Automated Monthly QuickBooks Customer Export to Google Sheets
Pulls QuickBooks Online customer data (ID, balance, email) monthly and appends to Google Sheets with period marker for easy tracking.
This workflow automates the export of customer data from QuickBooks Online to a Google Sheet on a monthly schedule at 08:00. It fetches all customers, prepares a lean dataset including a generated period (YYYY-MM), customer ID, balance, and email, then appends new rows to the specified sheet. This provides a quick, historical view of outstanding balances without manual intervention.
Key benefits include effortless monitoring of who owes what each month, simplifying finance and sales team report
- Platform
- n8n
- Category
- Finance
- Price
- $9.99
- Creator
- Jose Maurino
- QuickBooks
- Google Sheets
- Finance
- Export
- Customers
- Reporting
- Automation
- ERP
- Schedule
- AR Aging
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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