This software helps you automate tasks in QuickBooks Desktop Online or Enterprise. You can create invoices, process payments, extract reports, and handle accounting workflows. It works without using the QuickBooks SDK, so you don't need to install extra tools or write code.
The automation runs in your browser and controls QuickBooks desktop actions. It saves time and reduces manual work by doing repetitive tasks for you.
To use this software on Windows, your computer must meet these requirements:
- Windows 10 or later (64-bit preferred)
- At least 4 GB of RAM (8 GB recommended for smooth operation)
- A stable internet connection
- QuickBooks Desktop Online or Enterprise installed and set up
- Microsoft Edge or Google Chrome browser installed (latest version)
- Node.js installed (version 14 or higher)
If you don’t have Node.js, the setup instructions below include how to get it.
- Automates invoice creation with customer and product details
- Processes payments securely through QuickBooks
- Extracts financial reports automatically for review
- Supports scheduling multiple accounting tasks
- Works without QuickBooks SDK by controlling browser actions
- Uses Playwright and Puppeteer for reliable browser automation
- Logging and progress updates while running tasks
- Error handling to notify you if something stops
Go to the main project page to get the software:
Click this link to open the repository where you can download and install the app.
- On the GitHub page, click on the Code button (green button near the top right).
- Select Download ZIP to save the project files on your PC.
- Once downloaded, right-click the ZIP file and select Extract All to unpack the files.
This software requires Node.js to run.
- Visit https://nodejs.org/en/download/
- Download the Windows Installer (LTS version).
- Run the installer and follow the steps. Leave default options selected.
- To confirm installation, open Command Prompt and type:
If the version number appears, you are ready.
node -v
- Open the folder where you extracted the ZIP files.
- Hold the Shift key, then right-click inside the folder.
- Choose Open PowerShell window here or Open Command Prompt here.
In the command window, type this and press Enter:
npm install
This command downloads everything needed to run the automation.
To run the software, enter the command:
npm start
The program will open a browser window and begin automating tasks in QuickBooks. Follow any on-screen instructions.
- Log in to QuickBooks Desktop Online or Enterprise in the automated browser window.
- After login, the software will proceed with tasks like creating invoices or extracting reports.
- You can pause or stop the automation by closing the browser window or pressing Ctrl+C in the command prompt.
- Check the command window for progress updates or error messages.
- Review generated reports or exported files saved in the project folder.
You can customize how automation works by editing the config.json file in the project folder.
Typical settings include:
- Invoice details such as customer names and amounts
- Payment methods
- Report types and date ranges
- Schedule timing for running tasks
Edit this file with any text editor to match your QuickBooks setup.
- If the software can’t open the browser, verify your Chrome or Edge is installed and updated.
- Errors during invoice creation might mean data in QuickBooks needs review.
- If npm install fails, make sure you have a stable internet connection.
- Run Command Prompt as Administrator if permission errors occur.
- Check the output messages in PowerShell or Command Prompt for clues.
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