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Qbox: Account Owner Setup

 

Thank you for your interest in Qbox! To set up your Qbox account, follow the steps below:

  1. Visit our website (www.coraltreetech.com/qbox) and click the orange ‘Sign Up’ button. On the next page (shown below), enter your email address and full name, create a password, enter an affiliate code (if you have one), then complete the ‘I’m not a robot’ CAPTCHA, agree to the Terms of Services, and click ‘Submit’.
  2. Qbox will send you an email with a verification code. Enter the code in the boxes on this screen and click the 'Verify' button.
  3. On the next screen, enter your profile details, then click 'Next'.
  4. On the next screen, create your folders:
    1. Review your Root Folder name. The Root folder is where all your Sync folders will be created. Qbox will use your Company name as default. If you make a change, Qbox will check for uniqueness and may suggest a different name.
    2. Next, add your Sync folders and invite users to share by entering their email addresses in the boxes provided. If you need to share with additional users, go ahead and complete the folder creation process, and after please read 'Inviting Users to a Sync Folder' for more details.
  5. On the next screen, click ‘Download Qbox Client’ to install the Qbox Client on your computer. Click ‘Run’ when the Windows dialog box appears and then select ‘Install’.

    Please note:

    • If Windows only prompts you to ‘Save’, save the file and run it (open the ‘Setup’ file from your downloads) to initiate installation.
    • Qbox may install Microsoft .NET framework if it is not already installed.
    • If the download was not successful, you can download the Qbox Client again from the Admin page on your Qbox Plus Web Dashboard (www.coraltreetech.com/qbox).
  6. You should be prompted to login to the Qbox Client/Explorer when the installation is completed. Enter the email and the password you created for your account.
  7. Qbox will display the default location where the Qbox folder will be created. You can browse and select a different location if necessary. Please note, if the default location displays OneDrive, Dropbox, or any other syncing/backup service in the path, we strongly recommend you browse to select a location such as C:\Users\[Username]\Qbox or C:\Qbox to avoid interference while syncing and other possible errors.
  8. Qbox setup is now complete. If the files that need to be shared with the other users are stored on your computer, copy them to the Sync folders following instructions in our ‘Copy QuickBooks Files’ help guide. 

Going forward, it is strongly recommended that when you want to work on a shared file, you double-click the file name inside the Qbox Explorer window to allow its associated program (QuickBooks, Excel, Word, etc.) to open the file and ensure the shared copy of the file in your Qbox folder is the one being modified. If you do not open the shared file located in your Qbox folder, you will not receive the lock prompt. Do not begin working on a file until you have locked it. If you are not receiving the lock prompt after opening a file, please review our ‘Not Receiving Lock Prompt’ help guide to troubleshoot or contact Qbox Support immediately.

After setting up and installing Qbox, you will see three Qbox Client icons on your computer:

  1. A large ‘Qbox Client’ icon on your Desktop: this is the shortcut to run the Qbox Client software. Qbox starts automatically when your computer starts or wakes from being in sleep mode, so normally there should be no need for you to click on this icon. If you exited the program manually, you can start it again by double-clicking on this icon.
  2. A small Qbox icon on the Windows System Tray, usually at the lower right on your desktop. It could be hidden by Windows (view by clicking the ^ icon), but you can drag it to the taskbar to make it more accessible (as shown below). This is the Qbox ‘process’ icon, indicating that the Qbox Client is running. Double-clicking on this icon opens the Qbox Explorer window.
  3. A larger ‘Qbox Explorer’ icon on your Windows taskbar. Clicking on this icon displays or hides the Qbox Explorer. This icon is always visible when the Qbox Client is running.