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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Whether online or in-person, and regardless of whether the payment method is a card or eCheck, you can always provide customers with the option to pay in the way that suits them best, no matter where you operate. By integrating Payments with a QuickBooks Checking account, you can enjoy Instant Deposit without any additional fees, provided you qualify, creating a streamlined approach to managing and growing your finances in one convenient location. With the ability to receive payments on your own terms, you can access your funds faster and secure the cash flow necessary to maintain a robust business operation. If you currently utilize a QuickBooks Payments account through QuickBooks Desktop or GoPayment, you have the option to connect it with your QuickBooks Online account for enhanced functionality. All your transactions from bank accounts and credit cards will automatically sync with QuickBooks, making it easier than ever to monitor your income and expenses effectively. Enjoy the flexibility of getting paid when it suits you best and ensure you have available cash whenever necessary. Eligible payments can be deposited the next business day, or you can opt for instant deposits for a small fee of 1%. This efficiency allows you to focus on growing your business without worrying about cash flow delays.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Adobe Acrobat Yes 
Amazon Web Services (AWS) Yes 
AveeCare No 
Bloomreach No 
Bravo POS for Pawnbrokers No 
Dash Billing No 
GlassJar No 
Lithiq OS No 
Microsoft Access Yes 
Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
Monitor360 No 
OVVI POS No 
Paddle CRM No 
QuickBooks Desktop Pro Yes 
Rayven No 
WizCommerce No 
allGeo No 

Integrations

QuickBooks Online Yes 
Adobe Acrobat No 
Amazon Web Services (AWS) No 
AveeCare Yes 
Bloomreach Yes 
Bravo POS for Pawnbrokers Yes 
Dash Billing Yes 
GlassJar Yes 
Lithiq OS Yes 
Microsoft Access No 
Microsoft Excel No 
Microsoft PowerPoint No 
Microsoft Word No 
Monitor360 Yes 
OVVI POS Yes 
Paddle CRM Yes 
QuickBooks Desktop Pro No 
Rayven Yes 
WizCommerce Yes 
allGeo Yes 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

CoralTree

Founded

2009

Country

United States

Website

www.coraltreetech.com/qbox

Vendor Details

Company Name

Intuit

Website

quickbooks.intuit.com/payments/

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 

Product Features

Credit Card Processing

Cash Transactions No 
Contactless NFC No 
Electronic Receipts No 
Electronic Signature Yes 
Mobile Card Reader Yes 
PCI Compliance No 

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