How can I filter which statements get saved?

You can specify criteria to filter which customer statements are saved based on properties like customer name or date range.

Can I save statements to separate folders?

Yes, you can define folders for different customers or time periods, ensuring a well-organized backup system.

Who uses this automation and why?

This automation is useful for accountants and customer service teams who need organized and accessible customer financial statements.

Box + QuickBooks

Send Quickbooks Statements to Box

Automatically back up customer statements generated in Quickbooks to a specific folder in Box. This helps ensure that your customer financial records are securely backed up and easily accessible.

New Quickbooks Statement

Triggers when a new customer statement is generated in Quickbooks.

Save Statement to Box

Save the generated statement to a Box folder.

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

or pick a common variation below

Sync Quickbooks Customers with Box Contacts

Box + QuickBooks

Save New Quickbooks Estimates 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, "Send quickbooks statements to Box"

Send quickbooks statements 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.