Can I filter which tax documents are saved?

Yes, you can specify criteria to filter which tax documents are saved based on document type or tax year.

Can I save tax documents to separate folders?

Yes, you can define folders for different tax years or types of tax documents.

Who uses this automation and why?

This automation is useful for accountants and business owners who need secure and organized storage of tax documents.

Box + QuickBooks

Archive Quickbooks Tax Documents to Box

Automatically save a copy of each tax document generated in Quickbooks to a designated folder in Box. This provides a secure and organized backup of your tax-related documents for future reference and audits.

New Quickbooks Tax Document

Triggers when a new tax document is generated in Quickbooks.

Save Document to Box

Save the tax document to a Box folder.

See more Box to QuickBooks integrations or use AI to customize your automation.

or pick a common variation below

Archive Quickbooks Transactions to Box

Box + QuickBooks

Send Quickbooks Statements to Box

Box + QuickBooks

Back Up Quickbooks Reports to Box

Box + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Archive quickbooks tax documents to Box"

Archive quickbooks tax documents to Box

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Box + QuickBooks.

App details

Box

Box is a cloud content management and file sharing service. Securely store, share, and collaborate on files from anywhere, and integrate with other tools to streamline your workflow.

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.