Can I filter which estimates get saved?

Yes, you can set criteria for which estimates to save based on properties like client name or estimate amount.

Can I save estimates to specific client folders?

Yes, you can define folders for different clients, and DryMerge will save the estimates accordingly.

Who uses this automation and why?

This automation is beneficial for sales teams and project estimators who need an organized backup of all client estimates.

Box + QuickBooks

Save New Quickbooks Estimates to Box

Automatically save a PDF copy of each new estimate generated in Quickbooks to a folder in Box. This ensures all estimates are backed up and easily accessible.

New Quickbooks Estimate

Triggers when a new estimate is generated in Quickbooks.

Save Estimate to Box

Save the generated estimate to a Box folder.

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

or pick a common variation below

Send Quickbooks Statements to Box

Box + QuickBooks

Generate Quickbooks Quotes to Box Folder

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, "Save new quickbooks estimates to Box"

Save new quickbooks estimates 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.