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Why Qbox is the Ultimate Collaboration Tool for Quickbooks

Sharissa Barnett Jul 25, 2022 8:28:01 AM
Qbox collaboration platform for Quickbooks users

In the age of remote and hybrid work, it's more important than ever that employees have the tools required to carry out tasks wherever they are.

Only with the right technology can teams effectively collaborate when they're not in the same room. Qbox is a powerful, easy-to-use tool that empowers bookkeepers to do this when using Intuit QuickBooks.

Qbox lets multiple users access and use QuickBooks remotely, keeping files secured and synchronised across a team of workers.

Having several people needing to work on a single document can be complex, leading to multiple versions of the same document being passed around a business via email and cloud storage services.

Qbox mitigates this entirely with its 'lock' feature. When a user opens a QuickBooks Company file in Qbox, they have the ability to lock the file. Doing so means that their colleagues can still view the file,  but not make any edits. Once the user has finished and exited the company file, Qbox will take a few moments to synchronise the file for all other users and then unlock it for further edits.

This feature means a bookkeeper will not end up with multiple outdated Company file  versions flying around the business when sharing QuickBooks files.

Unlike many file sharing and collaboration systems, Qbox runs on an individual's local machine and not in the cloud. This, along with QuickBooks Desktop running on the computer, means workers are not restricted to working in the cloud requiring a strong internet connection. They can lock a document and work on the local computer, providing they unlock and sync the file once they are back online.

All The Features You Need

Qbox comes with a number of essential features to help make bookkeepers as productive as they can be.

Qbox MU allows multiple users on the same network to access specific files, while sharing the file with remote users. This feature also makes it possible for remote workers to lock a file and work while they're on the move before unlocking the file for individuals working in the office when they're done. 

Qbox Explorer is the central hub for sharing QuickBooks files, letting users collaborate by locking  and sharing files easily.

Elsewhere, the Qbox Web Dashboard caters to administrative tasks such as rolling back a file back to a previous state – up to 20 versions earlier – unlocking files and inviting colleagues to view folders.

Past versions of a file are saved for 30 days, making it easy to restore a previous version if you change your mind. Admins also have control over who can view, edit and share particular files.

File sharing with Qbox isn't just restricted to Quickbooks. Through Qbox Explorer, users can also share files from other software, including Microsoft Word, Excel, Access, PDFs, and more.

Security Is Paramount

Qbox stores files locally on each user's machine and uses the cloud to upload and download the latest versions of each file and keep files synchronised.

All files are stored in data centers on Amazon Web Services servers with advanced cybersecurity protection, while data is encrypted and transmitted over secure connections.

Qbox lets bookkeepers work and collaborate effectively, without the worry of keeping files secure, up-to-date, and in sync. Visit the Qbox website to find out more and sign up for a 30-day, risk-free trial. 

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