Automate Quickbooks Customers & Sales Receipts Generation From a Google Sheet

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

{
  "id": "0PCgKBDaVH6uI0KX",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "Create customers & Sales Receipts in Quickbook from Google Sheet Data",
  "tags": [],
  "nodes": [
    {
      "id": "01eb09e0-1209-4614-ab15-16ee134500b4",
      "name": "Google Sheets Trigger",
      "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": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "generated-601704ef-7cbd-449a-afd3-da0f6d324ddd",
      "name": "Workflow Overview",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -580,
        -400
      ],
      "parameters": {
        "width": 800,
        "height": 280,
        "content": "## Workflow Overview\n\nThis workflow first checks if a customer from the Google Sheet already exists in QuickBooks Online using their **Customer Name** or **Email**.\n\n- If the customer **exists**, the workflow proceeds directly to the **Create Sales Receipt** step.\n- If the customer **does not exist**, a new customer is created in QuickBooks Online, and then the workflow proceeds to the **Create Sales Receipt** step."
      }
    },
    {
      "id": "generated-b0d6eeec-8888-4a1a-a47e-6e4507bd358c",
      "name": "QuickBooks Customer Check & Creation",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -200,
        200
      ],
      "parameters": {
        "color": 4,
        "width": 800,
        "height": 280,
        "content": "### QuickBooks Customer Check & Creation\n\n1.  **Check Customer Existence**: This node queries QuickBooks Online to see if a customer with the matching \"Customer Name\" or \"Email\" already exists.\n2.  **Customer Exists?**: This \"If\" node evaluates the output from \"Check Customer Existence\".\n    *   The \"True\" branch (top output) means the customer was found.\n    *   The \"False\" branch (bottom output) means the customer was not found.\n3.  **Create Customer**: This node is executed only if the \"Customer Exists?\" node's \"False\" branch is taken, meaning a new customer needs to be created in QuickBooks Online."
      }
    },
    {
      "id": "generated-2e0f8a9c-3a00-4222-997a-ccfd0dfdd357",
      "name": "Customer Exists?",
      "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": "Create Customer",
      "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": {
          "name": "<your credential>"
        }
      }
    },
    {
      "id": "generated-f97635f5-7da3-4756-9569-88abcf4259ea",
      "name": "Create Sales Receipt",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        1020,
        -20
      ],
      "parameters": {
        "resource": "payment",
        "operation": "create",
        "CustomerRef": "={{ $json.Id || $json.customer.Id }}",
        "additionalFields": {
          "TxnDate": ""
        }
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "id": "ae9dae6f-5c70-4547-8dd7-90fd4eb3b431",
      "name": "QuickBooks Customer Check & Creation1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        640,
        -380
      ],
      "parameters": {
        "color": 4,
        "width": 820,
        "height": 340,
        "content": "### Sales Receipts\n\n1.  **Check Customer Existence**: This node queries QuickBooks Online to see if a customer with the matching \"Customer Name\" or \"Email\" already exists.\n2.  **Customer Exists?**: This \"If\" node evaluates the output from \"Check Customer Existence\".\n    *   The \"True\" branch (top output) means the customer was found.\n    *   The \"False\" branch (bottom output) means the customer was not found.\n3.  **Create Customer**: This node is executed only if the \"Customer Exists?\" node's \"False\" branch is taken, meaning a new customer needs to be created in QuickBooks Online."
      },
      "typeVersion": 1
    },
    {
      "id": "0b6028de-052f-40ad-a384-c126f3d2c20a",
      "name": "Check Customer Existence",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        60,
        0
      ],
      "parameters": {
        "filters": {
          "query": "=DisplayName = '{{ $json[\"Customer Name\"] }}'"
        },
        "operation": "getAll"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "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
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• googleSheetsTriggerOAuth2Api
• quickBooksOAuth2Api

About this workflow

Simply add new transaction details to a designated Google Sheet, and this workflow takes over. Using specific status keywords in a column to trigger the process, it automatically creates new customer profiles and generates sales receipts in QuickBooks. This creates a complete,…

Source: https://n8n.io/workflows/6770/ — original creator credit. Request a take-down →

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