Invoice Management with DropboxKeep a copy of all company invoices and bills in your Dropbox account. Fully automated!
Why use Dropbox for Invoice Management?
Dropbox is a personal online cloud storage service that is used for file sharing and collaboration. One of the most significant advantages that Dropbox provides for accounting and invoice management is, that it allows you to synchronize, store and manage all your important documents: invoices, bills, receipts, notes and, well, pretty much everything else you need. Everything you need to do is create a folder on your computer and place all documents there, create a Dropbox account and sync. That's it!
No more hours spent searching for a missed invoice or bill. When tax season comes around, you'll have all your documents in one place. You can also share this folder and all documents in it with your accountant, and they will have access to your invoices and expenses whenever they need, without asking you to send it. You can even stop worrying about accidentally deleted invoices. They will be backed up on Dropbox servers, and you can quickly restore them anytime.
1. Begin integration process
Login to GetMyInvoices > Choose "Sync" from the left menu > Click "Synchronization Accounts" on the right side > Click "Add Sync Account" > Choose Dropbox > Click "Continue"
2. Configure sync settings
Choose how often invoices should be synchronized, set start date of sync and put comment > If needed click "Extended Settings" and continue set up > Click "Continue"
3. Connect GetMyInvoices and Dropbox
Login to your Dropbox account > Click "Allow"
4. Configure sync account
Add sync account type and name, choose a folder you want to sync > Click "Save"
5. Integration finished
Your synchronization has been created. It will take about 5 minutes until you will see synchronization information under the main menu item "Sync" > That's it!