Can I organize transactions into subfolders?

Yes, you can specify folder structures for different types of transactions.

Can I archive transactions based on specific criteria?

Yes, you can set criteria to filter which transactions are archived, such as by transaction type or amount.

Who uses this automation and why?

This automation is useful for accountants and financial auditors who require a secure and organized backup of transaction records.

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Box + QuickBooks

Archive Quickbooks Transactions to Box

Automatically archive all transactions from Quickbooks to a designated folder in Box. This ensures you have a secure backup of all transaction records for future reference and auditing purposes.

New Quickbooks Transaction

Triggers when a new transaction is recorded in Quickbooks.

Save Transaction to Box

Save the transaction record 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 Tax Documents to Box

Box + QuickBooks

Back Up Quickbooks Reports to Box

Box + QuickBooks

Save New Quickbooks Estimates 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 transactions to Box"

Archive quickbooks transactions 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.

New File

Triggers when a new file is uploaded to Box

New Folder

Triggers when a new folder is created in Box

File Updated

Triggers when a file is updated in Box

File Deleted

Triggers when a file is deleted from Box

Folder Updated

Triggers when a folder is updated in Box

Folder Deleted

Triggers when a folder is deleted from Box

New Comment

Triggers when a new comment is added to a file in Box

File Shared

Triggers when a file is shared in Box

Folder Shared

Triggers when a folder is shared in Box

Create File

Creates a new file in Box

Delete File

Deletes a file from Box

Update File

Updates an existing file in Box

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.