Merge OpenAi with QuickBooks?

Help me Build my Workflow
1

I want to integrate QuickBooks using Open AI chatbot by providing knowledge of quickbooks such as get customer invoices etc.

I have designed workflows and all

But I don’t know to merge between openAI and QuickBooks??

2

It looks like your topic is missing some important information. Could you provide the following if applicable.

  • n8n version:
  • Database (default: SQLite):
  • n8n EXECUTIONS_PROCESS setting (default: own, main):
  • Running n8n via (Docker, npm, n8n cloud, desktop app):
  • Operating system:
3

We’ve created a new category for help with designing workflows, and I’ve moved your question there: Help me Build my Workflow. Find out how this category works by reading this topic.

4

Version 1.76.4
Db default
Default execution
N8n via docker
Window and Linux both

5

How I can make/send http request from openAI chat bot using n8n?

6

The easiest way is probably to use the Quickbooks Tool. If you need an action that’s not supported by our Quickbooks node, you can use the HTTP Request Tool.

If you want to learn more about using Agents, I recommend Max’ Tutorial Series.

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7

Below is main objective

The workflow performs the following steps:

Trigger: A chat message triggers the workflow.

AI Agent: Processes the chat message and extracts structured data (e.g., client name, amount, due date).

QuickBooks API:

Fetches customer details by name.

Creates an invoice using the extracted data.

Verification: Sends the invoice details for approval via email.

Send Invoice: If approved, sends the invoice to the client.

*Should be able to ask for verification before sending out via our email address.
Generate Quotations
Same as above providing all the information required.
Generate Statements
Provide us a customer statement based on all outstanding invoices.
Generate Receivables list
Receivables list as provided from Quickbooks
Should be able to filter list based on provided requirements.
Email clients who are 45 days and over
Send out reminders to clients that have invoices outstanding over 45 days.

8

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