Qbox Pro and Qbox Team versions enable small, medium or large CPA firms manage all their client QuickBooks Company files from their Windows desktops conveniently. Whether the client files need to be shared frequently or they need to be shared only once in a while, Qbox is the most cost effective, easy to use cloud based QuickBooks collaboration resource available today.
1. Regular Sync folders:
Use ‘Regular Sync’ folders to manage QuickBooks company files of clients whose files need to be accessed frequently. You and your clients can make changes and share them instantly for constant collaboration in real time. These folders are billed monthly or yearly. There is no limit on number of files in the folders or number of shared users.
2. Custom Sync folders:
Use ‘Custom Sync folders’ to manage QuickBooks Company files of clients whose files need to be accessed once in a while. Your clients can make changes frequently and keep syncing them up, but these are shared with you only when you enable sync for these folders. As an example, use Custom Sync folders for your Tax only clients, whose company files need to be accessed only once a year. Or use these folders for your ‘Write Up’ clients and access company files once a quarter. These folders are billed only when sync is enabled. Sync can be enabled for 1 month, 2 months or 3 months at a time.
3. Team Members and Team Admins
Qbox Team version can be used by medium to large CPA firms where multiple employees need access to all client company files. Employees can be added as ‘Team Members’ so they will automatically have access to every client folder. There is no need to send individual invitations to each employee. In addition, Team Members can be made ‘Account Admins’ allowing them to perform administrative tasks for the company like adding client company folders, force releasing file lock, rolling back a Company file to a previous version, and making Qbox payments.
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