QuickBooks

How are QuickBooks company files shared using Qbox? #

Qbox syncs the QuickBooks company files stored in the Sync folders to the users sharing the folders. Users can work on the file in the Sync folder after acquiring file lock. When they are done and close the company file, Qbox syncs the changes they made to the other users, and releases the lock. This way Qbox ensures that every user has the same version of the company file in the Sync folders on their local Windows storage. Qbox syncs both the QBW and TLG files in lock-step, so anyone of the shared users can create backups in QuickBooks.

Users in one office using QuickBooks in ‘multi-user’ mode can setup Qbox MU in their office, and share the files with users who are at remote locations. QuickBooks attachments can be share so everyone can see the documents attached to QuickBooks transactions. Logos and Tax forms can be shared along with the company files.

Which versions of QuickBooks are supported by Qbox? #

Qbox supports QuickBooks desktop versions including Pro, Premier, Accountant,  and Enterprise, 2008 and later. All international versions are also supported. Please note that all shared users need QuickBooks desktop of the same year installed on their computers.

Which QuickBooks files are synced to the cloud? #

Qbox syncs both the QBW and the TLG files, as recommended by Intuit.  The various other files and folders created by QuickBooks are not synced and remain in the users local storage. Qbox will not sync the QBB (backup), QBA (accountants copy), or QBM (portable) files that can be created in QuickBooks. These are not required for real-time collaboration using Qbox, and need to be saved in folders outside.

What is the TLG File? #

TLG or Transaction Log File is used by QuickBooks for error recovery. The TLG file increases in size every time you enter transactions. When you do a backup in single-user mode, with verification set to on, QuickBooks uses the information in the TLG file for any error recovery and minimizes the size of the TLG file.

Do I need QuickBooks software to open the file? #

Qbox is used to sync the Company files from one computer to another and does not include QuickBooks software license. All shared users need to have QuickBooks desktop software installed on their computer to access company files from Qbox.  In addition, users need to be on the same year of QuickBooks to access files, as company files are not compatible with versions of QuickBooks across years.

Can I use Qbox if I import transactions from my bank of credit card? #

You can continue to import transactions to your QuickBooks Company from online services like Bank and Credit Card. The file needs to be locked in Qbox before transactions can be imported. For this reason, first open the Company file in QuickBooks and lock the file in Qbox. Next, sync or import transactions from your online service. Then close the file to sync in Qbox and share with other users.

Can I use Qbox with QuickBooks POS? #

You can integrate QuickBooks POS to sync end-of-day transactions to the QuickBooks Company in Qbox. First open and lock the Company file and then sync the POS transactions. Once syncing is done, close the Company file to sync the transactions to Qbox and to other shared users. Please note that the QuickBooks POS will need to be configured to link with the Company file in the Qbox directory, which is displayed in the text box at the top of the Qbox Explorer.

I get a QuickBooks error when I opened the file from Qbox Explorer? #

Please note that Qbox will not cause a QuickBooks error. You can look up the error and the solution at the Intuit support website. For your convenience, we have listed some of the more common QuickBooks errors and a quick way to fix them. Please refer to QuickBooks Error Opening File for details.

Can I setup Qbox on my Laptop to access QuickBooks MU at work and SU while remote? #

You can setup Qbox on your Windows Laptop to access your QuickBooks Company files on a network server in multi-user mode while you are in your office, and from the Laptop local storage while you are traveling or working from home. This is done by creating two Windows user profiles on the Laptop and installing Qbox with different email addresses on each profile.

  1. For the user profile you use in the office, install Qbox with the email address that has the same private domain as other users in the office. Setup Qbox MU to access the common folder on the network server to access QuickBooks Company files in multi-user mode along with the other users in the office.
  2. For the user profile you use while remote, install Qbox with a different email address, which can be any private or public domain. Setup Qbox SU and locate the folder on a local drive like C: drive to access QuickBooks Company files locally.
  3. Please note that the Qbox Sync folder needs to be shared with these emails as a Team Member or shared user. Refer to section under Qbox MU and Sharing for additional details.
  4. Login to the corresponding Windows profile for office or remote, depending on your location.

Can I create an Accountants copy from the file in Qbox? #

Yes, you can create an accountant’s copy or merge it back conveniently in Qbox. Open and lock the file to create the accountant’s copy. Then you can merge the file once you are done.

I created a new Company in QuickBooks. Why is it getting setup in a Qbox Sync folder?

When you create a new Company, QuickBooks by default saves it in the same folder from which you accessed the previous Company. You need to specify a different folder while creating a new Company.

How do I share multi-user QuickBooks Company files using Qbox? #

Users in an office on a local network using QuickBooks in multi-user mode, can use Qbox to share the Company file with remote users. They need to setup ‘Qbox MU’ to access the Company file located on a server or a peer computer. Please refer to Qbox MU for detailed instructions for setting up Qbox for multi-user access.

How do I share QuickBooks attachments using Qbox? #

QuickBooks attachments created by users can be shared using Qbox. This is done by enabling the sharing of the ‘Attach’ folder created by QuickBooks, located in the same directory path where the Company file(s) are located. Please note that the attach folder is billed separately, in addition to the Sync folder.

Please refer to QuickBooks Attachments for detailed instructions for sharing attachments using Qbox.

Updated on March 26, 2021

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