Bot Demo: Automating Customer Profiles from MS Excel to QuickBooks using RPA | PeopleShores

Опубликовано: 12 Сентябрь 2026
на канале: PeopleShores Marketing
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This bot was developed by the PeopleShores team to automate the process of creating customer profiles in QuickBooks. The bot mines targeted information from an Excel spreadsheet, then automatically logs into the user's QuickBooks Account and creates new Customer entries.

This bot has been coded using Automation Anywhere (AA) software and is available for download on the AA Bot Store.

PeopleShores is a for-profit social enterprise dedicated to bringing technology-driven jobs to economically challenged communities in the United States through 'Impact Sourcing'.

Go to www.peopleshores.com for more information. Thank you for supporting us!