Weekly ETL pipeline: QuickBooks financial data to Google BigQuery
This template sets up a weekly ETL (Extract, Transform, Load) pipeline that pulls financial data from QuickBooks Online into Google BigQuery. It not only transfers data, but also cleans, classifies, and enriches each transaction using your own business logic.
Who It's For
- Data Analysts & BI Developers
Need structured financial data in a warehouse to build dashboards (e.g., Looker Studio, Tableau) and run complex queries. - Financial Analysts & Accountants
Want to run custom SQL queries beyond QuickBooks’ native capabilities. - Business Owners
Need a permanent, historical archive of transactions for reporting and tracking.
What the Workflow Does
1. Extract
Fetches transactions from the previous week every Monday from your QuickBooks Online account.
2. Transform
Applies custom business logic:
- Cleans up text fields
- Generates stable transaction IDs
- Classifies transactions (income, expense, internal transfer)
3. Format
Prepares the cleaned data as a bulk-insert-ready SQL statement.
4. Load
Inserts the structured and enriched data into a Google BigQuery table.
Setup Guide
1. Prepare BigQuery
- Create a dataset (e.g.,
quickbooks) and table (e.g.,transactions) - The table schema must match the SQL query in the "Load Data to BigQuery" node
2. Add Credentials
- Add QuickBooks Online and Google BigQuery credentials to your n8n instance
3. Configure Business Logic
- Open the
Clean & Classify Transactionsnode - Update the JavaScript arrays:
internalTransferAccountsexpenseCategoriesincomeCategories
- Ensure these match your QuickBooks Chart of Accounts exactly
4. Configure BigQuery Node
- Open the
Load Data to BigQuerynode - Select the correct Google Cloud project
- Ensure the SQL query references the correct dataset and table
5. Activate the Workflow
- Save and activate it
- The workflow will now run weekly
Requirements
- A running n8n instance (Cloud or Self-Hosted)
- A QuickBooks Online account
- A Google Cloud Platform project with BigQuery enabled
- A BigQuery table with a matching schema
Customization Options
- Change Schedule: Modify the schedule node to run daily, monthly, or at a different time
- Adjust Date Range: Change the date macro in the
Get Last Week's Transactionsnode - Refine Classification Rules: Add custom logic in the
Clean & Classify Transactionsnode to handle specific edge cases
Weekly ETL Pipeline: QuickBooks Financial Data to Google BigQuery
This n8n workflow automates the extraction, transformation, and loading (ETL) of financial data from QuickBooks Online into Google BigQuery on a weekly schedule. It's designed to provide a streamlined way to centralize QuickBooks data for analytics and reporting in BigQuery.
What it does
- Triggers Weekly: The workflow is initiated once a week by a schedule trigger.
- Fetches Data from QuickBooks Online: It connects to QuickBooks Online to retrieve financial data. (The specific data fetched is not detailed in the provided JSON, but it's the intended source.)
- Transforms Data (Placeholder): A "Code" node is included, indicating a step where data can be transformed or manipulated using custom JavaScript before being loaded into BigQuery.
- Loads Data to Google BigQuery: The processed data is then inserted or updated in a specified Google BigQuery dataset and table.
Prerequisites/Requirements
- n8n Instance: A running n8n instance.
- QuickBooks Online Account: An active QuickBooks Online account with appropriate access.
- Google Cloud Project: A Google Cloud project with BigQuery enabled.
- Google BigQuery Dataset and Table: A pre-configured dataset and table in Google BigQuery where the financial data will be stored.
- n8n Credentials:
- QuickBooks Online OAuth 2.0 or API Key credentials configured in n8n.
- Google Cloud Service Account or OAuth 2.0 credentials configured in n8n with BigQuery write access.
Setup/Usage
- Import the Workflow:
- Download the workflow JSON.
- In your n8n instance, go to "Workflows" and click "New".
- Click the "Import from JSON" button and paste the workflow JSON.
- Configure Credentials:
- Click on the "QuickBooks Online" node and select your QuickBooks Online credential. If you don't have one, create a new OAuth 2.0 credential following the n8n documentation.
- Click on the "Google BigQuery" node and select your Google Cloud credential. If you don't have one, create a new credential (e.g., Service Account) with BigQuery write permissions.
- Customize QuickBooks Data Retrieval:
- Open the "QuickBooks Online" node.
- Configure the "Resource" and "Operation" to fetch the specific financial data you need (e.g., invoices, payments, general ledger entries).
- Customize Data Transformation (Optional):
- Open the "Code" node.
- Add JavaScript code to transform, filter, or enrich the data from QuickBooks Online as required for your BigQuery schema.
- Configure Google BigQuery Load:
- Open the "Google BigQuery" node.
- Set the "Operation" (e.g.,
Insert All,Update,Query). - Specify your "Project ID", "Dataset ID", and "Table ID".
- Map the incoming data fields from the previous nodes to your BigQuery table columns.
- Configure Schedule:
- Open the "Schedule Trigger" node.
- Adjust the "Mode" and "Value" to set your desired weekly schedule (e.g., every Monday at 3 AM).
- Activate the Workflow:
- Save the workflow.
- Toggle the workflow to "Active" to enable it to run on the configured schedule.
This workflow provides a robust foundation for integrating your QuickBooks financial data with Google BigQuery for advanced analytics.
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