Create QuickBooks invoice Bot

The Create QuickBooks Invoice Bot creates QuickBooks invoices using data from completed Slate documents and sends these invoices to specific customers when certain conditions are met.

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How to set it up

Step 1

Start by configuring the Flow: add documents or forms, create roles and set access permissions before adding the Create QuickBooks Invoice Bot

Step 2

Connect your QuickBooks account

Step 3

Select a customer that will receive your invoice

Step 4

Select the date for when the invoice will be created and the expiration date of the invoice

Step 5

Select Slate documents

Step 6

Select Slate document fields with product name, description, its quantity and rate

Step 7

Set conditions for when the QuickBook invoice will be automatically created

Note: The condition displayed indicates that the Bot will be triggered when the specified fields in a Slate document have been completed.

Step 8

Send a Slate with role-based access permissions

Outcome: Based on the conditions you’ve set, data from the completed fields in the Slate document will be transferred to the corresponding fields of the QuickBooks invoice template, that will be sent to the selected customer.

Commonly used conditions for when the Bot acts

When the date is equal to a specific month or day of the week
When all or specific fields in a Slate document are completed

Requirements

To install the Create QuickBooks invoice Bot, begin by setting up a Flow

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Reviews

People are able to complete quite complex and detailed forms online within minutes... The need to pass paper around has well and truly disappeared!

Mark Mc Nichol

in at the deep end/IATDE

...airSlate is saving us time and money. The team can pay more attention to the client experience and spend less time worrying about missing a step of the enrollment process.

Brian Del Terzo

Your Credit Life

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Automate the function create invoice in QuickBooks with the help of airSlate Bots

Do you already use a CRM system to boost sales and attract new customers by automating repetitive processes? Even if you already do, there’s still room for improvement. Using other automation software with different functions can get rid of a lot of internal bottlenecks putting your organization back in a place of efficiency.

Using this in conjunction with automation platforms that have a different focus can bring better results. Let's imagine you have an e-commerce business and already use accounting software and a CRM system. However, to optimize document flow, you also need to employ workflow automation solutions. Integrate QuickBooks with airSlate using a configured Bot to link them together. The properly configured Bot will trigger QuickBooks’ online API invoice and automatically generate an invoice. So what does that mean? That means a customer can choose a product or a service on your website and as soon as the buy button is pressed, the customer is redirected to airSlate’s form. The customer is then allowed to input personal and financial data. After completing the form, the customer receives a QuickBook invoice. airSlate is an excellent choice for automating document workflows. Plus it’s already compatible with a lot of platforms you use, not only QuickBooks, but many more.

The other advantages of a QuickBooks/airSlate integration are:

More efficiency
Less repetition and more creativity
Save costs on employee resources
Simplify processes
Save resources

This type of integration is essential for businesses that aim to get ahead of their competition. Using airSlate to automate the invoice process will save a lot of time and reduce the effort it used to take to create an invoice in QuickBooks.

Bot author	airSlate Inc.
When to install	Install the Create QuickBooks Invoice Bot when you need to automatically create invoices using data from completed Slate documents and send them to customers in QuickBooks. For example, once a sales invoice has been completed by a sales rep, the product details will be transferred to a QuickBooks invoice template.
What the Bot does	Transfers data from completed fields in a Slate document to the corresponding fields of a QuickBooks invoice template and sends it to the specified customers.
setup duration	on average 5-10 min.
Works on	Post-fill