Drag from SharePoint to QuickBooks
Need to move documents from SharePoint to QuickBooks? Magic Dragin lets you drag them directly to browser tabs and native apps without downloading first.
QuickBooks workflow
SharePoint
Upload files
Drop target in QuickBooks
Quote.pdf
attachment
Drag documents from SharePoint to QuickBooks.
Workflow detail
Move receipts and invoices into QuickBooks with fewer steps
Accounting teams spend too much time saving invoice PDFs, receipts, W-9s, and statements before uploading them. Magic Dragin turns that into a direct drag from the source app.
See finance and accounting workflows →Common upload flows
- Drop invoice PDFs and receipts into vendor or transaction workflows.
- Attach W-9s, statements, and remittance details from email.
- Move supporting documents into QuickBooks while reconciling or reviewing bills.
Files teams usually move
QuickBooks drag and drop FAQ
Can Magic Dragin help with AP document intake?
Yes. It is a good fit for repetitive invoice, receipt, and vendor-document uploads where files arrive through email or chat.
Does it connect to QuickBooks data?
No. Magic Dragin does not access accounting data. It supports the file drop into the QuickBooks page or app the user already has open.
Try SharePoint with QuickBooks in seconds
Install the trial, drag and drop any document from SharePoint, and see it work immediately. No signup, credit card, or extra configuration needed.
Drag from the apps your team already uses
