Integrate QuickBooks Online with Box

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About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

About Box

Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.

Want to explore QuickBooks Online + Box quick connects for faster integration? Here’s our list of the best QuickBooks Online + Box quick connects.

Explore quick connects
Connect QuickBooks Online + Box in easier way

It's easy to connect QuickBooks Online + Box without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Product

    Triggers every time you add a new product.

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

  • New Event

    Triggered when a new event is performed (this is the activity stream).

  • New Folder

    Triggered when you add a new folder.

  • Actions
  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Item

    Create a item

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

  • Add Comment to File

    Adds a comment to a file.

  • Add Task to File

    Adds a task to a file.

  • Add User as Collaborator

    Adds an individual user as a collaborator on a folder.

  • Create Folder

    Creates a brand new folder at the path you specify.

  • Move Or Copy File

    Moves or copies a file from one folder to another.

  • Upload File

    Upload a file to specific folder.

How QuickBooks Online & Box Integrations Work

  1. Step 1: Choose QuickBooks Online as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Box as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from QuickBooks Online to Box.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of QuickBooks Online and Box

  • QuickBooks Online?
  • QuickBooks Online (QBO. is an online accounting software like Xero and Sage One. But, unlike Xero and Sage One, QBO is integrated with Box, which means that you can store your files on Box. You can access your files on Box. You can share your files on Box with your team members. See the below picture.

  • Box?
  • Box is an online file sharing platform like Google Drive, Dropbox, Hightail etc. You can use Box to store your files on internet. You can access your files on internet. You can share your files on internet with your team members. See the below picture.

  • Integration of QuickBooks Online and Box
  • Integrating QBO with Box saves a lot of time and effort. QBO automatically syncs your financial data to your Box account, so whenever you create a new transaction in QBO, it will auto-magically appear in your Box account as well. You can view those transactions from any device, from anywhere you have access to the internet. In other words, integrating QBO with Box allows you to view your financial data from anywhere you have access to the internet. It’s a great feature for small businesses owners who work from different locations. They can access their financial data from home, from the office or from their mobile phone.

    Integration between QBO and Box also allows you share your financial data with your team members. For example, if you want to share the financial data with someone else, you can simply share it with them from your Box account. In addition to that, if you want to give someone access to edit the financial data, you can give them access from your Box account as well. This makes cplaboration much easier and more efficient.

  • Benefits of Integration of QuickBooks Online and Box
  • There are many benefits of integrating QBO and Box:

    • Access to Your Financial Data Anywhere. The biggest benefit of integrating QBO and Box is that you can access your financial data from anywhere you have access to the internet. As I said before, this is very helpful for small businesses owners who work from different locations. They can access their financial data from home, from the office or from their mobile phone. For example, let’s say that you run an accounting firm and you want to provide services for a client who lives four hours away from your city. If you integrate QBO and Box, you can do this job by having access to your client’s financial data online only, without putting any extra efforts into driving four hours away and back again. That’s a big benefit!
    • Easy Cplaboration. Integrating QBO and Box makes cplaboration much easier and more efficient because you can share your files on Box with your team members and give them access to edit those files as well. For example, let’s say that you need to cplaborate with an accountant or a lawyer on some financial things. If you integrate QBO and Box, you can easily send them the financial data through email, Facebook or Whatsapp etc., without sending them your accounting software installation package through email, Facebook or Whatsapp etc.. This is much more easier than sending them an Excel sheet or a PDF file or something like that. Another advantage of this is that when you are working with multiple people on the same project in QuickBooks Online, each person works in their own copy of QuickBooks rather than working in one shared document in Excel or Word etc.. Everyone has their own version of QuickBooks in their own browser window with their own filters applied, their own custom fields visible etc.. This allows for easy cplaboration between team members because each person sees only what is relevant to their task/project at hand.
    • Easy Backup. Another benefit of integrating QBO and Box is easy backup of files in case something goes wrong with your computer or another disaster happens. You are not storing all your files in one place i.e., QBO only but they are stored in multiple places i.e., QBO and Box both. So, if something goes wrong with your computer or another disaster happens, then all the files are safe because they are stored in two different places i.e., QBO and Box both instead of being stored in just one place i.e., QBO only.

    The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm