Export QuickBooks Online ledger, transactions, invoices, and attachments to ZIP
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This workflow has 30 nodes and runs manually, when you click “Execute workflow”. Along the way it connects QuickBooks Online.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Config (Edit Fields (Set)): sets 5 fields: realmId, apiBase, startDate…
- Get Bank Ledger Report (QuickBooks Online): work with transaction
- Query Attachments (HTTP Request): calls an HTTP API
- Get Invoices (QuickBooks Online): get many (invoice)
- Get Client Payments (QuickBooks Online): get many (payment)
- Get Expenses (QuickBooks Online): get many (purchase)
- Split Bank Entity Types (Split Out): splits a list into separate items
- Bank Ledger CSV (Convert to File): converts data to a file
- Split Attachments (Split Out): splits a list into separate items
- Invoice Summary (Edit Fields (Set)): sets 11 fields: invoiceId, docNumber, customer…
…plus 19 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (10)
- Manual Trigger
n8n-nodes-base.manualTrigger - Edit Fields (Set)
n8n-nodes-base.set - QuickBooks Online
n8n-nodes-base.quickbooks - Convert to File
n8n-nodes-base.convertToFile - Merge
n8n-nodes-base.merge - Split Out
n8n-nodes-base.splitOut - HTTP Request
n8n-nodes-base.httpRequest - Filter
n8n-nodes-base.filter - Aggregate
n8n-nodes-base.aggregate - Compression
n8n-nodes-base.compression
From the author
Quick overview This workflow exports a selected date range from QuickBooks Online into a single ZIP archive containing bank ledger data, bank transactions, invoices (with PDFs), client payments, expenses, and any attached files, making it easier to share a…