incoxBot – QuickBooks Task Automation and Integration

Overview:

In this article, you’ll find how incoxBot is helpful in handling some of your routine tasks in QuickBooks. incoxBot is a bot built on Slack through which you can perform tasks across your SaaS business applications at simple button clicks. Access all your apps from one place!!

Matching Business conditions:

incoxBot can come handy for a small-medium business using applications that are accessible over internet otherwise called as SaaS applications.

  • Need to work across multiple applications at multiple times in a day
  • Most of the tasks are routine day-to day tasks
  • The day-to day tasks either follow a sequence or can be adhoc
  • There are no in-house IT/development resources available
  • Access to select key business information, anytime & anywhere without complexity
  • Time & Cost are a critical factor for business i.e. prefer self-service if it can save cost

Supported Tasks for QuickBooks:

QuickBooks Integrations for incoxBot offers the following capabilities:

  • QuickBooks to Zoho Books Integration Task (On-demand)
    • Create a new invoice in QuickBooks for every new Zoho Books Invoice
  • Payments
    • Create Invoice
    • View Unpaid Invoices by Recent Dates for a Class
    • View Unpaid Invoices  by Amount for a Class
    • View Unpaid Invoices by Amount
    • View Recent Unpaid Invoices  by Dates
    • View Unpaid Invoices  by a Single Customer Name
    • View Recent Unpaid Invoices  by a Single Customer Name
    • View Paid invoices  by Amount
    • View  Paid Invoices  by a Single Customer Name
    • View Recent Paid Invoices by a Single Customer Name
  • Bills
    • Create Bills
    • View Unpaid Vendor Bills  by Order Value & Recent Dates
    • View Unpaid Vendor details  by a Single Vendor Name
    • View Paid Vendor details  by Order Value and by Recent Dates
    • View Paid Vendor details  by Single Vendor Name
  • Expenses
    • Create Expense
    • View Expenses  by Recent Dates
    • View Expenses  by Amount & Recent Dates
    • View Recent Expenses  by Type & Employee
  • P&L Reports
    • View P&L Report by Duration
    • View P&L Report by Year-to-date

Business Benefit:

  • Perform pre-defined Create, Update and View tasks on QuickBooks
  • Business on the Go – Key information available any time & across devices
  • All from one place – Interact with your app & Collaborate across stakeholders without leaving Slack
  • Improve productivity and efficiency in working with your business app.

Sign-up for a trial / Request for a demo to explore incoxBot!! Send your queries to contact@incox.net and issues to support@incox.net

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