AppUnits AI This workflow corresponds to n8n.io template #9642 — we link there as the canonical source.
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": "9JbuwG2cZQVIvUHn",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Generate Invoices for Customers with Jotform and QuickBooks",
"tags": [],
"nodes": [
{
"id": "4f6366d5-b755-4bec-83eb-482efdba74a3",
"name": "Receive form submission",
"type": "n8n-nodes-base.webhook",
"position": [
-464,
0
],
"parameters": {
"path": "requests",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2.1
},
{
"id": "6d770cb0-0b36-484c-9c58-46afe7a4bb8a",
"name": "If",
"type": "n8n-nodes-base.if",
"position": [
320,
0
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "bfa24559-7702-4ebf-909d-c5c2a60ad817",
"operator": {
"type": "object",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json }}",
"rightValue": 0
},
{
"id": "b4301cfe-a22a-490f-a72b-50d266bc1c5e",
"operator": {
"type": "string",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json.Id }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "4391d022-ce12-41ab-ab4b-c35143f6ac38",
"name": "Get the product",
"type": "n8n-nodes-base.quickbooks",
"position": [
1248,
0
],
"parameters": {
"limit": 1,
"filters": {
"query": "=WHERE name = '{{ $json.item.name }}'"
},
"resource": "item",
"operation": "getAll"
},
"credentials": {
"quickBooksOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "b13d423b-9fe9-44d2-ac74-93b193a5de1b",
"name": "Create the invoice",
"type": "n8n-nodes-base.quickbooks",
"position": [
1856,
0
],
"parameters": {
"Line": [
{
"Amount": 1,
"itemId": "={{ $json.item.id }}",
"DetailType": "SalesItemLineDetail",
"Description": "Jotform submission"
}
],
"resource": "invoice",
"operation": "create",
"CustomerRef": "={{ $json.customer.id }}",
"additionalFields": {}
},
"credentials": {
"quickBooksOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "08437c34-4454-4690-a752-d011945caf5a",
"name": "Send the invoice",
"type": "n8n-nodes-base.quickbooks",
"position": [
2160,
0
],
"parameters": {
"email": "={{ $('Add item id').item.json.customer.email }}",
"resource": "invoice",
"invoiceId": "={{ $json.Id }}",
"operation": "send"
},
"credentials": {
"quickBooksOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "b0b10282-e6a3-459b-ae3d-23a4aeec885b",
"name": "Check if the customer exists",
"type": "n8n-nodes-base.quickbooks",
"position": [
112,
0
],
"parameters": {
"limit": 1,
"filters": {
"query": "=Where PrimaryEmailAddr = '{{ $json.customer.email }}'"
},
"operation": "getAll"
},
"credentials": {
"quickBooksOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "db4fa3c0-89fd-48b6-b2f4-c5e1e188e622",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-544,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Receive Submission\nReceives the product/service form submission from Jotform"
},
"typeVersion": 1
},
{
"id": "6b756b11-0a93-4df7-b8fb-82c65057c6c6",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
64,
-112
],
"parameters": {
"color": 7,
"width": 400,
"height": 320,
"content": "## Check If Customer exists \nChecks if the customer exists in QBO or not"
},
"typeVersion": 1
},
{
"id": "c7e5987a-8bf2-4651-becb-70bf5b039b14",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
-336
],
"parameters": {
"color": 7,
"width": 304,
"height": 336,
"content": "## Customer Exists\nNow since the customer exists we will update the customer details like updating the billing details with the new one"
},
"typeVersion": 1
},
{
"id": "8f1d632d-cf26-4bb2-80e9-c019cde28bdb",
"name": "Create the customer",
"type": "n8n-nodes-base.quickbooks",
"position": [
608,
176
],
"parameters": {
"operation": "create",
"displayName": "=",
"additionalFields": {
"BillAddr": {
"details": {
"City": "={{ $('Format data').item.json.address.city }}",
"Line1": "={{ $('Format data').item.json.address.line1 }}",
"PostalCode": "={{ $('Format data').item.json.address.postalZipCode }}"
}
},
"GivenName": "={{ $('Format data').item.json.customer.name }}",
"PrimaryPhone": "={{ $('Format data').item.json.customer.phone }}",
"PrimaryEmailAddr": "={{ $('Format data').item.json.customer.email }}"
}
},
"credentials": {
"quickBooksOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "d3f307c0-6e27-4212-bd2c-ab585a6ac095",
"name": "Update the customer",
"type": "n8n-nodes-base.quickbooks",
"position": [
608,
-192
],
"parameters": {
"operation": "update",
"customerId": "={{ $json.Id }}",
"updateFields": {
"BillAddr": {
"details": {
"City": "={{ $('Format data').item.json.address.city }}",
"Line1": "={{ $('Format data').item.json.address.line1 }}",
"PostalCode": "={{ $('Format data').item.json.address.postalZipCode }}"
}
},
"GivenName": "={{ $('Format data').item.json.customer.name }}",
"PrimaryPhone": "={{ $('Format data').item.json.customer.phone }}"
}
},
"credentials": {
"quickBooksOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "74f2a7f2-35bf-43e0-979b-6032cca27c40",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
48
],
"parameters": {
"color": 7,
"width": 304,
"height": 320,
"content": "## Customer Doesn't Exist\nNow since the customer doesn't exist we will create new customer"
},
"typeVersion": 1
},
{
"id": "b8ea9c7a-f469-4a6d-99c5-3b4b952368b6",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1168,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Get The Item\nGets the selected product/service from QBO"
},
"typeVersion": 1
},
{
"id": "b1744ed2-7b32-4858-ad4d-1156594d54cd",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1776,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Create The Invoice\nCreates a new invoice for that customer"
},
"typeVersion": 1
},
{
"id": "0cb2eea2-6239-47fb-9ec3-41ffd9bf3c41",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
2080,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Send The Invoice\nSends the newly created invoice for that customer(via email)"
},
"typeVersion": 1
},
{
"id": "b20793cf-e29a-4fe4-a7b9-72c8d8311820",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1328,
-416
],
"parameters": {
"width": 736,
"height": 880,
"content": "## Generate Invoices for Customers with Jotform and QuickBooks \nThis workflow automates the entire process of receiving a product/service order, checking or creating a customer in **QuickBooks Online (QBO)**, generating an invoice, and emailing it \u2014 all triggered by a form submission (via **Jotform**).\n\n## How It Works\n### 1- Receive Submission\n* Triggered when a user submits a form.\n* Collects data like customer details, selected product/service, etc.\n\n### 2- Check If Customer Exists\n* Searches QBO to determine if the customer already exists.\n* \u2705 **If Customer Exists:** **Update** customer details (e.g., billing address).\n* \u274c **If Customer Doesn\u2019t Exist:** **Create** a new customer in QBO.\n\n### 3- Get The Item\n* Retrieves the selected product or service from QBO.\n\n### 4- Create The Invoice\n* Generates a new invoice for the customer using the item selected.\n\n### 5. Send The Invoice\n* Automatically sends the invoice via email to the customer.\n\n## Who Can Benefit from This Workflow?\n* **Freelancers**\n* **Service Providers**\n* **Consultants & Coaches**\n* **Small Businesses**\n* **E-commerce or Custom Product Sellers**\n\n## Requirements\n- Jotform webhook setup, more info [here](https://www.jotform.com/help/245-how-to-setup-a-webhook-with-jotform/)\n- QuickBooks Online credentials, more info [here](https://developer.intuit.com/app/developer/qbo/docs/get-started/get-client-id-and-client-secret)"
},
"typeVersion": 1
},
{
"id": "c35659b4-98f2-4b24-882b-7820329962f3",
"name": "Sticky Note8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Format Data\nFormats the data thus making it easier to be used in other nodes"
},
"typeVersion": 1
},
{
"id": "777c7f53-c2c7-486f-8b39-3a545dc15838",
"name": "Format data",
"type": "n8n-nodes-base.code",
"position": [
-160,
0
],
"parameters": {
"jsCode": "function extractAddressData(text) {\n const regex = /Street Address:\\s*([^<]+)<br>Street Address Line 2:\\s*([^<]+)<br>City:\\s*([^<]+)<br>State \\/ Province:\\s*([^<]+)<br>Postal \\/ Zip Code:\\s*([^<]+)<br>Country:\\s*([^<]+)<br>/;\n const matches = text.match(regex);\n \n if (matches) {\n return {\n line1: matches[1].trim(),\n line2: matches[2].trim(),\n city: matches[3].trim(),\n stateProvince: matches[4].trim(),\n postalZipCode: matches[5].trim(),\n country: matches[6].trim()\n };\n }\n \n return {\n line1: null,\n line2: null,\n city: null,\n stateProvince: null,\n postalZipCode: null,\n country: null\n }\n}\n\nreturn {\n address: extractAddressData($input.first().json.body.billingAddress),\n customer: {\n name: $input.first().json.body.name,\n email: $input.first().json.body.email,\n phone: $input.first().json.body.phone\n },\n item: {\n name: $input.first().json.body.itemName\n }\n}"
},
"typeVersion": 2
},
{
"id": "b7e7db5f-40e5-4d88-a7fe-508dbe49619f",
"name": "Sticky Note9",
"type": "n8n-nodes-base.stickyNote",
"position": [
864,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Add Customer Id\nAdds customer id to the data"
},
"typeVersion": 1
},
{
"id": "ab0a3406-5106-4c82-b4b9-3972a7ac630d",
"name": "Add customer id",
"type": "n8n-nodes-base.code",
"position": [
944,
0
],
"parameters": {
"jsCode": "return {\n ...$('Format data').first().json,\n customer: {\n ...$('Format data').first().json.customer,\n id: $input.first().json.Id\n }\n}"
},
"typeVersion": 2
},
{
"id": "7167d106-716c-4d5c-bfdc-3d7905523644",
"name": "Sticky Note10",
"type": "n8n-nodes-base.stickyNote",
"position": [
1472,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Add Item Id\nAdds item (service/product) id to the data"
},
"typeVersion": 1
},
{
"id": "a7aff86c-425b-424c-ac2e-135176e43a40",
"name": "Add item id",
"type": "n8n-nodes-base.code",
"position": [
1552,
0
],
"parameters": {
"jsCode": "return {\n ...$('Add customer id').first().json,\n item: {\n ...$('Add customer id').first().json.item,\n id: $input.first().json.Id\n }\n}"
},
"typeVersion": 2
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "471906c5-a3fb-4975-8a45-800eab74c62f",
"connections": {
"If": {
"main": [
[
{
"node": "Update the customer",
"type": "main",
"index": 0
}
],
[
{
"node": "Create the customer",
"type": "main",
"index": 0
}
]
]
},
"Add item id": {
"main": [
[
{
"node": "Create the invoice",
"type": "main",
"index": 0
}
]
]
},
"Format data": {
"main": [
[
{
"node": "Check if the customer exists",
"type": "main",
"index": 0
}
]
]
},
"Add customer id": {
"main": [
[
{
"node": "Get the product",
"type": "main",
"index": 0
}
]
]
},
"Get the product": {
"main": [
[
{
"node": "Add item id",
"type": "main",
"index": 0
}
]
]
},
"Create the invoice": {
"main": [
[
{
"node": "Send the invoice",
"type": "main",
"index": 0
}
]
]
},
"Create the customer": {
"main": [
[
{
"node": "Add customer id",
"type": "main",
"index": 0
}
]
]
},
"Update the customer": {
"main": [
[
{
"node": "Add customer id",
"type": "main",
"index": 0
}
]
]
},
"Receive form submission": {
"main": [
[
{
"node": "Format data",
"type": "main",
"index": 0
}
]
]
},
"Check if the customer exists": {
"main": [
[
{
"node": "If",
"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.
quickBooksOAuth2Api
Pro
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About this workflow
This workflow automates the entire process of receiving a product/service order, checking or creating a customer in QuickBooks Online (QBO), generating an invoice, and emailing it — all triggered by a form submission (via Jotform). Receive Submission Triggered when a user…
Source: https://n8n.io/workflows/9642/ — original creator credit. Request a take-down →
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