Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
eZ Account Import allows you to seamlessly bring your online banking information into QuickBooks with minimal effort, requiring only a few clicks. It is compatible with all commonly used online banking download formats such as Quicken (.qif or .qfx), Money (.ofx), and Excel files (.csv, .xls, .xlsx). Beyond merely converting files, eZ Account Import operates as a unified application within QuickBooks. You can effortlessly transfer your online banking transactions to your QuickBooks bank register in just three straightforward steps. The application gives you access to your Chart of Accounts, lists, and transactions from QuickBooks, all within its interface. Users can quickly add transactions directly into QuickBooks, with real-time status updates on each transaction import made visible. You can import different types of transactions including checks, deposits, payments received, or bill payments directly into QuickBooks. Additionally, the tool allows for easy setup of mappings to remember QuickBooks payee, account, class, and customer details based on the transaction description, streamlining the entire process. This feature significantly enhances the efficiency of managing your financial records.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Adobe Acrobat
Yes
Amazon Web Services (AWS)
Yes
Microsoft Access
Yes
Microsoft Excel
Yes
Microsoft Office 2024
Yes
Microsoft PowerPoint
Yes
Microsoft Word
Yes
QuickBooks Desktop Pro
Yes
Integrations
QuickBooks Online
Yes
Adobe Acrobat
No
Amazon Web Services (AWS)
No
Microsoft Access
No
Microsoft Excel
No
Microsoft Office 2024
No
Microsoft PowerPoint
No
Microsoft Word
No
QuickBooks Desktop Pro
No
Pricing Details
$5 per month
Free Trial
Yes
Free Version
No
Pricing Details
$135.00/year
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
No
iPad App
No
Android App
No
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
Zachary Systems
Website
www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx
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
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No