Automated Monthly QuickBooks Customer Export to Google Sheets

QuickBooks export customer list to Google Sheets

A small workflow that pulls your QuickBooks customer list and drops it into Google Sheets. It runs on a schedule. You can also trigger it on demand if you want to test.

What it does

1. Triggers on a monthly schedule at 08:00.
2. Fetches all customers from QuickBooks Online.
3. Prepares a small set of fields:
   • Period (YYYY-MM from the run date)
   • Id
   • Balance
   • Email
4. Appends these rows into a Google Sheet.

Why this is useful

• Quick view of who owes what this month.
• Easy export for finance or sales teams.
• Works as a template for exporting any QuickBooks data, not just customers.

Setup

• QuickBooks credential: connect your QuickBooks Online account in n8n.
• Google Sheets credential: connect your Google account in n8n.
• Sheet target: replace the example spreadsheet URL with your sheet. Keep the sheet tab name or set one you like.
• Schedule: default is monthly at 08:00. Change it if you need weekly or daily runs.

Fields and mapping

The workflow keeps it lean:

• Period is generated from the run date.
• Id, Balance, Email come from the QuickBooks customer object.

If you want more columns, add them in Prepare Customer Data and map them in Export to Google Sheets.

Example output

Sheet columns per row:

• Period - 2025-08
• Id - 123
• Balance - 245.50
• Email - [email protected]

Notes

• This is a safe baseline. No transformations beyond simple field picks.
• Good starting point to build reports, alerts, or dashboards later.