Upload Invoices in Quickbooks

This bot takes the Invoice list in Excel format, converts it into CSV and uploads it in your Quickbooks account.

Top Benefits

  • Faster Invoice Creation
  • Accurate 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(with few fields) as input from the user, converts 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).

The bot then logs into your Quickbooks account and uploads your Invoice list in your account.

This bot is very handy when you have hundreds of Invoices in an Excel file. Importing Invoices is one of the fastest ways to create Invoices in such a case. It is much faster than manually entering Invoice details and creating Invoices one by one.

Get Bot

Free

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

See the Bot in Action

Prompting for the filename with the Invoices
Log in to your Quickbooks account
Importing Invoices
PREV NEXT
Prompting for the filename with the Invoices
Log in to your Quickbooks account
Importing Invoices

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 file with all the Invoice details is needed
  • The Company Name and Product Name must be already added in your Quickbooks account
  • Google Chrome Installed