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
See other Bots
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