Créer un client QuickBooks en ligne et une reçu de vente pour un nouveau paiement Stripe

Intermédiaire

Ceci est unFinanceworkflow d'automatisation du domainecontenant 10 nœuds.Utilise principalement des nœuds comme If, Merge, Stripe, Quickbooks, HttpRequest. Créer des clients et des reçus de vente en ligne QuickBooks pour de nouveaux paiements Stripe

Prérequis
  • Clé API Stripe
  • Peut nécessiter les informations d'identification d'authentification de l'API cible

Catégorie

Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "meta": {
    "instanceId": "6f3fb2495ae05d668c93cbf9e1649128d6e08178f8a900941cf97e588f18fdfc",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "7fe02521-c46a-4314-9387-b7b4983fa859",
      "name": "POST Sales Receipt",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1320,
        -120
      ],
      "parameters": {
        "url": "https://sandbox-quickbooks.api.intuit.com/v3/company/9341453851324714/salesreceipt?minorversion=73",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"Line\": [\n    {\n      \"Description\": \"{{ $json.data.object.description }}\",\n      \"DetailType\": \"SalesItemLineDetail\",\n      \"SalesItemLineDetail\": {\n        \"TaxCodeRef\": {\n          \"value\": \"NON\"\n        },\n        \"Qty\": 1,\n        \"UnitPrice\": {{ $json.data.object.amount_received / 100 }},\n        \"ItemRef\": {\n          \"name\": \"Subscription\", \n          \"value\": \"10\"\n        }\n      },\n      \"Amount\": {{ $json.data.object.amount / 100 }},\n      \"LineNum\": 1\n    }\n  ],\n  \"CustomerRef\": {\n    \"value\": {{ $input.all()[2].json.QueryResponse.Customer[0].BillAddr.Id }},\n    \"name\": \"{{ $input.all()[2].json.QueryResponse.Customer[0].DisplayName }}\"\n  },\n  \"CurrencyRef\": {\n    \"value\": \"{{ $json.data.object.currency.toUpperCase() }}\"\n  },\n  \"PrivateNote\": \"Payment from Stripe Payment Intent ID: {{ $json.data.object.id }}\"\n}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "quickBooksOAuth2Api"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "IUNAfwwSgnbwWygB",
          "name": "QuickBooks Online account"
        }
      },
      "executeOnce": true,
      "typeVersion": 4.2
    },
    {
      "id": "5ed429d7-c93d-48c8-b603-ca8d7efb57ed",
      "name": "GET Quickbooks Customer",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        400,
        -20
      ],
      "parameters": {
        "url": "=https://sandbox-quickbooks.api.intuit.com/v3/company/9341453851324714/query?query=select * from Customer Where PrimaryEmailAddr = '{{ $json.email }}'&minorversion=73\n\n",
        "options": {},
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "quickBooksOAuth2Api"
      },
      "credentials": {
        "httpCustomAuth": {
          "id": "hqXGCVkt6W41KDDK",
          "name": "Custom Auth account"
        },
        "quickBooksOAuth2Api": {
          "id": "IUNAfwwSgnbwWygB",
          "name": "QuickBooks Online account"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "bef5b4c3-4948-4294-bd80-7039342edf0d",
      "name": "Get Stripe Customer",
      "type": "n8n-nodes-base.stripe",
      "position": [
        240,
        -140
      ],
      "parameters": {
        "resource": "customer",
        "customerId": "={{ $json.data.object.customer }}"
      },
      "credentials": {
        "stripeApi": {
          "id": "o6KHVZiU8S7O38wq",
          "name": "Stripe account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "042fff2c-b5e7-4877-b935-f6a707118c4a",
      "name": "New Payment",
      "type": "n8n-nodes-base.stripeTrigger",
      "position": [
        80,
        -260
      ],
      "webhookId": "5cc15770-f762-4389-8372-1b2926de4570",
      "parameters": {
        "events": [
          "payment_intent.succeeded"
        ]
      },
      "credentials": {
        "stripeApi": {
          "id": "o6KHVZiU8S7O38wq",
          "name": "Stripe account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "12235c25-712b-4e84-b744-60573e00d381",
      "name": "If Customer Exists",
      "type": "n8n-nodes-base.if",
      "position": [
        560,
        100
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "aef7393c-c4ff-4196-887d-6a9b057381f8",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.QueryResponse.Customer[0].PrimaryEmailAddr.Address }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "68f63246-cb95-494f-918c-c0c6da5a64f9",
      "name": "Use Stripe Customer",
      "type": "n8n-nodes-base.merge",
      "position": [
        880,
        120
      ],
      "parameters": {},
      "executeOnce": true,
      "typeVersion": 3
    },
    {
      "id": "e9eea332-7109-479f-8f50-65b3b9438e0e",
      "name": "Create QuickBooks Customer",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        1100,
        120
      ],
      "parameters": {
        "operation": "create",
        "displayName": "={{ $input.all()[0].json.name }}",
        "additionalFields": {
          "Balance": "={{ $input.all()[0].json.balance }}",
          "PrimaryEmailAddr": "={{ $input.all()[0].json.email }}"
        }
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "IUNAfwwSgnbwWygB",
          "name": "QuickBooks Online account"
        }
      },
      "executeOnce": true,
      "typeVersion": 1
    },
    {
      "id": "f805f03d-93b7-4e3b-8b6a-37d9dd802368",
      "name": "Fusionner Stripe and QuickBooks Data",
      "type": "n8n-nodes-base.merge",
      "position": [
        1100,
        -120
      ],
      "parameters": {
        "numberInputs": 3
      },
      "typeVersion": 3
    },
    {
      "id": "b9c31838-2bb7-4882-bd15-c096cb97e225",
      "name": "Fusionner Payment and QuickBooks Customer",
      "type": "n8n-nodes-base.merge",
      "position": [
        1320,
        120
      ],
      "parameters": {},
      "executeOnce": true,
      "typeVersion": 3
    },
    {
      "id": "cb69fcee-8d5d-47ab-be76-9e25cb0a7f42",
      "name": "POST Sales Receipt To QuickBooks",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1540,
        120
      ],
      "parameters": {
        "url": "https://sandbox-quickbooks.api.intuit.com/v3/company/9341453851324714/salesreceipt?minorversion=73",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"Line\": [\n    {\n      \"Description\": \"{{ $json.data.object.description }}\",\n      \"DetailType\": \"SalesItemLineDetail\",\n      \"SalesItemLineDetail\": {\n        \"TaxCodeRef\": {\n          \"value\": \"NON\"\n        },\n        \"Qty\": 1,\n        \"UnitPrice\": {{ $json.data.object.amount_received / 100 }},\n        \"ItemRef\": {\n          \"name\": \"Subscription\", \n          \"value\": \"10\"\n        }\n      },\n      \"Amount\": {{ $json.data.object.amount / 100 }},\n      \"LineNum\": 1\n    }\n  ],\n  \"CustomerRef\": {\n    \"value\": {{ $input.all()[1].json.Id}},\n    \"name\": \"{{ $input.all()[1].json.DisplayName }}\"\n  },\n  \"CurrencyRef\": {\n    \"value\": \"{{ $json.data.object.currency.toUpperCase() }}\"\n  },\n  \"PrivateNote\": \"Payment from Stripe Payment Intent ID: {{ $json.data.object.id }}\"\n}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "quickBooksOAuth2Api"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "IUNAfwwSgnbwWygB",
          "name": "QuickBooks Online account"
        }
      },
      "executeOnce": true,
      "typeVersion": 4.2
    }
  ],
  "pinData": {
    "New Payment": [
      {
        "id": "evt_3Qjf7fJJNVDH5POn01Am9Q1x",
        "data": {
          "object": {
            "id": "pi_3Qjf54D14htxZ8341jkWWJJs",
            "amount": 9500,
            "object": "payment_intent",
            "review": null,
            "source": null,
            "status": "succeeded",
            "created": 1737456794,
            "invoice": "in_1Qje8QD14htxZ834S3Gh3Nn6",
            "currency": "usd",
            "customer": "cus_R4OkhTTT1ebzPl",
            "livemode": false,
            "metadata": {},
            "shipping": null,
            "processing": null,
            "application": null,
            "canceled_at": null,
            "description": "Subscription update",
            "next_action": null,
            "on_behalf_of": null,
            "client_secret": "pi_3Qjf54D14htxZ8341jkWWJJs_secret_FXltcZHFUDM8I4F0AQjRPE9Vz",
            "latest_charge": "ch_3Qjf54D14htxZ8341xwQhggm",
            "receipt_email": null,
            "transfer_data": null,
            "amount_details": {
              "tip": {}
            },
            "capture_method": "automatic",
            "payment_method": "pm_1Qh6nED14htxZ834bTgSzUQy",
            "transfer_group": null,
            "amount_received": 9500,
            "amount_capturable": 0,
            "last_payment_error": null,
            "setup_future_usage": null,
            "cancellation_reason": null,
            "confirmation_method": "automatic",
            "payment_method_types": [
              "amazon_pay",
              "card",
              "cashapp",
              "link"
            ],
            "statement_descriptor": null,
            "application_fee_amount": null,
            "payment_method_options": {
              "card": {
                "network": null,
                "installments": null,
                "mandate_options": null,
                "request_three_d_secure": "automatic"
              },
              "link": {
                "persistent_token": null
              },
              "cashapp": {},
              "amazon_pay": {
                "express_checkout_element_session_id": null
              }
            },
            "automatic_payment_methods": null,
            "statement_descriptor_suffix": null,
            "payment_method_configuration_details": null
          }
        },
        "type": "payment_intent.succeeded",
        "object": "event",
        "created": 1737456956,
        "request": {
          "id": "req_vbXfG1vUORKZJ6",
          "idempotency_key": "e63d5e07-f753-429c-bd06-c642e23d9ff8"
        },
        "livemode": false,
        "api_version": "2020-08-27",
        "pending_webhooks": 3
      }
    ],
    "Get Stripe Customer": [
      {
        "id": "cus_R4OkhTTT1ebzPl",
        "name": "Test Usershvili",
        "email": "Birds@Intuit.com",
        "phone": null,
        "object": "customer",
        "address": {
          "city": null,
          "line1": null,
          "line2": null,
          "state": null,
          "country": "GE",
          "postal_code": null
        },
        "balance": 0,
        "created": 1729495354,
        "currency": "usd",
        "discount": null,
        "livemode": false,
        "metadata": {},
        "shipping": null,
        "delinquent": false,
        "tax_exempt": "none",
        "test_clock": null,
        "description": null,
        "default_source": null,
        "invoice_prefix": "F73B0901",
        "default_currency": "usd",
        "invoice_settings": {
          "footer": null,
          "custom_fields": null,
          "rendering_options": null,
          "default_payment_method": null
        },
        "preferred_locales": [
          "en-GB"
        ]
      }
    ]
  },
  "connections": {
    "042fff2c-b5e7-4877-b935-f6a707118c4a": {
      "main": [
        [
          {
            "node": "bef5b4c3-4948-4294-bd80-7039342edf0d",
            "type": "main",
            "index": 0
          },
          {
            "node": "Merge Stripe and QuickBooks Data",
            "type": "main",
            "index": 0
          },
          {
            "node": "Merge Payment and QuickBooks Customer",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "12235c25-712b-4e84-b744-60573e00d381": {
      "main": [
        [
          {
            "node": "Merge Stripe and QuickBooks Data",
            "type": "main",
            "index": 2
          }
        ],
        [
          {
            "node": "68f63246-cb95-494f-918c-c0c6da5a64f9",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "7fe02521-c46a-4314-9387-b7b4983fa859": {
      "main": [
        []
      ]
    },
    "bef5b4c3-4948-4294-bd80-7039342edf0d": {
      "main": [
        [
          {
            "node": "5ed429d7-c93d-48c8-b603-ca8d7efb57ed",
            "type": "main",
            "index": 0
          },
          {
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            "index": 1
          }
        ]
      ]
    },
    "68f63246-cb95-494f-918c-c0c6da5a64f9": {
      "main": [
        [
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            "node": "e9eea332-7109-479f-8f50-65b3b9438e0e",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "5ed429d7-c93d-48c8-b603-ca8d7efb57ed": {
      "main": [
        [
          {
            "node": "12235c25-712b-4e84-b744-60573e00d381",
            "type": "main",
            "index": 0
          },
          {
            "node": "Merge Stripe and QuickBooks Data",
            "type": "main",
            "index": 1
          }
        ]
      ]
    },
    "e9eea332-7109-479f-8f50-65b3b9438e0e": {
      "main": [
        [
          {
            "node": "Merge Payment and QuickBooks Customer",
            "type": "main",
            "index": 1
          }
        ]
      ]
    },
    "Merge Stripe and QuickBooks Data": {
      "main": [
        [
          {
            "node": "7fe02521-c46a-4314-9387-b7b4983fa859",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Merge Payment and QuickBooks Customer": {
      "main": [
        [
          {
            "node": "cb69fcee-8d5d-47ab-be76-9e25cb0a7f42",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Intermédiaire - Finance

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

Informations sur le workflow
Niveau de difficulté
Intermédiaire
Nombre de nœuds10
Catégorie1
Types de nœuds6
Description de la difficulté

Adapté aux utilisateurs expérimentés, avec des workflows de complexité moyenne contenant 6-15 nœuds

Liens externes
Voir sur n8n.io

Partager ce workflow

Catégories

Catégories: 34