Informes de gastos automatizados de Airtable a QuickBooks

• •Clave de API de Airtable
• •Pueden requerirse credenciales de autenticación para la API de destino

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  "name": "Automate Expense Reporting from Airtable to QuickBooks",
  "tags": [],
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          "value": "{YOUR_AIRTABLE_TABLE_ID}"
        },
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
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          ]
        },
        "triggerField": "Created",
        "authentication": "airtableTokenApi",
        "additionalFields": {}
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      "parameters": {
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          "mode": "list",
          "value": "{YOUR_AIRTABLE_BASE_ID}",
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      "parameters": {
        "url": "={{ $json['Receipt URL'] }}",
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      "parameters": {
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          "mode": "list",
          "value": "{YOUR_AIRTABLE_BASE_ID}",
          "cachedResultUrl": "https://airtable.com/{YOUR_AIRTABLE_BASE_ID}",
          "cachedResultName": "airtable_expenses_dummy.csv"
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              "displayName": "QBO Vendor ID",
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              "displayName": "QBO Payment Account ID",
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        "content": "### Step 1: Airtable Trigger 🚦📋\n\nThis node triggers the workflow whenever there is a change in the **Created** column, effectively activating when new data is added.\n\nWhy this step is important:\n\n- ⏰ Automatically starts the workflow on new entries.\n- 📈 Monitors real-time changes for timely processing.\n- 🔄 Ensures your automation responds instantly to new Airtable data.\n\nIt’s the step that keeps your workflow synced with your Airtable updates. 🔔✨\n"
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      "parameters": {
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        "content": "### Step 2: Airtable Search Records 🔍📋\n\nThis node searches and retrieves all records from a specific Airtable table.\n\nWhy this step is important:\n\n- 🔎 Gathers complete data from the table for processing.\n- 📊 Enables further filtering, updating, or analysis within the workflow.\n- 🗂️ Provides a snapshot of all relevant records at once.\n\nIt’s the step that collects your data foundation for the automation ahead. 🧱✨\n"
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        "content": "### Step 3: Status Check (If Node) ✅❌\n\nThis node checks whether the **Status** field is set to **Approved**.\n\n- **True:** Status is Approved; workflow continues.\n- **False:** Status is not Approved; workflow can exit or take alternate action.\n\nWhy this step is important:\n\n- ✔️ Ensures only approved items proceed in the workflow.\n- 🛑 Prevents processing of unapproved or incomplete records.\n- 🔄 Maintains workflow accuracy and efficiency.\n\nIt’s the decision point that filters records based on their approval status. 🚦✨\n"
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        "content": "### Graceful Exit (No-Op Node) 🛑✨\n\nThis **No Operation** node acts as a graceful exit for items whose **Status** is not Approved.\n\nWhy this step is important:\n\n- 🛡️ Prevents further processing of unapproved records.\n- 🔄 Ensures the workflow ends cleanly without errors.\n- 🧹 Maintains clear and organized workflow logic.\n\nIt’s the safe stopping point that quietly ends the flow when no action is needed. 🚪✅\n"
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      "parameters": {
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        "content": "### Step 4: Download File from Receipt URL (HTTP Request) 📥💻\n\nThis node sends an **HTTP Request** to download the file from the provided **Receipt URL**.\n\nWhy this step is important:\n\n- 📄 Retrieves the actual file (e.g., invoice, receipt) for further processing.\n- 🔗 Ensures the workflow has access to the necessary document.\n- ⚡ Enables downstream nodes to work with the downloaded file.\n\nIt’s the step that pulls the file into your workflow for processing or storage. 🗂️✨\n"
      },
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      "name": "QBO-Crear Gasto",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
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      "parameters": {
        "url": "https://sandbox-quickbooks.api.intuit.com/v3/company/{YOUR_QUICKBOOKS_COMPANY_ID}/purchase",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"PaymentType\": \"Cash\",\n  \"TxnDate\": \"{{$json['Date']}}\",\n  \"PrivateNote\": \"{{$json['Memo']}}\",\n  \"AccountRef\": { \"value\": \"{{$json['QBO Payment Account ID']}}\" },\n  \"EntityRef\": { \"type\": \"Vendor\", \"value\": \"{{$json['QBO Vendor ID']}}\" },\n  \"Line\": [\n    {\n      \"Amount\": {{$json['Amount']}},\n      \"DetailType\": \"AccountBasedExpenseLineDetail\",\n      \"AccountBasedExpenseLineDetail\": {\n        \"AccountRef\": { \"value\": \"{{$json['QBO Expense Account ID']}}\" }\n      }\n    }\n  ]\n}\n",
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        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "quickBooksOAuth2Api"
      },
      "typeVersion": 4.2
    },
    {
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      "name": "QBO-Subir Archivo",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
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      "parameters": {
        "url": "https://sandbox-quickbooks.api.intuit.com/v3/company/{YOUR_QUICKBOOKS_COMPANY_ID}/upload?minorversion=65",
        "method": "POST",
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        "content": "**Step 5 - Create Expense in QuickBooks (QBO) 💸🧾**\n\nThis node uses the **Create Expense** operation to add an expense in QuickBooks based on data from Airtable.\n\nWhy this step is important:\n\n- 📊 Automatically records expenses from your Airtable data.\n- 🔗 Links expenses to the correct accounts and vendors in QuickBooks.\n- ⚡ Streamlines bookkeeping and financial tracking.\n\nIt’s the step that turns raw expense data into an official QuickBooks record. ✅✨\n"
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      "parameters": {
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        "content": "### Step 6: Merge Expense and File Data Node 🔗📂\n\nThis node merges data from the **Create Expense** node and the **Download File** node.\n\nWhy this step is important:\n\n- 🔄 Combines expense details with the corresponding file (receipt or invoice).\n- 📊 Ensures all relevant information is packaged together for the next steps.\n- ⚙️ Maintains data integrity and prepares a unified dataset for further processing.\n\nIt’s the step that consolidates expense and file data for smooth workflow continuation. 🤝✨\n"
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      "parameters": {
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        "content": "### Step 7: Upload File to QuickBooks (QBO Upload) 📤🧾\n\nThis node uses the **Upload File** operation to attach the downloaded file (e.g., receipt or invoice) to QuickBooks.\n\nWhy this step is important:\n- 🔗 Ensures proper documentation for bookkeeping and auditing.\n- ⚡ Automates file management within QuickBooks, saving time and reducing errors.\n\n"
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      "parameters": {
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        "content": "### Step 8: Update Airtable Record Status ✏️✅\n\nThis node updates the **Status** column of the Airtable records to **Done**.\n\nWhy this step is important:\n\n- 🔄 Marks the completion of the workflow for each record.\n- 📋 Provides clear visibility on processed items.\n- ⚡ Ensures Airtable reflects the latest workflow status.\n\nIt’s the step that closes the loop by updating the record’s status to indicate successful processing. 🏁✨\n"
      },
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    },
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      "name": "Nota adhesiva9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
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        "width": 600,
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        "content": "### Prerequisites ⚙️🔗\n\n- Create and connect your **Airtable** account using a **Personal Access Token**.\n- Create a table with the following columns:\n  - **Status**\n  - **Receipt URL**\n  - **Amount**\n  - **Date**\n  - **Memo**\n  - **QBO Vendor ID**\n  - **QBO Expense Account ID**\n  - **QBO Payment Account ID**\n  - **Category**\n  - **Receipt Type**\n  - **Customer**\n- Connect your oauth2 Quickbooks credentials\n- Add your company id in the QBO nodes\nThese configurations ensure your Airtable is ready for seamless integration with QuickBooks and the workflow. ✅✨\n"
      },
      "typeVersion": 1
    },
    {
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      "name": "Nota adhesiva10",
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      "position": [
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      "parameters": {
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        "content": "### Get in Touch\n\nPlease feel free to reachout to us, if you need any help in settin up this workflow.\n\nWe can also help customize workflow pet the use-case. \n\nReach out us at: getstarted@intuz.com\n\nWebsite: https://www.intuz.com/\n\n"
      },
      "typeVersion": 1
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