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Setting Up Dropbox Sync

Back up receipt images to Dropbox

Dropbox Integration

Sync receipt images to Dropbox for backup and sharing.

Connect Your Dropbox

1. Go to SettingsIntegrations

2. Click Connect Dropbox

3. Sign in to your Dropbox account

4. Complete the OAuth flow

Link to an Envelope

1. Open an envelope

2. Go to Sync Settings

3. Choose Dropbox only (or Both)

4. Enter a folder path

5. Click Save Settings

Folder structure is based on the path you configure.

File Naming

Files are uploaded with a normalized filename:

  • YYMMDD_Vendor_$Amount.jpg

Troubleshooting

  • Confirm Dropbox is connected in SettingsIntegrations
  • Confirm folder path is valid
  • Use Test Connection in Sync Settings

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