Erstellen von Kunden und Verkaufsquittungen in QuickBooks basierend auf Google Sheet-Daten
Dies ist ein Invoice Processing-Bereich Automatisierungsworkflow mit 8 Nodes. Hauptsächlich werden If, Quickbooks, GoogleSheetsTrigger und andere Nodes verwendet. Automatisierung der Erstellung von QuickBooks-Kunden und Verkaufsbelegen aus Google Sheet
- •Google Sheets API-Anmeldedaten
Verwendete Nodes (8)
Kategorie
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"meta": {
"instanceId": "1a54c41d9050a8f1fa6f74ca858828ad9fb97b9fafa3e9760e576171c531a787",
"templateCredsSetupCompleted": true
},
"name": "Create customers & Sales Receipts in Quickbook from Google Sheet Data",
"tags": [],
"nodes": [
{
"id": "01eb09e0-1209-4614-ab15-16ee134500b4",
"name": "Google Sheets Trigger",
"type": "n8n-nodes-base.googleSheetsTrigger",
"position": [
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"parameters": {
"event": "rowAdded",
"options": {},
"pollTimes": {
"item": [
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"mode": "everyMinute"
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},
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1vHkhooOUi5AbeLg-HG72jU-jCCJncqdEyY3dXboQc1g/edit#gid=0",
"cachedResultName": "Customers"
},
"documentId": {
"__rl": true,
"mode": "url",
"value": "https://docs.google.com/spreadsheets/d/1vHkhooOUi5AbeLg-HG72jU-jCCJncqdEyY3dXboQc1g/edit?gid=0#gid=0"
}
},
"credentials": {
"googleSheetsTriggerOAuth2Api": {
"id": "2QhkhdXWYCUB5Sf9",
"name": "Google Sheets Trigger account 3"
}
},
"typeVersion": 1
},
{
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"name": "Workflow-Übersicht",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"width": 800,
"height": 280,
"content": "## Workflow Overview\n\nThis workflow first checks if a customer from the Google Sheet already exists in QuickBooks Online using their **Customer Name** or **Email**.\n\n- If the customer **exists**, the workflow proceeds directly to the **Create Sales Receipt** step.\n- If the customer **does not exist**, a new customer is created in QuickBooks Online, and then the workflow proceeds to the **Create Sales Receipt** step."
}
},
{
"id": "generated-b0d6eeec-8888-4a1a-a47e-6e4507bd358c",
"name": "QuickBooks Kundenprüfung & -erstellung",
"type": "n8n-nodes-base.stickyNote",
"position": [
-200,
200
],
"parameters": {
"color": 4,
"width": 800,
"height": 280,
"content": "### QuickBooks Customer Check & Creation\n\n1. **Check Customer Existence**: This node queries QuickBooks Online to see if a customer with the matching \"Customer Name\" or \"Email\" already exists.\n2. **Customer Exists?**: This \"If\" node evaluates the output from \"Check Customer Existence\".\n * The \"True\" branch (top output) means the customer was found.\n * The \"False\" branch (bottom output) means the customer was not found.\n3. **Create Customer**: This node is executed only if the \"Customer Exists?\" node's \"False\" branch is taken, meaning a new customer needs to be created in QuickBooks Online."
}
},
{
"id": "generated-2e0f8a9c-3a00-4222-997a-ccfd0dfdd357",
"name": "Kunde vorhanden?",
"type": "n8n-nodes-base.if",
"position": [
440,
40
],
"parameters": {
"options": {
"ignoreCase": true,
"looseTypeValidation": true
},
"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": false,
"typeValidation": "strict"
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"combinator": "and",
"conditions": [
{
"id": "ba271f0d-1115-4bb7-a39b-7b2e97afe9cb",
"operator": {
"type": "number",
"operation": "gt"
},
"leftValue": "={{ $('Get many customers').all().length }}",
"rightValue": 0
}
]
}
}
},
{
"id": "generated-035f9a50-5501-4f7e-a282-4054830fd813",
"name": "Kunde erstellen",
"type": "n8n-nodes-base.quickbooks",
"position": [
760,
160
],
"parameters": {
"operation": "create",
"displayName": "={{ $json[\"Customer Name\"] }}",
"additionalFields": {
"Active": true,
"Balance": "",
"Taxable": false,
"GivenName": "",
"FamilyName": "",
"CompanyName": "",
"PrimaryPhone": "={{ $json.Phone }}",
"BillWithParent": false,
"BalanceWithJobs": 0,
"PrimaryEmailAddr": "={{ $json.Email }}",
"PrintOnCheckName": "",
"FullyQualifiedName": "",
"PreferredDeliveryMethod": "Print"
}
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "cOFFQQfsoezdBS0c",
"name": "QuickBooks Online account 2"
}
}
},
{
"id": "generated-f97635f5-7da3-4756-9569-88abcf4259ea",
"name": "Verkaufsbeleg erstellen",
"type": "n8n-nodes-base.quickbooks",
"position": [
1020,
-20
],
"parameters": {
"resource": "payment",
"operation": "create",
"CustomerRef": "={{ $json.Id || $json.customer.Id }}",
"additionalFields": {
"TxnDate": ""
}
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "cOFFQQfsoezdBS0c",
"name": "QuickBooks Online account 2"
}
}
},
{
"id": "ae9dae6f-5c70-4547-8dd7-90fd4eb3b431",
"name": "QuickBooks Kundenprüfung & -erstellung1",
"type": "n8n-nodes-base.stickyNote",
"position": [
640,
-380
],
"parameters": {
"color": 4,
"width": 820,
"height": 340,
"content": "### Sales Receipts\n\n1. **Check Customer Existence**: This node queries QuickBooks Online to see if a customer with the matching \"Customer Name\" or \"Email\" already exists.\n2. **Customer Exists?**: This \"If\" node evaluates the output from \"Check Customer Existence\".\n * The \"True\" branch (top output) means the customer was found.\n * The \"False\" branch (bottom output) means the customer was not found.\n3. **Create Customer**: This node is executed only if the \"Customer Exists?\" node's \"False\" branch is taken, meaning a new customer needs to be created in QuickBooks Online."
},
"typeVersion": 1
},
{
"id": "0b6028de-052f-40ad-a384-c126f3d2c20a",
"name": "Kundenexistenz prüfen",
"type": "n8n-nodes-base.quickbooks",
"position": [
60,
0
],
"parameters": {
"filters": {
"query": "=DisplayName = '{{ $json[\"Customer Name\"] }}'"
},
"operation": "getAll"
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "cOFFQQfsoezdBS0c",
"name": "QuickBooks Online account 2"
}
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "32e15321-dbce-4da0-b087-1bd2c8902643",
"connections": {
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},
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"main": [
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{
"node": "Create a customer",
"type": "main",
"index": 0
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}
}Wie verwende ich diesen Workflow?
Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.
Für welche Szenarien ist dieser Workflow geeignet?
Fortgeschritten - Rechnungsverarbeitung
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
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