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A Financial Management Tool that Works for Accountants and Bookkeepers

Sharissa Barnett May 23, 2022 11:10:41 AM

One of the most crucial aspects of a successful business and entrepreneurs is how they manage their expenditures. And for that, you are going to need the right tools to make sure everything is accounted for accurately and seamlessly. Most companies are familiar with QuickBooks and similar programs to handle all of their accounting needs. However, it’s often a chore and time-consuming to share that information with accountants, bookkeepers, and other internal team members on your staff.

That’s why CoralTree has created the perfect solution for organizations and accountants looking for a way to simplify their bookkeeping needs – enter Qbox.

In this article, we’re going to explore the key features of Qbox and why it’s the end-all, be-all of financial reporting tools that every company needs in their arsenal to help push their business to new heights.

What is Qbox?

Before we dive into the amazing features of Qbox, let’s explain what the program is and does. Qbox was created by CoralTree,inc. as part of their SaaS suite of solutions to help accountants, bookkeepers, and small business owners seamlessly and effortlessly work together using their QuickBooks desktop applications. At its core, it’s all about collaboration.

Normally, you would have to wait for clients to bring or send in their QuickBooks files. Then they would have to wait for you to do your job, which puts you under pressure to finish things quickly– because who wants to slow down their client's progress? 

Or if you often work offline or can’t always be connected to the internet, you lose a lot of the default functionality that comes with standard QuickBooks. Whatever your issue is (or even if you think your current set-up is fine), you can’t afford NOT to use Qbox.

Qbox: What’s Inside?

So what can you expect when signing up for Qbox? Let’s check out some of the awesome features that come with the software.

Easily and Securely Share Files

Have you been beating yourself trying to figure out how to increase collaboration between teams? Qbox is the answer! Easily share QuickBooks, MS Access, Word, Excel and PowerPoint files with staff and your bookkeepers. Whatever changes you or someone else makes are automatically updated and shared across the platform. There’s honestly no better way to promote cross-team collaboration.

Effortlessly Distribute QuickBooks Documents and Attachments

Qbox lets you efficiently and smoothly share all your QuickBooks attachments and documents in a few clicks. Whether it’s PDF, JPEG, PNG, TIFF, and any other relevant file type, they can be stored in your Qbox account where they are automatically updated and synced so anyone who needs them can easily access the files without hassle. 

Go Local with Qbox MU

If you’re using a local network, then Qbox has got you covered there too. Use Qbox MU to set up an internal network where multiple users can access and collaborate on QuickBooks and other applications such as MS Access. However, you’ll also be able to still share with team members working remotely without issue.

Qbox Dashboard and Qbox Explorer

Qbox Explorer is a desktop application that allows you to easily manage and view files all from one location. You’ll be able to view the updates and lock/sync status using our simple application. It’s also fully customizable, so you can have everything set up exactly the way you want.  And with the Qbox web Dashboard, you can pay bills, roll back versions, manage your team, and much more from a single location.

Don’t Let a Corrupted File Set You Back Thanks to Versioning and Rollback

Mistakes happen… but it doesn’t have to be permanent with versioning and rollback. Qbox stores the last 20 versions of the files you have worked on. So if there is an issue, take it back to a time when it never happened. It’s really that easy!

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