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. βοΈ What This Workflow Does: π€ 1. Accepts a Venmo CSV Upload β Triggers on form submission to upload a .csv Venmo transaction file. π 2. Extracts Raw CSV Data β Reads the uploaded file and prepares it for processing. π οΈ 3. Generates a Smart File Name β Dynamically names the output file using the transact

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. βοΈ What This Workflow Does: π€ 1. Accepts a Venmo CSV Upload β Triggers on form submission to upload a .csv Venmo transaction file. π 2. Extracts Raw CSV Data β Reads the uploaded file and prepares it for processing. π οΈ 3. Generates a Smart File Name β Dynamically names the output file using the transaction month and timestamp: QBVenmoYYYY-MMHHMM.csv. π 4. Converts Raw Venmo Data β Filters invalid rows and transforms valid transactions into QuickBooks-friendly format: ββ’ Standardizes field names (e.g., Amount (total) β Amount) ββ’ Builds descriptive transaction summaries based on context (e.g., transfers vs payments) π 5. Creates a New CSV File β Structures the processed data into a new downloadable CSV. βοΈ 6. Saves to Google Drive β Automatically uploads the finalized file to your selected folder in Google Drive. π¦ 7. (Optional) Backs Up to Dropbox β Also configured to upload to Dropbox (currently disabled).
Download the workflow JSON file after purchase.
Open n8n β click the menu β Import from File.
Select the downloaded JSON and import.
Set up credentials for each node that requires them.
Click Execute Workflow to test, then activate.
Setup guide included
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