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Integration

Auto-Save Invoices to Dropbox

Automatically back up every invoice and quotation PDF to your Dropbox. Organized by date, shareable with your accountant, and always accessible.

Why use Dropbox for invoice storage?

Automatic Backups

Every invoice PDF is saved to Dropbox the moment it is created. No manual downloads, no forgotten backups, no lost files.

Tax-Ready Organization

Invoices are automatically organized by year and month. When tax season arrives, everything is already sorted and ready for your accountant.

Share with Your Accountant

Share the invoice folder with your accountant or bookkeeper. They get real-time access to new invoices without you lifting a finger.

Access Anywhere

View invoice PDFs from any device — desktop, phone, or tablet. Dropbox syncs across all your devices automatically.

Step-by-Step Setup Guide

1

Connect Your Dropbox Account

Log in to your Invoice Maker dashboard, go to Settings → Integrations, and click Connect Dropbox. You will be redirected to Dropbox to authorize access. We use OAuth 2.0 — your Dropbox password is never shared with us.

2

Choose Your Folder

After authorization, select the folder where invoice PDFs will be saved. The default is /Apps/OnlineInvoiceMaker/. You can change this to any existing folder in your Dropbox, like /Business/Invoices/.

3

Configure File Organization

Choose how your invoices are organized. Options include Year/Month folders (recommended for tax preparation), By Customer (one folder per client), or Flat (all files in one folder). Select your preferred PDF naming format as well.

4

Sync Existing Invoices (Optional)

If you already have invoices in Online Invoice Maker, click Export All to Dropbox to do a one-time sync. This generates PDFs for all existing invoices and uploads them to your chosen folder. Depending on volume, this may take a few minutes.

5

Verify and Share

Open your Dropbox folder and verify the invoices are there. Consider sharing the folder with your accountant or bookkeeper using Dropbox's built-in sharing. They will automatically receive new invoices as they are created — no manual effort needed.

What gets saved to Dropbox

Invoice PDFs

Every invoice is saved as a professional PDF using your selected template, with consistent file naming for easy search.

Organized Folders

Auto-created year/month folder structure keeps thousands of invoices neatly organized and audit-ready.

Quotation PDFs

Quotations are saved in a separate folder structure, making it easy to distinguish between quotes and final invoices.

FAQ

Frequently asked questions

Everything you need to know about our free online invoice maker

Ready to auto-save invoices to Dropbox?

Connect in 2 clicks. Works with free Dropbox accounts.

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