- How do I setup Dropbox in my QuickFile account?
- Import documents straight from your camera phone
- What types of files can I import from Dropbox?
- Can I manage more than one QuickFile account from my Dropbox?
- Automatic backups
- Data limits
- I’ve copied files to my Dropbox account, how long before they appear in QuickFile
Dropbox/Apps/Quick File Receipts/…
When you copy in any scanned receipts or documentation, they will be automatically imported into the QuickFile Receipt Hub. From the Receipt Hub you can visualise the document, link it to an existing purchase record, create a new purchase record, or move it to the Document Manager.
Note: QuickFile will only have access to this folder and will not be able to view or modify any other files in your Dropbox account.
Here you click on “Setup Dropbox Integration” button and you will be redirected to Dropbox:
And you need to log in and authorise (Allow) QuickFile to access your Dropbox account:
Your integration is now completed.
- PDF documents
- Images (png, gif, jpg, tif)
- Word documents (including RTF)
- Excel spreadsheets (including CSV)
- Notepad documents
- HTML documents
You’re not limited to uploading just receipts, you can import any business documents you like, including letters, banks statements, HMRC correspondence, contracts etc. When you preview these documents in the Receipt Hub you can move them to other folders of your choosing.
Apps/Quick File Receipts/[Quick File Account Number]/…
When you copy files into the folder, they will route directly to that account. You will also need to authenticate your Dropbox account in each QuickFile account from the account settings area.
For more information read our Community Forum post titled: Dropbox Custom Folder Suffixes.
If some files are not getting transferred, it may be because they are not of an appropriate file type (see above paragraph “What types of files…”) or you have reached your daily transfer limit. We’ve included a more exhaustive list of reasons here for you to review.