Can I choose which invoices get saved?

Yes, you can filter which invoices are saved to client folders based on criteria such as client name or invoice amount.

Can I specify subfolders within client folders?

Yes, you can define folder structures with subfolders for each client.

Who uses this automation and why?

This automation is ideal for finance teams and business owners who need organized and accessible client-specific financial records.

Box + QuickBooks

Save Quickbooks Invoices to Client Folders in Box

Automatically save a PDF copy of each new invoice generated in Quickbooks to the respective client's folder in Box. This helps in keeping the financial documents well-organized and easily accessible under each client.

New Quickbooks Invoice

Triggers when a new invoice is generated in Quickbooks.

Save Invoice to Box

Save the generated invoice to the client's folder in Box.

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

or pick a common variation below

Generate Quickbooks Quotes to Box Folder

Box + QuickBooks

Send Invoice PDFs from Quickbooks to Box

Box + QuickBooks

Upload Expense Receipts from Box to Quickbooks

Box + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Save quickbooks invoices to client folders in Box"

Save quickbooks invoices to client folders in 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.