ElectroNeek Bot Library

QuickBooks

Case for Automation

One of the most tedious parts of accounting operations is data processing.

Manually generating sales receipts and invoices, sending emails, and creating reports in QuickBooks can limit teams’ productivity and overall efficiency.

Here, automation may come in handy.

Bot Activities
  • Logs into QuickBooks accounts using relevant user credentials
  • Imports QuickBooks invoices into new Excel spreadsheet rows
  • Generates sales receipts in QuickBooks for updated MS Excel spreadsheets
  • Generates MS Excel rows for new QuickBooks payments
  • Creates rows in Excel for QuickBooks expenses
  • Updates mailing service subscriber lists to include new QuickBooks customers
  • Sends email notifications for new QuickBooks invoices and payments
Automated software

MS Excel

MS Outlook

QuickBooks Desktop

QuickBooks Online

Salesforce

🚀 Author
  • Electroneek
📒 Bot Category
  • Software Automation
💡 Tags
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Get matched with ElectroNeek Partner to get this or similar bot running in your organization without paying for any RPA software. Yes, this is possible. Only with ElectroNeek.

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