For this KashFlow offers you integration with Dropbox because it gives you the ability to upload and store your personal files, customer records, invoices and more.
Your images are stored securely and you’ll have the flexibility to access the files you upload from computer as well as on mobile devices.
Setting up Dropbox
In order to create integration between KashFlow and DropBox, please follow these steps:
1. Go to the ‘Settings’ tab of your KashFlow user dashboard
2. Scroll down to ‘External Services’ and click on the Dropbox icon
3. Click to connect your KashFlow account to Dropbox and sign in with your Dropbox details, if you already have an account. Otherwise create a new one.
Success! KashFlow and Dropbox have been linked. Once you’ve turned the publishing setting on within Dext, you’ll be able to publish items with images across to KashFlow.
To view the images of your items go to the ‘Purchases’ tab in your KashFlow user dashboard, click on the item, and then click on the ‘Files’ tab in the bottom of the page.
Turning the Publishing Setting on within Dext
In order to publish your images to KashFlow, you’ll need to turn publishing to KashFlow with images on.
To do this:
- Navigate to Business settings and then click into Connections.
- Click Manage next to your accounting software and then Settings from the dropdown list.
- Under Publish to KashFlow with images, change the toggleto Yes.
If you’re not using the Enhanced version of Dext, you can access these settings by navigating to Connections >Integrations > changing the toggle to Yes for Publish to KashFlow with images.