🧾 Say goodbye to manual Venmo-to-QuickBooks formatting!
🧾 Say goodbye to manual Venmo-to-QuickBooks formatting! This automated workflow transforms raw Venmo CSV exports into QuickBooks-ready files and backs them up seamlessly to Google Drive or Dropbox. ⚙️ What This Workflow Does: 📤 1. Accepts a Venmo CSV Upload — Triggers on form submission to upload a .csv Venmo transaction file. 📂 2. Extracts Raw CSV Data — Reads the uploaded file and prepares it for processing. 🛠️ 3. Generates a Smart File Name — Dynamically names the output file using the transaction month and timestamp: QB_Venmo_YYYY-MM_HHMM.csv. 🔄 4. Converts Raw Venmo Data — Filters invalid rows and transforms valid transactions into QuickBooks-friendly format: • Standardizes field names (e.g., Amount (total) → Amount) • Builds descriptive transaction summaries based on context (e.g., transfers vs payments) 📝 5. Creates a New CSV File — Structures the processed data into a new downloadable CSV. ☁️ 6. Saves to Google Drive — Automatically uploads the finalized file to your selected folder in Google Drive. 📦 7. (Optional) Backs Up to Dropbox — Also configured to upload to Dropbox (currently disabled). An n8n automation workflow template by Jason Plaisted.
Jason Plaisted
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