Intuz This workflow corresponds to n8n.io template #7273 — we link there as the canonical source.
The workflow JSON
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{
"id": "9pEgr7vVvXPDtNdZ",
"name": "Automate Quickbook Customer & Estimation Creation",
"tags": [],
"nodes": [
{
"id": "4cf9b22e-5514-4e34-9cb3-ed66411e6de0",
"name": "Set - normalize fields",
"type": "n8n-nodes-base.set",
"position": [
540,
980
],
"parameters": {
"values": {
"number": [
{
"name": "Amount",
"value": "={{$json.Amount }}"
}
],
"string": [
{
"name": "CustomerName",
"value": "={{$json['CustomerName']}}"
},
{
"name": "Email",
"value": "={{$json['Email']}}"
},
{
"name": "Phone",
"value": "={{$json['Phone']}}"
},
{
"name": "Company Name",
"value": "={{$json['Company Name']}}"
}
]
},
"options": {}
},
"typeVersion": 1
},
{
"id": "bd6f49f4-27ec-4a52-afe3-453863d0a785",
"name": "QuickBooks - Find Customer",
"type": "n8n-nodes-base.quickbooks",
"position": [
1020,
980
],
"parameters": {
"limit": 500,
"filters": {
"query": "=WHERE DisplayName = '{{ $json.CustomerName }}'\n\n"
},
"operation": "getAll"
},
"typeVersion": 1,
"alwaysOutputData": true
},
{
"id": "82e53cdc-6e3b-4df0-8f05-8b5802d97d69",
"name": "IF - Customer exists?",
"type": "n8n-nodes-base.if",
"position": [
1460,
980
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{ $json[\"Id\"] }}",
"operation": "isEmpty"
}
]
}
},
"typeVersion": 1
},
{
"id": "8631ac1c-94a8-47a4-bc7d-601b55c4e388",
"name": "QuickBooks - Create Customer (NEW)",
"type": "n8n-nodes-base.quickbooks",
"position": [
1960,
640
],
"parameters": {
"operation": "create",
"displayName": "={{ $('Google Sheets Trigger').item.json.CustomerName }}",
"additionalFields": {
"CompanyName": "={{ $('Google Sheets Trigger').item.json['Company Name'] }}",
"PrimaryPhone": "={{ $('Google Sheets Trigger').item.json.Phone }}",
"PrimaryEmailAddr": "={{ $('Google Sheets Trigger').item.json.Email }}"
}
},
"typeVersion": 1
},
{
"id": "52f890dd-8f40-4e8d-abd6-ae844a01f97d",
"name": "No-op (end)",
"type": "n8n-nodes-base.noOp",
"position": [
3300,
1000
],
"parameters": {},
"typeVersion": 1
},
{
"id": "f98ee27a-73e2-4625-92f0-18fd2969760f",
"name": "Google Sheets Trigger",
"type": "n8n-nodes-base.googleSheetsTrigger",
"position": [
100,
980
],
"parameters": {
"event": "rowAdded",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/{YOUR_GOOGLE_SHEETS_ID}/edit#gid=0",
"cachedResultName": "quickbooksCustomer"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "{YOUR_GOOGLE_SHEETS_ID}",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/{YOUR_GOOGLE_SHEETS_ID}/edit?usp=drivesdk",
"cachedResultName": "quickbooksCustomer"
}
},
"typeVersion": 1
},
{
"id": "8addc4c1-0f40-4e07-83fe-f11ae9706069",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-80,
640
],
"parameters": {
"color": 6,
"width": 440,
"height": 320,
"content": "### Step 1: Google Sheet Trigger \ud83d\udcca\u26a1\n\nThis node listens for new rows appended to a Google Sheet and triggers the workflow each time a new entry is added.\n\nWhy this step is important:\n\n- \u23f0 Automatically starts the workflow without manual intervention.\n- \ud83d\udcc8 Captures new data entries in real time.\n- \ud83d\udd04 Ensures your automation reacts instantly to updates in the sheet.\n\nIt\u2019s the step that keeps your workflow in sync with your Google Sheet data. \ud83d\udd14\u2728\n"
},
"typeVersion": 1
},
{
"id": "9a2cd2c2-2d58-4a82-8187-937d96f7a6bc",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
380,
1140
],
"parameters": {
"width": 480,
"height": 300,
"content": "### Step 2: Data Formatter (Set Node) \ud83d\udee0\ufe0f\ud83d\udccb\n\nThis node formats and organizes the raw data from the Google Sheet into clean, usable variables for the workflow.\n\nWhy this step is important:\n\n- \ud83e\uddf9 Cleans and structures incoming data for easier processing.\n- \ud83d\udd04 Prepares variables needed for subsequent nodes.\n- \ud83c\udfaf Ensures consistent data format throughout the workflow.\n\nIt\u2019s the step that shapes your raw input into actionable information. \u2699\ufe0f\u2728\n"
},
"typeVersion": 1
},
{
"id": "31fe85c1-e5e0-458c-9493-114ac37eb07f",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
800,
640
],
"parameters": {
"color": 3,
"width": 560,
"height": 300,
"content": "### Step 3: Find Customer in QuickBooks \ud83d\udd0d\ud83d\udc64\n\nThis node uses the **Find Customer** operation to check if a customer already exists in QuickBooks based on the name.\n\nWhy this step is important:\n\n- \u2705 Avoids duplicate customer entries.\n- \ud83d\udd0e Confirms customer presence before creating or updating records.\n- \ud83d\udccb Helps maintain clean and accurate customer data.\n\nIt\u2019s the step that verifies your customer\u2019s existence to keep your database tidy and consistent. \ud83e\uddf9\u2728\n"
},
"typeVersion": 1
},
{
"id": "532ad17a-c3a3-411d-94a6-23c68639644d",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1280,
1140
],
"parameters": {
"color": 5,
"width": 560,
"height": 360,
"content": "### Step 4: Customer Existence Check (If Node) \u2753\u2705\u274c\n\nThis node evaluates whether the customer exists based on the previous **Find Customer** step.\n\n- **True:** Customer does **not** exist in QuickBooks.\n- **False:** Customer **already exists** in QuickBooks.\n\nWhy this step is important:\n\n- \ud83d\udd04 Directs the workflow to create a new customer or skip creation.\n- \u2699\ufe0f Ensures the right path is taken for accurate data handling.\n- \ud83d\udee1\ufe0f Prevents duplicate customer records in your system.\n\nIt\u2019s the decision point that keeps your customer data clean and your workflow efficient. \ud83d\udd00\u2728\n"
},
"typeVersion": 1
},
{
"id": "75bb775b-9f42-4502-b656-f155d4deee91",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1740,
300
],
"parameters": {
"color": 4,
"width": 540,
"height": 300,
"content": "### Step 5: Create New Customer in QuickBooks \u2795\ud83d\udc64\n\nThis node uses the **Create Customer** operation to add a new customer to QuickBooks when they don\u2019t already exist.\n\nWhy this step is important:\n\n- \ud83c\udd95 Adds missing customers automatically.\n- \ud83d\udce5 Keeps your QuickBooks customer database up-to-date.\n- \ud83d\udd17 Ensures new invoices link to the correct customer records.\n\nIt\u2019s the step that fills gaps in your customer list, making sure no one gets left out. \u270d\ufe0f\u2728\n"
},
"typeVersion": 1
},
{
"id": "fb2a8680-92e8-4a86-ba7c-c93a85a0c232",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
3140,
1180
],
"parameters": {
"color": 6,
"width": 480,
"height": 280,
"content": "### Step 7: No-Op Node \ud83d\uded1\u2728\n\nThis node acts as a **no operation** step to gracefully conclude the workflow without performing any action.\n\nWhy this step is important:\n\n- \ud83d\udee1\ufe0f Ensures a smooth and clean workflow termination.\n- \ud83d\udd04 Prevents errors by providing a controlled end point.\n- \ud83e\udde9 Helps maintain clear and organized workflow logic.\n\nIt\u2019s the final checkpoint that safely wraps up the process. \ud83c\udfac\u2705\n"
},
"typeVersion": 1
},
{
"id": "26f5e203-a313-4bcc-a7db-dcaaf10ce0fa",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-80,
300
],
"parameters": {
"color": 3,
"width": 400,
"height": 220,
"content": "### Prerequisites \u2699\ufe0f\ud83d\udd17\n\n- Connect your **Google OAuth2** credentials with both **Google Sheets** and **Google Drive** enabled.\n- Connect your **QuickBooks OAuth2** credentials.\n\nThese connections ensure seamless authentication and access to the required services throughout the workflow. \ud83d\udd10\ud83d\ude80\n"
},
"typeVersion": 1
},
{
"id": "242b1395-cbd2-414f-bccf-ab1a8921778b",
"name": "Create an estimate",
"type": "n8n-nodes-base.quickbooks",
"position": [
2860,
640
],
"parameters": {
"Line": [
{
"Amount": "={{ $('Google Sheets Trigger').item.json.Amount}}",
"itemId": "15",
"LineNum": 1,
"DetailType": "SalesItemLineDetail",
"TaxCodeRef": "TAX",
"Description": "Sales Estimate"
}
],
"resource": "estimate",
"operation": "create",
"CustomerRef": "={{ $json.Id }}",
"additionalFields": {}
},
"typeVersion": 1
},
{
"id": "6fe76106-1236-41ec-96c0-f94eec48cce8",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
2580,
340
],
"parameters": {
"color": 5,
"width": 580,
"height": 280,
"content": "### Step 6: Create Estimate in QuickBooks \ud83e\uddfe\u2728\n\nThis node uses the **Create Estimate** operation to generate an estimate in QuickBooks based on the data from the Google Sheet.\n\nWhy this step is important:\n\n- \ud83d\udcca Converts your sheet data into a formal QuickBooks estimate.\n- \ud83d\udcbc Streamlines your sales process by automating estimate creation.\n- \ud83d\udd17 Links estimates directly to customer and invoice records.\n\nIt\u2019s the step that turns raw data into actionable sales documents. \ud83d\udca1\ud83d\udcc8\n"
},
"typeVersion": 1
},
{
"id": "d02e5da2-204e-4461-bec0-815f13ab7b6e",
"name": "Sticky Note8",
"type": "n8n-nodes-base.stickyNote",
"position": [
3820,
940
],
"parameters": {
"color": 6,
"width": 520,
"height": 340,
"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
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "21e19475-1189-471a-bbfc-57b092fa82a6",
"connections": {
"Create an estimate": {
"main": [
[
{
"node": "No-op (end)",
"type": "main",
"index": 0
}
]
]
},
"Google Sheets Trigger": {
"main": [
[
{
"node": "Set - normalize fields",
"type": "main",
"index": 0
}
]
]
},
"IF - Customer exists?": {
"main": [
[
{
"node": "QuickBooks - Create Customer (NEW)",
"type": "main",
"index": 0
}
],
[
{
"node": "No-op (end)",
"type": "main",
"index": 0
}
]
]
},
"Set - normalize fields": {
"main": [
[
{
"node": "QuickBooks - Find Customer",
"type": "main",
"index": 0
}
]
]
},
"QuickBooks - Find Customer": {
"main": [
[
{
"node": "IF - Customer exists?",
"type": "main",
"index": 0
}
]
]
},
"QuickBooks - Create Customer (NEW)": {
"main": [
[
{
"node": "Create an estimate",
"type": "main",
"index": 0
}
]
]
}
}
}
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About this workflow
This workflow creates a seamless data pipeline from a Google Sheet directly into QuickBooks, automating the creation of new customers and their initial sales estimates. It’s designed to save time, reduce human error, and ensure your financial records are always up-to-date.…
Source: https://n8n.io/workflows/7273/ — original creator credit. Request a take-down →
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