QuickBooks is an essential tool for tens of millions of accounting professionals. But when those pros need to share QuickBooks files and collaborate with other users, what do they look for? How do they know they've made the right choice in QuickBooks collaboration software? Here are five essential features to look for when choosing the right tool for all your QuickBooks file sharing needs.
1. Sharing Files With Multiple Users Effectively
When you have the need to share QuickBooks files, it's likely that you'll need to share with more than one person. A good QuickBooks collaboration tool will let you invite a whole team at once, and set the sharing permissions for that team. And it's essential that files that are being edited are locked, with the rest of the team getting the latest changes when the file is saved.
2. Versioning Files and Rollback
An important part of group collaboration on files is the ability to see what's changed in a new version. Versioning allows you to not only see who made changes (and when they made them), but also to roll back to an earlier version in case of unnecessary changes or a corrupted file.
3. Sharing of QuickBooks Attachments
It's quite common that QuickBooks files will have other documents, attached in formats like PDF, JPEG, and TIFF. A good collaboration tool will provide a central location for access to these attachments, along with the ability to manage who can read and write these attachments. A key feature to look for is an app that gives you a centralized view of all your shared files and folders.
4. A Simple Interface for Administration
Sharing, Versioning, and Rollback are all powerful tools, but they also need to be easy to administer. A good QuickBooks collaboration tool will have a simple Web Dashboard where you can quickly perform your administrative functions like releasing file locks, rolling back to earlier versions, and managing your sharing invitations.
5. Industry-Standard Security
And of course, it's very important that the sensitive company data in QuickBooks be secure when you are sharing it. The tool you decide on should feature bank-level security and be stored with a trusted cloud provider.
Qbox: All This and More!
Here at Qbox, we've taken all this into consideration, providing you with all these features and more! We've built Qbox from the ground up to share files with teams. Files and attachments are locked while they're being edited, and then you can easily view the 20 most recent versions of the file, or roll back to any of those versions. All administration tasks are done in our simple Web Dashboard, and everything is securely stored with 256-bit SSL encryption on Amazon AWS cloud servers. And we offer even more, like QuickBooks Integrated support for over 300 apps, and our easy-to-use QBox Explorer desktop app for viewing your files and folders.