GmailとQuickBooks Onlineワークフロー

中級

これはInvoice Processing, Multimodal AI分野の自動化ワークフローで、11個のノードを含みます。主にGmail, GmailTrigger, ScheduleTriggerなどのノードを使用。 GmailとQuickBooks Onlineのワークフロー

前提条件
  • Googleアカウント + Gmail API認証情報
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
  "meta": {
    "instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "030584dd-ad50-49e3-a12e-49ccd867ae8c",
      "name": "毎日午前8時",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -80,
        0
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "triggerAtHour": 8
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "6b5f5472-b602-4775-b010-5b5a0fe77be5",
      "name": "新しい領収書メールを受信",
      "type": "n8n-nodes-base.gmailTrigger",
      "position": [
        -80,
        -192
      ],
      "parameters": {
        "filters": {
          "labelIds": [
            "Label_1709246557347095595"
          ]
        },
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        }
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "BTMobileGTA Gmail"
        }
      },
      "typeVersion": 1.3
    },
    {
      "id": "bbd5cdaf-905a-4f5d-abb8-ff736e4b5aa9",
      "name": "メールから新しい領収書を取得",
      "type": "n8n-nodes-base.gmail",
      "position": [
        176,
        -96
      ],
      "webhookId": "449f7eea-0be5-4d86-a254-ef047b9f8d67",
      "parameters": {
        "simple": false,
        "filters": {
          "labelIds": [
            "Label_1709246557347095595"
          ]
        },
        "options": {},
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "BTMobileGTA Gmail"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "6f5e3ebf-fef1-4508-be4e-0e7d9f106c01",
      "name": "領収書をQBOに転送",
      "type": "n8n-nodes-base.gmail",
      "position": [
        416,
        -96
      ],
      "webhookId": "0a979bd8-edd5-468e-8eab-4a914e2f80c3",
      "parameters": {
        "sendTo": "user@qbodocs.com",
        "message": "={{ $json.html }}",
        "options": {
          "appendAttribution": false
        },
        "subject": "Email Receipt"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "BTMobileGTA Gmail"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "2c05914d-8b61-4449-b55f-fe280939446c",
      "name": "古いラベルを削除",
      "type": "n8n-nodes-base.gmail",
      "position": [
        656,
        -96
      ],
      "webhookId": "722818d7-391e-428b-b173-fe5bb744f54c",
      "parameters": {
        "labelIds": [
          "Label_1709246557347095595"
        ],
        "messageId": "={{ $('Get New Receipt from Email').item.json.id }}",
        "operation": "removeLabels"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "BTMobileGTA Gmail"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "1cab2ebf-4f27-401c-a65e-d98486d367e7",
      "name": "「処理済み」ラベルを追加",
      "type": "n8n-nodes-base.gmail",
      "position": [
        864,
        -96
      ],
      "webhookId": "0bf6f5ce-90be-4789-9e1f-415988c600c3",
      "parameters": {
        "labelIds": [
          "Label_3375203355533515697"
        ],
        "messageId": "={{ $('Get New Receipt from Email').item.json.id }}",
        "operation": "addLabels"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "BTMobileGTA Gmail"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "5645be8e-7cfc-47be-b492-9901877fb0d5",
      "name": "付箋7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -928,
        -752
      ],
      "parameters": {
        "width": 736,
        "height": 1328,
        "content": "## Automatically Forward Email Receipts to QuickBooks Online\n\n## What It Does  \nAre you tired of manually uploading email receipts to QuickBooks Online (QBO)? Are your email forwarding rules difficult to set up or unreliable? This n8n workflow automatically forwards your email receipts to QuickBooks Online with minimal configuration.\n\n## Example Use Cases  \n- Online purchase and subscription receipts  \n- E-transfer confirmations  \n- Bills and invoices received from suppliers  \n- Expense reports sent by vendors  \n- Payment confirmation emails\n- Send other people's emails to QBO, bypassing the forwarding restrictions\n\n## Prerequisites  \nTo use this workflow, you'll need:  \n- A Gmail account with credentials configured in n8n  \n- QuickBooks Online account with receipt forwarding enabled  \n\n## How to Set Up Gmail  \n1. Search for emails that contain receipts (e.g., subject contains \"Interac E-transfer\")  \n2. Create a Gmail filter that automatically applies a specific label to those emails (e.g., \"New E-Transfer\")  \n3. Create another label for processed emails to prevent duplicate processing (e.g., \"Processed\")  \n\n## How It Works  \n1. **Trigger:** The workflow runs when a new receipt is received; a scheduled trigger acts as a failsafe to catch missed emails.  \n2. The first Gmail node retrieves emails with the \"new receipt\" label.  \n3. The second Gmail node forwards the exact email contents to QuickBooks Online, mimicking a forwarded email.  \n4. The workflow removes the original \"new receipt\" label and applies the \"processed\" label to avoid duplicate forwarding.  \n\n## How to Use  \n- Configure each Gmail node with your Gmail credentials in n8n.  \n- Enter your QuickBooks Online receipt forwarding email address in the second Gmail node (e.g., example@qbdocs.com).  \n- Set up the appropriate labels in each Gmail node to match your Gmail filter and workflow logic.  \n\n## Customization Options  \n- Modify the Gmail nodes to download and forward attachments if necessary.  \n- Create separate workflows for different types of emails; for example, include vendor information in the subject line (e.g., \"Your Instacart Order Receipt\") to help QuickBooks categorize expenses.  \n- Add error handling and notifications to monitor workflow execution.  \n\n## Why It's Useful  \n- Saves time by automating manual forwarding of receipts to QuickBooks Online.  \n- Reduces errors and missed receipts that can occur with manual processing.  \n- Keeps your QuickBooks records up-to-date automatically.  \n- Provides a scalable solution for handling various receipt types and vendors.  \n- Easily customizable to fit your specific email and accounting workflows.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "214f3e76-bad5-485e-a093-e302642c7adf",
      "name": "付箋",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        112,
        -192
      ],
      "parameters": {
        "color": 7,
        "width": 224,
        "height": 288,
        "content": "This node will look for emails with the label you've selected"
      },
      "typeVersion": 1
    },
    {
      "id": "813e7187-18e0-4d52-b39c-142de6041603",
      "name": "付箋1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        352,
        -192
      ],
      "parameters": {
        "color": 7,
        "width": 224,
        "height": 288,
        "content": "Please setup your QBO forwarding address here"
      },
      "typeVersion": 1
    },
    {
      "id": "a50aac4a-8fb7-457b-a3dc-55879f50c547",
      "name": "付箋2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        592,
        -192
      ],
      "parameters": {
        "color": 7,
        "width": 448,
        "height": 288,
        "content": "This process prevents duplicate emails from being sent to QBO"
      },
      "typeVersion": 1
    },
    {
      "id": "3d24c1e3-e40d-4f05-baff-7b5e34bec23b",
      "name": "付箋3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -160,
        -352
      ],
      "parameters": {
        "color": 7,
        "width": 256,
        "height": 512,
        "content": "The workflow executes when a new email with the matching label is received.\n\nA failsafe checks for emails that may have been missed"
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "030584dd-ad50-49e3-a12e-49ccd867ae8c": {
      "main": [
        [
          {
            "node": "bbd5cdaf-905a-4f5d-abb8-ff736e4b5aa9",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "2c05914d-8b61-4449-b55f-fe280939446c": {
      "main": [
        [
          {
            "node": "1cab2ebf-4f27-401c-a65e-d98486d367e7",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "6f5e3ebf-fef1-4508-be4e-0e7d9f106c01": {
      "main": [
        [
          {
            "node": "2c05914d-8b61-4449-b55f-fe280939446c",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "bbd5cdaf-905a-4f5d-abb8-ff736e4b5aa9": {
      "main": [
        [
          {
            "node": "6f5e3ebf-fef1-4508-be4e-0e7d9f106c01",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "6b5f5472-b602-4775-b010-5b5a0fe77be5": {
      "main": [
        [
          {
            "node": "bbd5cdaf-905a-4f5d-abb8-ff736e4b5aa9",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
よくある質問

このワークフローの使い方は?

上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。

このワークフローはどんな場面に適していますか?

中級 - 請求書処理, マルチモーダルAI

有料ですか?

このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。

ワークフロー情報
難易度
中級
ノード数11
カテゴリー2
ノードタイプ4
難易度説明

経験者向け、6-15ノードの中程度の複雑さのワークフロー

外部リンク
n8n.ioで表示

このワークフローを共有

カテゴリー

カテゴリー: 34