Can I filter which customers are synced?

Yes, you can set criteria for which customers are synced to Box, such as customer type or region.

Can I sync additional information with the contact?

Yes, you can specify additional fields to include with each contact, such as phone number or address.

Who uses this automation and why?

This automation is useful for sales teams and customer service representatives to ensure they have up-to-date contact information for their clients.

Box + QuickBooks

Sync Quickbooks Customers with Box Contacts

Automatically sync new customers added in Quickbooks to a specified contacts folder in Box. This ensures that you have an up-to-date and easily accessible list of your clients.

New Customer in Quickbooks

Triggers when a new customer is added in Quickbooks.

Create Contact in Box

Add the customer information as a contact in Box.

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

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, "Sync quickbooks customers with Box contacts"

Sync quickbooks customers with Box contacts

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.