Daily Order Export to QuickBooks/Xero

Overview

Fetches all orders from the previous day, formats as CSV with order ID, customer email, amount, and status, and uploads to QuickBooks or Xero for accounting reconciliation. **What it automates:** - Daily order data export - CSV formatting for accounting software - Automatic upload to QuickBooks/Xero - Eliminates manual data entry - Saves accounting team 1-2 hours/day **Apps & credentials needed:** - Shopify (Admin API) - QuickBooks or Xero (API) - CSV formatter (Set node with logic) **Setup steps:** 1. Connect Shopify store 2. Connect QuickBooks/Xero API 3. Create CSV field mapping (ID, email, amount, status) 4. Set nightly export schedule (11pm) 5. Test with yesterday's orders first 6. Verify CSV in Xero import screen 7. Enable live sync and monitor **Difficulty:** Intermediate | **Est. setup:** 20-25 min

What's included

Quickstart

1. 01

   Download the JSON

   With an active Library Pass, download the workflow file right from this page or your dashboard.

2. 02

   Import into n8n

   Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.

3. 03

   Plug in credentials

   Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.

4. 04

   Activate and test

   Run once with sample input, confirm the expected output, then flip the activate toggle.

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