Gmail und QuickBooks Online Arbeitsablauf

Fortgeschritten

Dies ist ein Invoice Processing, Multimodal AI-Bereich Automatisierungsworkflow mit 11 Nodes. Hauptsächlich werden Gmail, GmailTrigger, ScheduleTrigger und andere Nodes verwendet. Gmail zu QuickBooks Online Workflow

Voraussetzungen
  • Google-Konto + Gmail API-Anmeldedaten
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "meta": {
    "instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "030584dd-ad50-49e3-a12e-49ccd867ae8c",
      "name": "Jeden Tag um 8 Uhr",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -80,
        0
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "triggerAtHour": 8
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "6b5f5472-b602-4775-b010-5b5a0fe77be5",
      "name": "Neue E-Mail-Quittung erhalten",
      "type": "n8n-nodes-base.gmailTrigger",
      "position": [
        -80,
        -192
      ],
      "parameters": {
        "filters": {
          "labelIds": [
            "Label_1709246557347095595"
          ]
        },
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        }
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "BTMobileGTA Gmail"
        }
      },
      "typeVersion": 1.3
    },
    {
      "id": "bbd5cdaf-905a-4f5d-abb8-ff736e4b5aa9",
      "name": "Neue Quittung aus E-Mail abrufen",
      "type": "n8n-nodes-base.gmail",
      "position": [
        176,
        -96
      ],
      "webhookId": "449f7eea-0be5-4d86-a254-ef047b9f8d67",
      "parameters": {
        "simple": false,
        "filters": {
          "labelIds": [
            "Label_1709246557347095595"
          ]
        },
        "options": {},
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "BTMobileGTA Gmail"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "6f5e3ebf-fef1-4508-be4e-0e7d9f106c01",
      "name": "Quittung an QBO weiterleiten",
      "type": "n8n-nodes-base.gmail",
      "position": [
        416,
        -96
      ],
      "webhookId": "0a979bd8-edd5-468e-8eab-4a914e2f80c3",
      "parameters": {
        "sendTo": "user@qbodocs.com",
        "message": "={{ $json.html }}",
        "options": {
          "appendAttribution": false
        },
        "subject": "Email Receipt"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "BTMobileGTA Gmail"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "2c05914d-8b61-4449-b55f-fe280939446c",
      "name": "Altes Label entfernen",
      "type": "n8n-nodes-base.gmail",
      "position": [
        656,
        -96
      ],
      "webhookId": "722818d7-391e-428b-b173-fe5bb744f54c",
      "parameters": {
        "labelIds": [
          "Label_1709246557347095595"
        ],
        "messageId": "={{ $('Get New Receipt from Email').item.json.id }}",
        "operation": "removeLabels"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "BTMobileGTA Gmail"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "1cab2ebf-4f27-401c-a65e-d98486d367e7",
      "name": "Label \"Verarbeitet\" hinzufügen",
      "type": "n8n-nodes-base.gmail",
      "position": [
        864,
        -96
      ],
      "webhookId": "0bf6f5ce-90be-4789-9e1f-415988c600c3",
      "parameters": {
        "labelIds": [
          "Label_3375203355533515697"
        ],
        "messageId": "={{ $('Get New Receipt from Email').item.json.id }}",
        "operation": "addLabels"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "BTMobileGTA Gmail"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "5645be8e-7cfc-47be-b492-9901877fb0d5",
      "name": "Kurznotiz7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -928,
        -752
      ],
      "parameters": {
        "width": 736,
        "height": 1328,
        "content": "## Automatically Forward Email Receipts to QuickBooks Online\n\n## What It Does  \nAre you tired of manually uploading email receipts to QuickBooks Online (QBO)? Are your email forwarding rules difficult to set up or unreliable? This n8n workflow automatically forwards your email receipts to QuickBooks Online with minimal configuration.\n\n## Example Use Cases  \n- Online purchase and subscription receipts  \n- E-transfer confirmations  \n- Bills and invoices received from suppliers  \n- Expense reports sent by vendors  \n- Payment confirmation emails\n- Send other people's emails to QBO, bypassing the forwarding restrictions\n\n## Prerequisites  \nTo use this workflow, you'll need:  \n- A Gmail account with credentials configured in n8n  \n- QuickBooks Online account with receipt forwarding enabled  \n\n## How to Set Up Gmail  \n1. Search for emails that contain receipts (e.g., subject contains \"Interac E-transfer\")  \n2. Create a Gmail filter that automatically applies a specific label to those emails (e.g., \"New E-Transfer\")  \n3. Create another label for processed emails to prevent duplicate processing (e.g., \"Processed\")  \n\n## How It Works  \n1. **Trigger:** The workflow runs when a new receipt is received; a scheduled trigger acts as a failsafe to catch missed emails.  \n2. The first Gmail node retrieves emails with the \"new receipt\" label.  \n3. The second Gmail node forwards the exact email contents to QuickBooks Online, mimicking a forwarded email.  \n4. The workflow removes the original \"new receipt\" label and applies the \"processed\" label to avoid duplicate forwarding.  \n\n## How to Use  \n- Configure each Gmail node with your Gmail credentials in n8n.  \n- Enter your QuickBooks Online receipt forwarding email address in the second Gmail node (e.g., example@qbdocs.com).  \n- Set up the appropriate labels in each Gmail node to match your Gmail filter and workflow logic.  \n\n## Customization Options  \n- Modify the Gmail nodes to download and forward attachments if necessary.  \n- Create separate workflows for different types of emails; for example, include vendor information in the subject line (e.g., \"Your Instacart Order Receipt\") to help QuickBooks categorize expenses.  \n- Add error handling and notifications to monitor workflow execution.  \n\n## Why It's Useful  \n- Saves time by automating manual forwarding of receipts to QuickBooks Online.  \n- Reduces errors and missed receipts that can occur with manual processing.  \n- Keeps your QuickBooks records up-to-date automatically.  \n- Provides a scalable solution for handling various receipt types and vendors.  \n- Easily customizable to fit your specific email and accounting workflows.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "214f3e76-bad5-485e-a093-e302642c7adf",
      "name": "Kurznotiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        112,
        -192
      ],
      "parameters": {
        "color": 7,
        "width": 224,
        "height": 288,
        "content": "This node will look for emails with the label you've selected"
      },
      "typeVersion": 1
    },
    {
      "id": "813e7187-18e0-4d52-b39c-142de6041603",
      "name": "Kurznotiz1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        352,
        -192
      ],
      "parameters": {
        "color": 7,
        "width": 224,
        "height": 288,
        "content": "Please setup your QBO forwarding address here"
      },
      "typeVersion": 1
    },
    {
      "id": "a50aac4a-8fb7-457b-a3dc-55879f50c547",
      "name": "Kurznotiz2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        592,
        -192
      ],
      "parameters": {
        "color": 7,
        "width": 448,
        "height": 288,
        "content": "This process prevents duplicate emails from being sent to QBO"
      },
      "typeVersion": 1
    },
    {
      "id": "3d24c1e3-e40d-4f05-baff-7b5e34bec23b",
      "name": "Kurznotiz3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -160,
        -352
      ],
      "parameters": {
        "color": 7,
        "width": 256,
        "height": 512,
        "content": "The workflow executes when a new email with the matching label is received.\n\nA failsafe checks for emails that may have been missed"
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "030584dd-ad50-49e3-a12e-49ccd867ae8c": {
      "main": [
        [
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            "node": "bbd5cdaf-905a-4f5d-abb8-ff736e4b5aa9",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "2c05914d-8b61-4449-b55f-fe280939446c": {
      "main": [
        [
          {
            "node": "1cab2ebf-4f27-401c-a65e-d98486d367e7",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "6f5e3ebf-fef1-4508-be4e-0e7d9f106c01": {
      "main": [
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            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "bbd5cdaf-905a-4f5d-abb8-ff736e4b5aa9": {
      "main": [
        [
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    "6b5f5472-b602-4775-b010-5b5a0fe77be5": {
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    }
  }
}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Fortgeschritten - Rechnungsverarbeitung, Multimodales KI

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Workflow-Informationen
Schwierigkeitsgrad
Fortgeschritten
Anzahl der Nodes11
Kategorie2
Node-Typen4
Schwierigkeitsbeschreibung

Für erfahrene Benutzer, mittelkomplexe Workflows mit 6-15 Nodes

Externe Links
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Kategorien

Kategorien: 34