Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Adobe Acrobat
Amazon Web Services (AWS)
Microsoft Access
Microsoft Excel
Microsoft Office 2024
Microsoft PowerPoint
Microsoft Word
QuickBooks Desktop Pro

Integrations

QuickBooks Online
Adobe Acrobat
Amazon Web Services (AWS)
Microsoft Access
Microsoft Excel
Microsoft Office 2024
Microsoft PowerPoint
Microsoft Word
QuickBooks Desktop Pro

Pricing Details

$5 per month
Free Trial
Free Version

Pricing Details

$135.00/year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Alternatives

ShareFile Reviews

ShareFile

Progress Software

Alternatives

ProperSoft Reviews

ProperSoft

ProperSoft Inc.
Stellar Repair for QuickBooks Software Reviews

Stellar Repair for QuickBooks Software

Stellar Information Technology
Ledgersync Reviews

Ledgersync

LedgerSync
Zed Axis Reviews

Zed Axis

Zed-Systems