Convert Venmo statement CSV file to QuickBooks CSV import

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

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...

Best for

Document Extraction automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.extractfromfile, n8n-nodes-base.converttofile, n8n-nodes-base.dropbox, n8n-nodes-base.code, n8n-nodes-base.formtrigger, n8n-nodes-base.googledrive

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Jason Plaisted.

Original n8n.io source

1.1 Workflow description

Title: Convert Venmo statement CSV file to QuickBooks CSV import
Workflow name: Convert Venmo statement CSV file to QuickBooks CSV import

🧾 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).

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Extract from File

Type / Role: n8n-nodes-base.extractFromFile - extractFromFile
Config choices: Version 1

Block 2 - Convert to File

Type / Role: n8n-nodes-base.convertToFile - convertToFile
Config choices: Version 1.1

Block 3 - Dropbox

Type / Role: n8n-nodes-base.dropbox - dropbox
Config choices: Version 1

Block 4 - Generate File Name

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 5 - Convert Venmo to QB

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 6 - On form submission

Type / Role: n8n-nodes-base.formTrigger - formTrigger
Config choices: Version 2.2

Block 7 - Google Drive

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 3

3. Summary Table

Workflow	Convert Venmo statement CSV file to QuickBooks CSV import
Complexity	intermediate
Nodes	7
Categories	Document Extraction
Author	Jason Plaisted
Published	25 May 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/4369/4369.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Document Extraction workflows

Frequently asked questions

What does Convert Venmo statement CSV file to QuickBooks CSV import do?

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 do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Document Extraction use case.

Jason Plaisted

1 workflow

Nodes

n8n-nodes-base.extractfromfile n8n-nodes-base.converttofile n8n-nodes-base.dropbox n8n-nodes-base.code n8n-nodes-base.formtrigger n8n-nodes-base.googledrive

Complexity

intermediate

Published 25 May 2025

Likes 0

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Install path: /data/workflows/4369/4369.json

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Convert Venmo statement CSV file to QuickBooks CSV import

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Extract from File

Block 2 - Convert to File

Block 3 - Dropbox

Block 4 - Generate File Name

Block 5 - Convert Venmo to QB

Block 6 - On form submission

Block 7 - Google Drive

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions