Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Upload Invoices in Quickbooks
This Bot takes the Invoice list in Excel format, converts it into CSV and uploads it to your Quickbooks account.
Top Benefits
- Faster Invoice Creation
- Man hours considerably saved
Tasks
- Reads the data from Excel file
- Calculates the Due Date
- Creates the CSV file to be imported (adheres to the quickbooks standards)
- Logs in to your quickbooks account
- Imports the contacts to your account
This Bot will take an Excel file as input from the user, convert it into the CSV file named “QB Import File.csv” that adheres to the Quickbook’s CSV format for importing (Due date will be automatically calculated in Excel).
Bot then logs into your Quickbooks account and uploads the Invoice list in your account.
This Bot is very useful when you have hundreds of Invoices in an Excel file. Importing Invoices is one of the fastest ways to create Invoices. It is much faster than manually entering Invoice details and creating Invoices one by one.