Quickbook automation

Help
1

Hi all do anybody worked in desktop quick book application for invoice creation?

3

Yes and I am having a hard time with selectors for click activities. I am trying to use a click activity to select the ‘create invoices’ icon on the main splash screen but, UIPath only seems to find the parent window. I guess my alternate approach will be to tab through menu items and then use alt-keys via the send-hotkey activity.

Once I can reliably access the invoice entry screen, I plan to access the client account by typing their four-digit account id in the first field (I went through and appended these account id’s to the end of each company name in anticipation of this automation project) and then tabbing through. Since each ID is unique to the company name, it pulls up the account info. It is the most reliable method I have been able to come up with.

Let me know how your efforts have been going. Cheers

4

To create an invoice in QuickBooks Desktop Pro, select “Customers| Create Invoices ” from the Menu Bar. The specific invoice form used for the transaction can be changed. To do this, use the “Template” drop-down in the upper-right corner of the invoice data entry form. Then enter customer information into the invoice .

5

Hello @naveen19 @sandtr0ut @rajanrao1 @Pistle
did anyone have any success with Quickbooks?
I am entering Data(Data Table) in the Estimate Fields in Quickbooks.
I need bot to go the next line(2) after its completed entering data in line1.
Any hints/ideas would be helpful.

Thanks

6

Create an invoice from scratch

If your business does not require creating sales orders or estimates, your A/R workflow starts with creating the invoice.

  1. From the Home screen or the Customers menu, select Create Invoices .
  2. From the Customer: Job drop-down, select a customer or customer job. If the customer or job is not on the list yet, you can select Add New .
  3. Fill in the relevant information at the top of the form like the Date Invoice # , Bill to/Sold to , and Terms .
  4. In the detail area, select the item/s. Note: When you select or add an item, the description and amount are automatically populated based on the description and unit cost entered when it was set up. You can delete or modify this when creating invoices.
  5. (Optional) If you want to apply for a discount, you need to create a discount item.
  6. From the Home screen go to the Lists menu.
  7. Select Item List .
  8. Right-click anywhere, then select New .
  9. Select the Type drop-down, then select Discount .
  10. Enter an Item Name/Number and a brief Description .
  11. In the Amount or % field, enter the discount amount or percentage. If your discount amounts vary, you may want to leave the Amount or % field blank and enter the amount directly on your sales forms.
  12. From the Account drop-down, choose the income account you want to use to track discounts you give to customers.
  13. Select an appropriate Tax Code for the item.
  14. Select OK .
  15. Select Save & Close .

Hope These Steps Help You Out!

8

Does anyone know how to select date from Date Picker in Quickbooks?

Use Application/Browser > Click > Select Item

My Select Item doesn’t work