Can I filter which invoices get saved?

Yes, you can set criteria for which invoices get saved to Box, based on properties like client name or invoice amount.

Can I save the invoice to a specific client folder in Box?

Yes, you can specify different folders for each client in Box. Just let DryMerge know your folder structure and it will handle the rest.

Who uses this automation and why?

This automation is useful for accountants and small business owners to keep financial records organized and easily accessible.

Box + QuickBooks

Send Invoice PDFs from Quickbooks to Box

This automation saves a PDF copy of each invoice generated in Quickbooks to a predetermined folder in Box. This ensures that your financial records are backed up and easily accessible in a centralized location.

New Quickbooks Invoice

Triggers when a new invoice is generated in Quickbooks.

Save Invoice to Box

Save the generated invoice to a Box folder.

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

or pick a common variation below

Store Expense Receipts from Quickbooks in Box

Box + QuickBooks

Upload Expense Receipts from Box to Quickbooks

Box + QuickBooks

Sync Quickbooks Customers with Box Contacts

Box + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send invoice pdfs from quickbooks to Box"

Send invoice pdfs from quickbooks 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.