基于Google Sheet数据在Quickbook中创建客户和销售收据

Name: 基于Google Sheet数据在Quickbook中创建客户和销售收据
Rating: 4.5 (10 reviews)
Author: Intuz

中级

这是一个Invoice Processing领域的自动化工作流，包含 8 个节点。主要使用 If, Quickbooks, GoogleSheetsTrigger 等节点。从Google Sheet自动化QuickBooks客户和销售收据生成

前置要求

•Google Sheets API 凭证

使用的节点 (8)

Quickbooks

StickyNote

GoogleSheetsTrigger

分类

发票处理

工作流预览

可视化展示节点连接关系，支持缩放和平移

Google Sheets 触发器

客户是否存在？

创建客户

创建销售收据

检查客户存在性

React Flow

导出工作流

复制以下 JSON 配置到 n8n 导入，即可使用此工作流

{
  "id": "0PCgKBDaVH6uI0KX",
  "meta": {
    "instanceId": "1a54c41d9050a8f1fa6f74ca858828ad9fb97b9fafa3e9760e576171c531a787",
    "templateCredsSetupCompleted": true
  },
  "name": "基于Google Sheet数据在Quickbook中创建客户和销售收据",
  "tags": [],
  "nodes": [
    {
      "id": "01eb09e0-1209-4614-ab15-16ee134500b4",
      "name": "Google Sheets 触发器",
      "type": "n8n-nodes-base.googleSheetsTrigger",
      "position": [
        -360,
        -60
      ],
      "parameters": {
        "event": "rowAdded",
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "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
    },
    {
      "id": "generated-601704ef-7cbd-449a-afd3-da0f6d324ddd",
      "name": "工作流概览",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -580,
        -400
      ],
      "parameters": {
        "width": 800,
        "height": 280,
        "content": "## 工作流概览"
      }
    },
    {
      "id": "generated-b0d6eeec-8888-4a1a-a47e-6e4507bd358c",
      "name": "QuickBooks客户检查与创建",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -200,
        200
      ],
      "parameters": {
        "color": 4,
        "width": 800,
        "height": 280,
        "content": "### QuickBooks客户检查与创建"
      }
    },
    {
      "id": "generated-2e0f8a9c-3a00-4222-997a-ccfd0dfdd357",
      "name": "客户是否存在？",
      "type": "n8n-nodes-base.if",
      "position": [
        440,
        40
      ],
      "parameters": {
        "options": {
          "ignoreCase": true,
          "looseTypeValidation": true
        },
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": false,
            "typeValidation": "strict"
          },
          "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": "创建客户",
      "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": "创建销售收据",
      "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客户检查与创建1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        640,
        -380
      ],
      "parameters": {
        "color": 4,
        "width": 820,
        "height": 340,
        "content": "### 销售收据"
      },
      "typeVersion": 1
    },
    {
      "id": "0b6028de-052f-40ad-a384-c126f3d2c20a",
      "name": "检查客户存在性",
      "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": {
    "Create Customer": {
      "main": [
        [
          {
            "node": "Create Sales Receipt",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Customer Exists?": {
      "main": [
        [
          {
            "node": "Create Sales Receipt",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Create Customer",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Sheets Trigger": {
      "main": [
        [
          {
            "node": "Create a customer",
            "type": "main",
            "index": 0
          },
          {
            "node": "Check Customer Existence",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Check Customer Existence": {
      "main": [
        [
          {
            "node": "Customer Exists?",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

常见问题

如何使用这个工作流？

复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景？

中级 - 发票处理

需要付费吗？

本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。

基于Google Sheet数据在Quickbook中创建客户和销售收据

使用的节点 (8)

分类

如何使用这个工作流？

这个工作流适合什么场景？

需要付费吗？

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