Dropbox + QuickBooks Online

Create text files in Dropbox for new QuickBooks Online customers

Easily stay organized with your new customers in QuickBooks Online by creating a dedicated text file for them in Dropbox. With this automation, every time you add a new customer in QuickBooks Online, a text file will be generated in Dropbox, ensuring you have all the necessary information saved in one convenient location. This workflow not only saves time but also keeps your customer records consistently updated across both platforms.

Easily stay organized with your new customers in QuickBooks Online by creating a dedicated text file for them in Dropbox. With this automation, every time you add a new customer in QuickBooks Online, a text file will be generated in Dropbox, ensuring you have all the necessary information saved in one convenient location. This workflow not only saves time but also keeps your customer records consistently updated across both platforms.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    Updated Customer

    Triggers when an existing customer is updated.

    TriggerInstant
  2. automatically do this!
    DropboxDropbox
    Create Text File

    Creates a brand new text file from plain text content you specify.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Learn more

Related categories

  • File Management & Storage

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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

  • Accounting

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