This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Automatically upload completed documents to QuickBooks records.
Use case example: After discussing services to be provided to a customer, you will need to send them a sales form. After the customer approves the list of services, you must attach the completed sales form to the customer record.
How to set up
How the bot works by default:
The Export to QuickBooks record bot activates once the documents are completed by recipients specified in the step to which it has been added. To add the bot to your workflow, click the plus icon.
Then, select Bot from the list.
Search for the Export to QuickBooks record bot. Then, click the corresponding button to install it in your workflow.
Connection settings:
Select Connect in the Connection settings section to connect the bot to your QuickBooks account.
Then, select and connect a QuickBooks account. You can also create and connect a new account by clicking Add new connection.
If the Add new connection option has been selected, the modal window will open. Choose the environment where you want to connect your account. Then, select Apply.
Once selected, you’ll be redirected to the QuickBooks login page to enter your credentials.
Action settings:
In the Select destination and documents section, select a base object. This is where the completed documents will be attached.
Note: Configuring related parent or child objects of the selected base object is currently unavailable.
Then, select the file that you want to attach to the QuickBooks record.
It is possible to preserve the fillable fields from the PDF template. This will allow you to edit data entered by your customers in the attached document.
Select Continue to proceed.
In the Select starting record section, set up criteria for finding the starting record in QuickBooks. To do so, configure the lookup by selecting the QuickBooks record field in the specified QuickBooks object and setting the corresponding value for finding the starting record.
You can set up several search criteria and define whether all of them should be met or just one of them. To do so, select the AND or OR options.
Conditions
Define conditions for the bot to activate exactly as you need it. When not defined, the bot will activate according to the default triggers (when the recipient completes the document).
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.