Even as a Shared User, you already have your own Qbox account. If you would like to create your own Sync folder(s), so you are the owner and billable party, please first login to your Web Dashboard (www.coraltreetech.com/qbox).
Once signed in, select ‘+Add’ near the top right of the page.
Next, enter the name of your Root folder. Then, enter the name for your Sync folder(s) and invite any users you would like to have access using the ‘Email’ boxes. If you need to invite more Shared Users, you can do so later by clicking the three-dot Action menu for the sync folder and then clicking ‘Share’. The names of the Sync folder(s) you create here can be the same or different from the previous ones you had access to, although those you are creating will be owned by you.
If you do not see ‘+Add’ in the upper right of your landing page, you will want to select the three-dot Actions menu (in tree view) for your root folder, or click into the root folder (in tile and spreadsheet view), click the Actions button in the upper right, and then New Folder. For full instructions, please see the ‘Creating a Qbox Sync Folder’ help guide.
To learn about adding files to your new Sync folder(s), please click view our 'Copy QuickBooks Files into Qbox' help guide.