Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

PaymentCollect™, a plugin for the entire suite of QuickBooks®, allows business owners to process credit cards natively within QuickBooks®, through the bank or processor of their choice. We support QuickBooks Desktop®, back to version 2004, and Point of Sale®, back to version 2010. As well as the new QuickBooks Online®, PaymentCollect™, allows business owners to natively process credit cards within QuickBooks®. By receiving, processing and automatically posting payments to QuickBooks, overhead costs can be reduced and variable costs eliminated. Your customers can pay their invoices online or by phone with Payment Collect™. We sync with QuickBooks®, so that invoices are automatically marked "paid".

Description

Qbox is a comprehensive platform for collaboration that enhances accounting workflows by integrating features such as file sharing, client portals, task management, messaging, invoicing, eSignatures, and remote access to QuickBooks Desktop, all within a unified dashboard. It allows users to work together on QuickBooks, MS Access, Word, Excel, and PowerPoint documents, ensuring automatic synchronization of updates and locking files to avoid any potential conflicts, while also accommodating QuickBooks attachments in various formats like PDF, DOC, XLS, JPG, and PNG alongside company files. The setup is straightforward, requiring no complicated installation—users simply provide access to their QuickBooks Desktop files, and Qbox takes care of version control and synchronization, facilitating secure, cloud-based collaboration even for users who engage in monthly reviews. Additionally, the platform integrates effortlessly with more than 300 applications compatible with QuickBooks and ensures high-level security through 256-bit SSL encryption, with data stored in AWS data centers to protect sensitive financial data. This level of integration and security makes Qbox an ideal solution for businesses looking to enhance their accounting efficiency and collaboration.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Desktop Pro Yes 
QuickBooks Online Yes 
Adobe Acrobat No 
Amazon Web Services (AWS) No 
BoxOn Logistics Software Yes 
Jezzam Yes 
Microsoft Access No 
Microsoft Excel No 
Microsoft Office 2024 No 
Microsoft PowerPoint No 
Microsoft Word No 
QuickBooks Online Advanced Yes 
QuickBooks POS Yes 

Integrations

QuickBooks Desktop Pro Yes 
QuickBooks Online Yes 
Adobe Acrobat Yes 
Amazon Web Services (AWS) Yes 
BoxOn Logistics Software No 
Jezzam No 
Microsoft Access Yes 
Microsoft Excel Yes 
Microsoft Office 2024 Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
QuickBooks Online Advanced No 
QuickBooks POS No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Payment Collect

Founded

2010

Country

United States

Website

www.paymentcollect.com

Vendor Details

Company Name

CoralTree

Founded

2009

Country

United States

Website

www.coraltreetech.com/qbox

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management Yes 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions Yes 
Receipt Printing Yes 
Recurring Billing Yes 
Signature Capture No 

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management No 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management No 
Version Control No 
Workflow Management No 

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