Skip to content

Essential Tips for Switching From Quickbooks Online to Desktop

Sharissa Barnett Jan 20, 2023 11:05:32 AM
Essential Tips for Switching From Quickbooks Online to Desktop

If you’re like most accountants, you may find yourself using both QuickBooks Online and QuickBooks Desktop. QuickBooks Online has the advantage of being a cloud-based accounting software that allows you to access your financial data from any device, anywhere. QuickBooks Desktop, however, can be  a more complete, easier to use version of QuickBooks on your local computer.

There are a number of reasons why you might want to use both QuickBooks Online and QuickBooks Desktop. For example, you might use QuickBooks Online for day-to-day tasks such as tracking expenses and preparing invoices, and QuickBooks Desktop for more advanced tasks such as preparing financial statements and filing taxes.

But switching between QuickBooks Online and QuickBooks Desktop can be a daunting task. There are many factors to consider, such as data migration, hardware requirements, and training. That's where Qbox comes in.

Qbox is a cloud-based QuickBooks desktop remote access tool that allows you to access your QuickBooks Desktop from any device, anywhere. This can be especially useful if you need to access your QuickBooks Desktop while on the go or if you need to collaborate with other team members on financial data. In this article you will understand the benefits of seamlessly switching from Quickbooks online to desktop. 

With Qbox, you can use QuickBooks Desktop seamlessly, without having to worry about data migration, hardware requirements, or training. Here are some of the benefits of using Qbox to and switching from QuickBooks online to  desktop.

Collaborate Seamlessly Between Desktop and Online

One of the key benefits of Qbox is its ability to help accountants share files and collaborate with multiple users. Switching from Quickbook online to desktop using Qbox technology, you can share QuickBooks, MS Access, Word, Excel, and PowerPoint files with other users over the Internet. This allows you to work on financial data with other team members in real-time, even if you're not in the same location.

Qbox also makes it easy to collaborate efficiently. When you make changes to a shared file, Qbox locks the file to ensure that your changes are protected. When you are done, Qbox syncs the changes and releases the lock automatically, so another user can acquire the lock to make changes. This ensures that you can work on your financial data with confidence, knowing that your changes are protected.

In addition to sharing and collaborating on financial data, Qbox also allows you to share PDF, DOC, XLS, JPG, PNG, and other types of files as QuickBooks Attachments or as separate documents. This can be especially useful if you need to share a wide variety of documents with other team members or clients.

Easy Team Management

One of the key features of Qbox is its ability to help you work with team members. With Qbox, you can invite your staff as team members and share all folders and files without having to invite them to each individual folder. This can be especially useful if you need to share a large number of folders and files with multiple team members.

Qbox also makes it easy to manage your team members. You can give them admin permission so they can manage your folders, shared users, and bill payments. This can be especially useful if you need to delegate tasks or if you have multiple team members working on different projects.

Qbox automates the syncing of your QuickBooks Desktop with other team members, ensuring that you have the most up-to-date and accurate financial data. This eliminates any confusion when working with large amounts of data or if you have multiple team members working on the same financial data.

Stay Connected, Even on Desktop

Qbox MU is a powerful feature of Qbox that helps users on a local network access common folders and files. With Qbox MU, you can set up Qbox so that you and other users on your local network can access shared folders and files. This can be especially useful if you need to share a large number of folders and files with multiple team members.

One of the key benefits of Qbox MU is that it helps reduce storage space and Internet bandwidth used. Since users on your local network do not need to set up separate folders and sync files individually, they can save space on their devices and reduce their Internet usage. This can be especially useful if you have a large number of users on your local network or if you need to work with large amounts of data.

In addition to saving space and bandwidth, Qbox MU is also useful for multi-user applications such as QuickBooks and MS Access. With Qbox MU, users on your local network can work on files concurrently and share the files with remote users. This can be especially useful if you need to collaborate on financial data with other team members.

Tightened Security 

One of the concerns of moving financial data between the cloud and local networks is keeping it secure. Qbox was built on 256-bit encryption and offers Multi-factor Authentication (MFA) to ensure that your financial data is kept confidential and secure. All data in Qbox is encrypted for secure file sharing for accountants and your clients. You can share QuickBooks, MS Access, Word, Excel, and PowerPoint files with multiple users, and edit working files in Qbox with the confidence that your changes are protected.

From Cloud to Desktop and Back Again 

Integrate Qbox and Quickbooks Desktop into your workflow. Switching from Quickbooks online to desktop can boost productivity and streamline your business.  Qbox is a powerful tool that can help you work with team members and collaborate on financial data. Whether you're working on the go or in the office, Qbox makes it easy to share, collaborate, and stay up-to-date on your financial data.


Find out why it’s the platform that CPA firms and accountants choose to optimize their QuickBooks workflow by taking advantage of a free 30-day trial of Qbox.

Leave a Comment