从Airtable到QuickBooks自动化费用报告
高级
这是一个Invoice Processing, Multimodal AI领域的自动化工作流,包含 20 个节点。主要使用 If, Merge, Airtable, HttpRequest, AirtableTrigger 等节点。 从Airtable到QuickBooks自动化费用报告
前置要求
- •Airtable API Key
- •可能需要目标 API 的认证凭证
工作流预览
可视化展示节点连接关系,支持缩放和平移
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": "WCAyzxSt6yCROjq8",
"meta": {
"instanceId": "1a54c41d9050a8f1fa6f74ca858828ad9fb97b9fafa3e9760e576171c531a787"
},
"name": "从 Airtable 到 QuickBooks 自动化费用报告",
"tags": [],
"nodes": [
{
"id": "92e68aed-1a03-478b-89d4-5d94e98b3db0",
"name": "Airtable 触发器",
"type": "n8n-nodes-base.airtableTrigger",
"position": [
-120,
1120
],
"parameters": {
"baseId": {
"__rl": true,
"mode": "id",
"value": "appT0dprL0zCSuG45"
},
"tableId": {
"__rl": true,
"mode": "id",
"value": "{YOUR_AIRTABLE_TABLE_ID}"
},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"triggerField": "Created",
"authentication": "airtableTokenApi",
"additionalFields": {}
},
"typeVersion": 1
},
{
"id": "0b1822e8-1fcf-4ef0-872d-ec3b50d0ef9d",
"name": "搜索记录",
"type": "n8n-nodes-base.airtable",
"position": [
240,
1120
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "{YOUR_AIRTABLE_BASE_ID}",
"cachedResultUrl": "https://airtable.com/{YOUR_AIRTABLE_BASE_ID}",
"cachedResultName": "airtable_expenses_dummy.csv"
},
"table": {
"__rl": true,
"mode": "list",
"value": "{YOUR_AIRTABLE_TABLE_ID}",
"cachedResultUrl": "https://airtable.com/{YOUR_AIRTABLE_BASE_ID}/{YOUR_AIRTABLE_TABLE_ID}",
"cachedResultName": "expense management"
},
"options": {},
"operation": "search"
},
"typeVersion": 2.1
},
{
"id": "6bd50650-7226-48ad-afe3-c2493e6c50f8",
"name": "如果",
"type": "n8n-nodes-base.if",
"position": [
700,
1120
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "dd2d7985-b436-4213-a3b9-56916c8f59b4",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.Status }}",
"rightValue": "Approved"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "2d50d1e9-8c4c-4dff-91cb-d39d0c1d0237",
"name": "无操作,不执行任何操作",
"type": "n8n-nodes-base.noOp",
"position": [
1580,
1580
],
"parameters": {},
"typeVersion": 1
},
{
"id": "5edab364-f81e-47e3-8da4-601b84b3ac19",
"name": "下载文件",
"type": "n8n-nodes-base.httpRequest",
"position": [
1560,
780
],
"parameters": {
"url": "={{ $json['Receipt URL'] }}",
"options": {
"response": {
"response": {
"responseFormat": "file",
"outputPropertyName": "=Receipt"
}
}
}
},
"typeVersion": 4.2
},
{
"id": "84784657-8fad-4e60-aa32-bdf75255ac2f",
"name": "合并",
"type": "n8n-nodes-base.merge",
"position": [
2800,
760
],
"parameters": {
"mode": "combine",
"options": {},
"combineBy": "combineByPosition"
},
"typeVersion": 3.2
},
{
"id": "02450b3c-81fa-4159-a910-730365a05dfd",
"name": "更新记录",
"type": "n8n-nodes-base.airtable",
"position": [
3840,
760
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "{YOUR_AIRTABLE_BASE_ID}",
"cachedResultUrl": "https://airtable.com/{YOUR_AIRTABLE_BASE_ID}",
"cachedResultName": "airtable_expenses_dummy.csv"
},
"table": {
"__rl": true,
"mode": "list",
"value": "{YOUR_AIRTABLE_TABLE_ID}",
"cachedResultUrl": "https://airtable.com/{YOUR_AIRTABLE_BASE_ID}/{YOUR_AIRTABLE_TABLE_ID}",
"cachedResultName": "expense management"
},
"columns": {
"value": {
"id": "={{ $('Search records').item.json.id }}",
"Status": "Done"
},
"schema": [
{
"id": "id",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "id",
"defaultMatch": true
},
{
"id": "Status",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Status",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Receipt URL",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Receipt URL",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Amount",
"type": "number",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Amount",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Date",
"type": "dateTime",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Memo",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Memo",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "QBO Vendor ID",
"type": "number",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "QBO Vendor ID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "QBO Expense Account ID",
"type": "number",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "QBO Expense Account ID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "QBO Payment Account ID",
"type": "number",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "QBO Payment Account ID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Category",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Category",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Created",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Created",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Receipt Type",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Receipt Type",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Customer",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Customer",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"id"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "update"
},
"typeVersion": 2.1
},
{
"id": "cb4a1747-f86b-427a-8325-113315392775",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-320,
1300
],
"parameters": {
"color": 3,
"width": 500,
"height": 300,
"content": "### 步骤 1:Airtable 触发器 🚦📋"
},
"typeVersion": 1
},
{
"id": "d3c122f4-ce1a-4968-b57a-f8fa3ad261eb",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
60,
780
],
"parameters": {
"width": 460,
"height": 300,
"content": "### 步骤 2:Airtable 搜索记录 🔍📋"
},
"typeVersion": 1
},
{
"id": "2bc54880-2d88-41e6-9327-37dd97da3689",
"name": "便签 2",
"type": "n8n-nodes-base.stickyNote",
"position": [
500,
1280
],
"parameters": {
"color": 4,
"width": 500,
"height": 340,
"content": "### 步骤 3:状态检查(If 节点)✅❌"
},
"typeVersion": 1
},
{
"id": "111d0402-84f5-4f09-b78d-b5b9ead43713",
"name": "便签 3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1420,
1260
],
"parameters": {
"width": 440,
"height": 300,
"content": "### 优雅退出(No-Op 节点)🛑✨"
},
"typeVersion": 1
},
{
"id": "b9847915-663e-4ec6-b815-71b09d28e687",
"name": "便签 4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1360,
440
],
"parameters": {
"color": 6,
"width": 480,
"height": 300,
"content": "### 步骤 4:从收据 URL 下载文件(HTTP 请求)📥💻"
},
"typeVersion": 1
},
{
"id": "6c6f6ede-b978-4351-abe3-cc6226ebc746",
"name": "QBO-创建费用",
"type": "n8n-nodes-base.httpRequest",
"position": [
2220,
460
],
"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",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "quickBooksOAuth2Api"
},
"typeVersion": 4.2
},
{
"id": "d6f91071-2044-4c56-b940-962a63765b60",
"name": "QBO-上传文件",
"type": "n8n-nodes-base.httpRequest",
"position": [
3320,
760
],
"parameters": {
"url": "https://sandbox-quickbooks.api.intuit.com/v3/company/{YOUR_QUICKBOOKS_COMPANY_ID}/upload?minorversion=65",
"method": "POST",
"options": {
"response": {
"response": {
"responseFormat": "json"
}
}
},
"sendBody": true,
"contentType": "multipart-form-data",
"authentication": "predefinedCredentialType",
"bodyParameters": {
"parameters": [
{
"name": "file_content_01",
"parameterType": "formBinaryData",
"inputDataFieldName": "Receipt"
}
]
},
"nodeCredentialType": "quickBooksOAuth2Api"
},
"typeVersion": 4.2
},
{
"id": "b12dc68f-ef24-42a7-801c-54d03e729b67",
"name": "便签 5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2060,
100
],
"parameters": {
"color": 5,
"width": 440,
"height": 300,
"content": "**步骤 5 - 在 QuickBooks 中创建费用 (QBO) 💸🧾**"
},
"typeVersion": 1
},
{
"id": "e0617428-57bd-4fd6-b4cd-afec5931f363",
"name": "便签6",
"type": "n8n-nodes-base.stickyNote",
"position": [
2640,
920
],
"parameters": {
"width": 480,
"height": 340,
"content": "### 步骤 6:合并费用和文件数据节点 🔗📂"
},
"typeVersion": 1
},
{
"id": "21f9dc2b-852c-43eb-9600-beb33c567bf7",
"name": "便签7",
"type": "n8n-nodes-base.stickyNote",
"position": [
3120,
500
],
"parameters": {
"color": 3,
"width": 480,
"height": 240,
"content": "### 步骤 7:上传文件到 QuickBooks (QBO 上传) 📤🧾"
},
"typeVersion": 1
},
{
"id": "5e7976bb-8812-407b-b79e-a67f2462e07c",
"name": "便签8",
"type": "n8n-nodes-base.stickyNote",
"position": [
3680,
940
],
"parameters": {
"color": 4,
"width": 480,
"height": 300,
"content": "### 步骤 8:更新 Airtable 记录状态 ✏️✅"
},
"typeVersion": 1
},
{
"id": "f270dc7e-492a-4f23-9f65-f4658c3aedde",
"name": "### 替换 Airtable 连接",
"type": "n8n-nodes-base.stickyNote",
"position": [
-180,
20
],
"parameters": {
"color": 3,
"width": 600,
"height": 440,
"content": "### 先决条件 ⚙️🔗"
},
"typeVersion": 1
},
{
"id": "a356ca74-915c-4349-9d68-c1a03cdc58f8",
"name": "便签10",
"type": "n8n-nodes-base.stickyNote",
"position": [
1500,
1800
],
"parameters": {
"width": 440,
"height": 300,
"content": "### 联系我们"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "71973fac-b373-4884-b5d0-f70497f5c2cb",
"connections": {
"If": {
"main": [
[
{
"node": "Download File",
"type": "main",
"index": 0
}
],
[
{
"node": "No Operation, do nothing",
"type": "main",
"index": 0
}
]
]
},
"Merge": {
"main": [
[
{
"node": "QBO-Upload File",
"type": "main",
"index": 0
}
]
]
},
"Download File": {
"main": [
[
{
"node": "QBO-Create Expense",
"type": "main",
"index": 0
},
{
"node": "Merge",
"type": "main",
"index": 1
}
]
]
},
"Search records": {
"main": [
[
{
"node": "If",
"type": "main",
"index": 0
}
]
]
},
"QBO-Upload File": {
"main": [
[
{
"node": "Update record",
"type": "main",
"index": 0
}
]
]
},
"Airtable Trigger": {
"main": [
[
{
"node": "Search records",
"type": "main",
"index": 0
}
]
]
},
"QBO-Create Expense": {
"main": [
[
{
"node": "Merge",
"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?
高级 - 发票处理, 多模态 AI
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。
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节点数量20
分类2
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作者
Intuz
@intuzWorkflow automation can help automate your routine activities and help saves $$$, as well as hours of time. As a boutique tech consulting company, Intuz help businesses with custom AI/ML, AI Workflow Automations, and software development. Automate your business workflow for: Sales Marketing Accounting Finance Operations E-Commerce Customer Support Admin & Backoffice Logistics & Supply Chain
外部链接
在 n8n.io 查看 →
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