Flow (quick Books)

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 →

{
  "schemaVersion": 1,
  "trigger": {
    "id": "t_first_of_month",
    "type": "cron",
    "graphCoordinates": {
      "x": 0,
      "y": 0
    },
    "appEvent": "cron.tick",
    "options": {
      "schedule": "0 6 1 * *",
      "enabled": true
    }
  },
  "nodes": [
    {
      "id": "n_cron",
      "name": "1st @ 06:00",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1,
      "position": [
        0,
        0
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "0 6 1 * *"
            }
          ]
        }
      }
    },
    {
      "id": "n_tb",
      "name": "Fetch Trial Balance",
      "type": "n8n-nodes-base.quickBooks",
      "typeVersion": 1,
      "position": [
        240,
        0
      ],
      "parameters": {
        "resource": "report",
        "operation": "trialBalance"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "id": "n_variance",
      "name": "Variance Check",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        480,
        0
      ],
      "parameters": {
        "language": "javaScript",
        "jsCode": "const rows = $input.first().json.Rows?.Row || []; const variance = rows.some(r => Math.abs(Number(r.ColData?.[1]?.value ?? 0) - Number(r.ColData?.[2]?.value ?? 0)) > 1000); return [{ json: { variance } }];"
      }
    },
    {
      "id": "n_if",
      "name": "Variance > threshold?",
      "type": "n8n-nodes-base.if",
      "typeVersion": 2,
      "position": [
        720,
        0
      ],
      "parameters": {
        "conditions": {
          "boolean": [
            {
              "value1": "={{ $json.variance }}",
              "value2": true
            }
          ]
        }
      }
    },
    {
      "id": "n_slack_alert",
      "name": "Slack #finance-close (alert)",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 2,
      "position": [
        960,
        -120
      ],
      "parameters": {
        "resource": "message",
        "operation": "post",
        "channel": "#finance-close",
        "text": "Variance detected in trial balance."
      },
      "credentials": {
        "slackApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "id": "n_email",
      "name": "Email Controller",
      "type": "n8n-nodes-base.sendGrid",
      "typeVersion": 1,
      "position": [
        960,
        0
      ],
      "parameters": {
        "resource": "mail",
        "operation": "send",
        "fromEmail": "finance@example.com",
        "toEmail": "controller@example.com",
        "subject": "Variance in monthly close",
        "content": "Please review."
      },
      "credentials": {
        "sendGridApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "id": "n_slack_ok",
      "name": "Slack #finance-close (ok)",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 2,
      "position": [
        960,
        200
      ],
      "parameters": {
        "resource": "message",
        "operation": "post",
        "channel": "#finance-close",
        "text": "Monthly close looks clean."
      },
      "credentials": {
        "slackApi": {
          "name": "<your credential>"
        }
      }
    }
  ],
  "connections": {
    "n_cron": {
      "main": [
        [
          {
            "node": "n_tb",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "n_tb": {
      "main": [
        [
          {
            "node": "n_variance",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "n_variance": {
      "main": [
        [
          {
            "node": "n_if",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "n_if": {
      "true": [
        [
          {
            "node": "n_slack_alert",
            "type": "main",
            "index": 0
          },
          {
            "node": "n_email",
            "type": "main",
            "index": 0
          }
        ]
      ],
      "false": [
        [
          {
            "node": "n_slack_ok",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "groups": [
    {
      "id": "g_main",
      "title": "Main",
      "graphCoordinates": {
        "x": 0,
        "y": 0
      },
      "blockIds": [
        "n_cron",
        "n_tb",
        "n_variance",
        "n_if",
        "n_slack_alert",
        "n_email",
        "n_slack_ok"
      ]
    }
  ],
  "variables": [],
  "events": [],
  "settings": {
    "executionOrder": "v1"
  }
}

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.

• quickBooksOAuth2Api
• sendGridApi
• slackApi

About this workflow

Flow. Uses quickBooks, slack, sendGrid. Scheduled trigger; 7 nodes.

Source: https://github.com/shaktisingh204/wachat/blob/b8e2faf654de7b4567d54c9356576754107c78fd/templates/quickbooks-monthly-close/flow.json — original creator credit. Request a take-down →

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