 24, 2020
- First Published
- March 11, 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
- An Excel Sheet with all the Invoices in needed
- Google Chrome must be installed
- Valid Invoice Numbers must be given