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Gmail과 QuickBooks Online 워크플로우

중급

이것은Invoice Processing, Multimodal AI분야의자동화 워크플로우로, 11개의 노드를 포함합니다.주로 Gmail, GmailTrigger, ScheduleTrigger 등의 노드를 사용하며. Gmail과 QuickBooks Online 워크플로우

사전 요구사항
  • Google 계정 및 Gmail API 인증 정보
워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
  "meta": {
    "instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "030584dd-ad50-49e3-a12e-49ccd867ae8c",
      "name": "매일 오전 8시",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -80,
        0
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "triggerAtHour": 8
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "6b5f5472-b602-4775-b010-5b5a0fe77be5",
      "name": "새 영수증 이메일 수신",
      "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": "이메일에서 새 영수증 가져오기",
      "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": "영수증을 QBO로 전달",
      "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": "기존 레이블 제거",
      "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": "\"처리됨\" 레이블 추가",
      "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": "스티키 노트7",
      "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": "스티키 노트",
      "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": "스티키 노트1",
      "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": "스티키 노트2",
      "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": "스티키 노트3",
      "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": [
        [
          {
            "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": [
        [
          {
            "node": "2c05914d-8b61-4449-b55f-fe280939446c",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "bbd5cdaf-905a-4f5d-abb8-ff736e4b5aa9": {
      "main": [
        [
          {
            "node": "6f5e3ebf-fef1-4508-be4e-0e7d9f106c01",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "6b5f5472-b602-4775-b010-5b5a0fe77be5": {
      "main": [
        [
          {
            "node": "bbd5cdaf-905a-4f5d-abb8-ff736e4b5aa9",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
자주 묻는 질문

이 워크플로우를 어떻게 사용하나요?

위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.

이 워크플로우는 어떤 시나리오에 적합한가요?

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