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1 post from December 2016

Tired of the Hassle in Using the Accountants' Copy Feature of QuickBooks?

This post was shared by Chris Wise from CoralTree, the makers of Qbox...thanks Chris!

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Trying to find a better way of getting QuickBooks information to your accountant (or if you're an accountant, to get information from your client)?

Many accountants and small businesses become exceptionally frustrated when trying to share QuickBooks files using the Accountants Copy.  To avoid the frustration related to the reduced functions of this type of file, you can use a resource like Qbox.  Qbox is one of the fastest growing QuickBooks desktop file sharing/collaboration resources available due to its security, simplicity, affordability, and high level of customer support. 

QBox Flowchart

If you are looking for a way to share a QuickBooks desktop file with a client or shared user in a remote location, Qbox provides an effective solution.  Unlike other traditional file sharing options, Qbox has unique controls that prevent the creation of conflicted copies and file corruption.

Accountants and small businesses appreciate that each Qbox user has their own local copy of the QuickBooks file and experience the performance of their local environment when entering transactions.

As an accountant or bookkeeper, you can access all of your clients from one simplified access point called the Qbox Explorer.  You work on your client’s files at any time regardless of whether or not your client’s computer is turned on. 

Screen shot of the Qbox Explorer:

QBox Console

Using Qbox, your files are always backed up in the cloud and available to download should anything happen to a user’s computer.  Additionally, Qbox keeps 20 copies (versions) of files in the cloud at all times so in the event of a corrupted file, a user can “roll back” to their preferred instance of the file. 

If you are frustrated with the limited capabilities of an Accountants Copy, using Qbox, you always have access to the working QuickBooks file. All of the Desktop functions are available to a Qbox user and you can print and/or back up locally if you so choose. 

Click here to learn more about Qbox and start your free 30-day trial today...

 

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