Qbox User Manual. Version 6.0

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1 Qbox User Manual Version 6.0

2 Index Page 3 Page 5 Page 6 Page 7 Page 8 Page 10 Page 11 Page 13 Introduction Setup instructions: new users Setup instructions: users invited to share a folder Adding Sync Folders Copying files to a Sync Folder Qbox Group Folder Getting Started with Qbox Qbox Administration and Configuration Qbox User Manual Ver. 6.0 Page 2

3 Introduction What is Qbox? Qbox is a folder on a Windows PC desktop attached to the Qbox Cloud over the Internet. Files in a Qbox Sync Folder will be synced and shared with other users securely. To share a file, Qbox first syncs the file up to the Qbox Cloud Server over the Internet and then syncs it down to the Sync Folders on the other user s computer. Thus Qbox makes sure that all users have identical copies of the file on their computers. When a user wants to make changes to a shared file, Qbox acquires a File Lock for the user, so that only his or her changes are synced to the Qbox Cloud. Other users can simultaneously view the shared file on their desktops, but any changes made by them will not be synced. Qbox assures coherent file updates by issuing File Lock to only one user at a time. Qbox Folder Qbox Folder is created when Qbox is setup on a PC. It is usually located under the My Documents folder and contains Root Folders and Sync Folders. Users have the option to create the Qbox folder at any location of their choice. Root Folder When a user sets up a Qbox account, Qbox assigns a Root Folder with a unique name to the user. Sync Folders added by the user are created inside their Root Folder on their PCs. When the owner of a Sync Folder sends a sharing invitation to another user, Qbox creates the owner s Root Folder on the user s PC and then creates the Sync Folder inside the Root Folder. Thus a user can be sharing Sync Folders from multiple owners without confusion, as each Sync Folder is created inside the respective owner s Root Folder. Sync Folders Qbox users can create Sync Folders within their Root Folder and invite other users to join. Qbox then creates the user s Root Folder and the Sync Folders on the invited user s PC. Users only see the Sync Folders they own and those shared with them by other owners. Users can add files to any Sync Folder, owned or shared. They can acquire File Lock and make changes, sync and share changes made. The user who owns a Sync Folder can also create additional sub-folders to organize files. Qbox has two types of Sync Folders: Regular Sync and Custom Sync Files inside Regular Sync Folders are synced and shared always, in real time. These folders are used when files need to be changed and shared frequently, for constant collaboration. They are billed monthly or yearly depending on user preference. Files inside Custom Sync Folders are synced to the Qbox Cloud Server, but they are shared with other users only when sync is enabled. When sync is disabled, only the owner of the file, who first setup the file Qbox User Manual Ver. 6.0 Page 3

4 in the Custom Sync Folder, is allowed to acquire lock and sync changes made. Other users will not be able to acquire file lock or sync changes. When sync is enabled, all users are allowed to acquire file lock and sync changes made. These folders are billed only when sync is enabled. Sync can be enabled for 1, 2 or 3 months at a time. Qbox Explorer Qbox Explorer is launched by double clicking on the small Qbox Icon on the Windows Task bar. It is used to view Qbox folders, files and their status at one place conveniently. Files can be opened in their supported application simply by double clicking on the file names. Root Folders and Sync Folders are marked for identification. Users can view lock status and sync status of the shared files right on their desktop, without the need for logging into the Qbox Website. Qbox provides several configuration options to suit user workflow these can be selected from the Qbox Explorer. Qbox Icon Once Qbox is setup, the Qbox Icon with the letter Q inside a small square green box, is displayed on the Windows Task Bar, usually at the lower right of the Windows desktop. This icon is accessed for Qbox operation as described below and can be moved to the Task Bar for easy access if it is hidden. Double clicking on the icon launches the Qbox Explorer described above Right clicking on the icon opens the Qbox menu showing additional links The icon turns orange or green with a circular arrow during sync and green with a check mark when all files are in sync. The icon turns gray if Internet is not available and orange with a red exclamation if an error is encountered. File sync status information is displayed in a bubble message above the icon for user convenience. Qbox Web Dashboard Qbox Web Dashboard is accessed after signing in at the Qbox Website https://qbox.coraltreetech.com using the user s and password. Users can view sync status, lock status and history of files inside Sync Folders they own as well as those shared by other users. Users can perform important administrative functions like: Adding folders and sending sharing invitations to other users Accepting invitations sent by other users to share their folders Forcing the release of a File Lock Rolling back a file to a previous version Password reset Download Qbox client for restoring from a PC crash Qbox User Manual Ver. 6.0 Page 4

5 Shared users Qbox folders can be shared with other users simply by adding their addresses to the folder at the Web Dashboard. Invited users get an with instructions for setting up Qbox on their computers. Folders, subfolders and files are shared only with users who have been invited and have joined the folder. Team members A user can invite other employees, who are on the same company domain, as Team Members. Once they setup Qbox and join, the user s Root Folder and all its contents are automatically shared with the Team Members. There is no need to invite them to share individual folders. In addition, a Team member can be given admin privilege so they can create Sync Folders, invite users, release lock, roll back files and make Qbox payments. Group Folder Qbox Team members on a Local Area Network can setup a Qbox Group Folder on a network drive, to conserve disk storage and reduce the Internet bandwidth used for file syncs. Team members in the group will access files and folders from the same Qbox Sync Folders, and their Qbox Explorers display the sync or lock status of the common files. Group Folder can also be setup by Qbox users invited to share the same folders from a single owner. Set Up Instructions new users New users can setup Qbox account by following the instructions below: 1. On your browser, go to the Qbox website at https://qbox.coraltreetech.com and Sign Up by entering your address and name. 2. On the next screen, enter the Associate code, if you have one, and click Continue. Qbox will send you an with a temporary password. 3. On the home page, click on the Sign In button, enter your address and the temporary password, and click Sign In. 4. On the subsequent screens, read and accept the End User License Agreement, create your permanent password. 5. Enter your company name and phone number. 6. Review your Root Folder name. 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. You can then add Regular Sync Folders and Custom Sync Folders and invite users to join by entering their addresses. Qbox will send invitation s when you click Create and create these folders on your computer and that of the shared users when they setup their accounts. Additional Regular and Custom Sync Folders can be added at any time after your account is setup. Qbox User Manual Ver. 6.0 Page 5

6 7. On the next screen, click "Download to install Qbox on your computer. Click Run when the Windows dialog box appears and then select Install. Notes: i. If Windows prompts you to Save the file, save the file and run it to initiate installation. ii. Qbox may install Microsoft.NET framework if it is not already installed. 8. You should then see a Qbox client login prompt on your Windows desktop. Enter your and password. 9. Next, Qbox will display the default location where the Qbox folder will be created. You can browse and select a different location if needed. 10. To setup a Group Folder, click the Setup Group Folder button. You can then browse and select a location on a network drive. You also need to enter a name for your group, which will be used for Locked by information for file locks. 11. Qbox will then create the folder named Qbox at the selected location, and create the Root folder, Regular Sync Folder and the Custom Sync Folders you created at the website. If you selected a Setup Group Folder, and if a Group Folder is already setup, Qbox will display the location of the folder and simply join the same folders without creating new folders. 12. Back on the website, click Yes to confirm that the setup has been done successfully, which will take you to the Regular Sync Folders page. If you set up Sync Folders in step 6, you can see them listed on the Files page. You can now logout of the Qbox Web Dashboard. Qbox setup is now complete. To share a file with the other users you invited, copy the file to the Sync Folder following instructions under Copying files to a Sync Folder. Notes: i. After setup, you will see two Qbox icons on your computer: A large Qbox icon on your Desktop: this is the shortcut to run Qbox client software that runs on your Windows PC. A small Qbox icon on the Windows Task Bar, usually at the lower right on your desktop. Double clicking on this icon opens the Qbox Explorer. Setup Instructions users invited to share a folder 1. On your browser, go to the Qbox website at https://qbox.coraltreetech.com and Sign Up by entering your address and name. Qbox will send you an with a temporary password. 2. Click on the Sign In button and login using the same address and the temporary password you received. 3. On the subsequent screens, read and accept the End User License Agreement, create your permanent password, enter your name and phone number. 4. On the next screen, click "Download to install Qbox on your computer. Click run when the Windows dialog box appears and then select Install. Qbox User Manual Ver. 6.0 Page 6

7 Notes: i. If Windows prompts you to Save the file, save and double click on it to initiate installation. ii. Qbox may install Microsoft.NET framework if it is not already installed. 5. You should then see a Qbox client login prompt on your Windows desktop. Enter your and password. 6. Next, Qbox will display the default location where the Qbox folder will be created. You can browse and select a different location if needed. 7. To setup a Group Folder, click the Setup Group Folder button. You can then browse and select a location on a network drive or join a group folder already setup by another user. You also need to enter a name for your group, which will be used for Locked by information for file locks. 8. Qbox will then create the folder named Qbox at the selected location, and create the Root folder, Regular Sync Folder and the Custom Sync Folders shared with you. 9. If you selected a Setup Group Folder, and if a Group Folder is already setup by an owner or another invited user, Qbox will display the location of the folder and simply join and display the common folders and files in the Qbox Explorer. 10. Back on the website, click Yes to confirm that the setup has been done successfully, which will take you to the Files page. You can now logout of the Qbox Web Dashboard. Qbox setup is now complete. To share a file with the other users you invited, copy the file to the Sync Folder following instructions under Copying files to a Sync Folder. Notes: ii. After setup, you will see two Qbox icons on your computer: A large Qbox icon on your Desktop: this is the shortcut to run Qbox client software that runs on your Windows PC. A small Qbox icon on the Windows Task Bar, usually at the lower right on your desktop. Double clicking on this icon opens the Qbox Explorer. Adding Sync Folders Qbox users can add Regular or Custom Sync Folders using instructions given below. To add a Sync Folder on your PC: 1. On the Qbox Explorer, select Regular Sync or Custom Sync and select a folder where the new folder needs to be added. 2. Right click on the empty space and select New Folder, enter the folder name. 3. Login to your account on the Qbox Website https://qbox.coraltreetech.com and access the Qbox Web Dashboard 4. On the Regular Sync or Custom Sync page: a. Locate the folder that you just added, click on the Share icon to open dialog box Qbox User Manual Ver. 6.0 Page 7

8 b. Enter the ids of new users you want to invite to share the folder, click Send Invitation To add a Sync Folder at the Qbox Website: 1. Sign Into your account on the Qbox Website and access the Qbox Web Dashboard. 2. On the Regular Sync or Custom Sync page: a. Select your Root folder or any subfolder where the new folder will be added. b. Click the New Folder button located at top right and enter the folder name in the dialog box. The dialog box also shows the current shared users, if any. Click Create. c. Locate the folder that you just added, click on the Share icon to open dialog box d. Enter the ids of new users you want to invite to share the folder, click Send Invitation. The folder and its contents will be created on the user PCs if they have enabled Accept sharing invitations automatically on their Admin page. If this is not enabled, they have to login at the Qbox Website and Accept the invitation on the Admin page. Note: If you do not have your own folders, you can create them by first clicking the Create my folder link on the Admin page. You can then create your own Root Folder, Regular Sync and Custom Sync folders, and send sharing invitations to other users. Copying files to a Sync Folder Most files can be copied to a Qbox Regular Sync or Custom Sync Folder simply by a Copy and Paste operation: 1. Open the Windows folder where the file to be copied is located 2. Copy the file by right clicking on it and selecting Copy 3. On the Qbox Explorer open the Sync Folder where the file needs to be copied 4. Paste the file by right clicking in the empty space and selecting Paste In the Auto Sync mode, the files will be synced automatically. If Qbox is set to Manual Sync, click on the Sync Now button to initiate sync. Note: Make sure that you are copying the file to a Sync Folder. Files copied to the Root Folder will not be synced or shared. Qbox User Manual Ver. 6.0 Page 8

9 Copying QuickBooks Company (QBW) files to Qbox QuickBooks Company files can be copied using the copy utility available with the Qbox Explorer under the Preferences tab. This utility can locate and copy both QBW and the companion TLG files to a selected Regular Sync or Custom Sync Folder. After copy, use only the file in the Qbox Sync Folder. The Rename source file box on the utility can be set to change the name of the file in the previous location, so you will not inadvertently open that file. This method can be used if online services like Intuit Sync Manager are not setup. If any online service is setup, then the recommended method is to use the Backup and Restore operation described below: 1. Set Qbox to Manual Sync mode. 2. Open QuickBooks and open the Company file (QBW file) you want to copy. 3. Create a backup of the file at the usual location or somewhere you can easily find it (for example, the desktop). 4. Close the Company file. 5. Initiate a restore of the Company file from the backed up file. 6. When QuickBooks prompts you to select a location for restore, select the Qbox Sync Folder. Usually this will be: My Documents/Qbox/Root folder/ Sync Folder. Check to make sure that the correct Sync Folder is selected. You may need to click on the Qbox Folder and sub-folders until you locate the correct Sync Folder. 7. After restoring, close the file. 8. You should now see the file in Qbox Explorer. If not, refresh the Qbox Explorer by clicking on the two arrows below the Sync Now button. 9. Initiate sync by clicking on the Sync Now button. 10. Rename the Company file at the old location to something else (example: Company File old.qbw) so that you will not open that file by mistake in the future. 11. Start using the Company file that is now located in your Qbox Sync Folder. After restoring the file, you can change the Sync Mode to Auto for regular use, depending on your preference. QuickBooks special situations If you are using Intuit Sync manager, Web Connector, Intuit Payroll or any other online services like Bill.Com, importing transactions from Banks and Credit Cards, please read the following important information: 1. These online services will work well in the Qbox environment if you first open the Company file in QuickBooks, lock the file and then manually sync with the online service. Qbox User Manual Ver. 6.0 Page 9

10 2. Changes made to the Company file by the online service, without the file lock will not be synced. For this reason the online service should be set to manual sync, and sync should be initiated after the file is opened and locked. 3. If you have multiple Company files updated by the online service, sync only the file that is open in QuickBooks and locked. 4. Online services integrated with QuickBooks may stop working when the Company file is moved to the new location. Please read the FAQs or Help instructions for the respective online service to understand how the Company file can be relocated to a different folder. Intuit Sync Manager Once you backup and restore the Company file into the Qbox Sync Folder and rename the previous Company file, Intuit Sync Manger will give an error when sync is attempted. Note that you can fix the problem by selecting the Company file from the new location. Web Connector Open the Company file from the old location and Remove the application on Web Connector. Then open Company file from the new location and re-install the Web Connector. QuickBooks Company files in multi-user mode Users accessing the same QuickBooks Company file in a multi-user mode can setup a Qbox Group Folder on a network drive. The multi-user company file can be setup in this Group Folder and accessed from the Qbox Explorer on each group user s computer desktop. If the Group Folder cannot be setup, then use one of the following methods: If you are hosting the QuickBooks Company file in a multi-user mode on your PC, setup Qbox on your PC only and copy the file to the Sync Folder. You will need to open the file first and lock it before allowing other users to access the file. All users need to close the file to sync changes or receive changes made by external users. If the QuickBooks Company file is hosted in a multi-user mode on an unattended server, then using Qbox to share the file with external users needs to be planned carefully: you may want to allocate the responsibility of acquiring and releasing lock to an administrator so that lock is always acquired before others start using the Company file. Qbox Group Folder Qbox Group Folder is a common folder on a network drive accessed by multiple users on a Local Area Network. All users access the same files in the Sync Folders. Group Folder can be setup by: 1. Team Members on a Local Area Network (LAN) 2. Users invited to share the same folders by another owner Qbox User Manual Ver. 6.0 Page 10

11 Group Folder can be setup during first time installation or after Qbox has been setup. Qbox folder can be switched to a Group Folder by selecting the Switch to Group Folder option under the Preferences tab of the Qbox Explorer. Advantages: 1. As the users of the Group Folder access common folders and files, it helps conserve storage space as only one instance of the files are created for all users. 2. Internet bandwidth used is reduced as files are synced up or down only once for all the users in the group. 3. Multi-user QuickBooks files can be setup in the Group Folder for the users of the group to access from Qbox Explorer. Any user opening the file first can lock the file for the group. Group Folder operational details: 1. As the files in the Group Folder are accessible by all the users in the group, an external user inviting one of the users to share his file, will in reality share the file with all the users in the group. If sharing has to be done privately, then the specific user will need to switch to a Private Folder by selecting Switch to Private Folder from Preferences. 2. When one user locks a file, the file is locked for the group. Qbox Explorer displays the group name for the locked by information for easy identification. Group name is created at the time of setup and can be edited at the Qbox Web Dashboard, Profiles page. 3. All users will need to exit the multiuser file before Qbox can sync the changes and release file lock. 4. Sync mode for all users will be set to same when one user changes the mode. 5. A user in the group can change to a Private folder by clicking on the Switch to Private folder option. 6. When one user in the group relocates the Group Folder, it will be relocated for all the users in the group. Getting Started with Qbox Running Qbox client When you turn on your computer, Qbox starts automatically and logs into the Qbox Cloud Server. You should see a green Qbox icon on your Windows Task Bar at the right hand bottom of your screen. This may take several seconds depending on how many programs Windows is starting automatically. If Qbox is not running, you can start it by double clicking on the larger Qbox Client icon on your desktop. Qbox Sync modes Qbox Sync can be set to Auto or Manual. To change the sync mode, open the Qbox Explorer and click Settings and select Auto or Manual Sync mode. In the Auto mode, Qbox syncs changes made to the file automatically, once the file is closed. In the Manual mode, close the file and click on Sync Now to initiate sync. Qbox User Manual Ver. 6.0 Page 11

12 Locking Qbox shared files Qbox Lock mode can be set to Auto or Manual. To change the lock mode, open the Qbox Explorer, click Settings and select Auto or Manual Lock mode. In the Auto mode, the file will be locked as soon as you open the file, provided lock is available. In the manual mode, Qbox will prompt you to lock the file. a. To make changes to the file, click Yes to acquire the lock. b. If you don t want to make any changes, click No to decline the lock. If another user has locked the file, Qbox will show the File could not be locked message. Changes you make to the file will be synced only if the file lock is acquired. If you make changes without the lock, changes you made can be overwritten when another user who has the lock syncs his or her changes. You may at times want to just run reports or make trial changes to the file and not really sync it. To do this, decline the file lock and your changes will not be synced. Notes: i. To open a file, open Qbox Explorer and simply double click on the file name. This will launch its supported application and open the file. ii. If by mistake you open the file from a previous location and not from Qbox, you will not see the prompt to acquire file lock. Your changes will not be synced and shared with other users. Syncing changes made to Qbox shared files Once you are done with making changes, close the file to initiate sync. a. In the Auto Sync mode, Qbox will initiate sync automatically in a few seconds. Qbox icon will turn orange and then green with a circular arrow during the sync process. File Lock will be released when syncing is done. b. In the Manual Sync mode, you will need to initiate sync manually by clicking on the Sync Now button on the Qbox Explorer. Notes: 1. In the Manual Sync mode, if you have made changes to multiple files, all of them will be synced when you initiate sync. 2. After syncing starts and the Qbox icon changes from orange to green, you can open the same file again and acquire file lock to continue making changes. Ignoring changes made to a file and releasing file lock If you acquired file lock and made changes to the file, but don t really want to sync it, you can ignore the changes and release lock. This option is available only in the Manual Sync mode. To do this, close the file and Qbox User Manual Ver. 6.0 Page 12

13 under Preferences, select Ignore Changes, Release Lock. After you confirm, file lock will be released and the previous version of the file will be restored from the cloud. Receiving changes made by other users to a Qbox Shared File Changes made by other users to a shared file will be synced to your PC automatically, provided the file is closed. If the file is open in its supported application, Qbox will display a message informing you that new updates are available and ask you to close the file. Syncing will be completed within a few seconds after you close the file. Qbox Administration and Configuration Enabling sync for Custom Sync Folder To enable sync for a Custom Sync Folder, login to your account at the Qbox website, locate the Custom Sync Folder and check the box provided for enabling sync. Sync can be enabled for 1, 2 or 3 months. Your will be billed for the period during which sync is enabled. Inviting additional users to share a folder To invite additional users to share a Regular Sync or Custom Sync Folder you have already setup, login to your account at the Qbox website, and locate the folder. Click on the Share icon and add the addresses of users you want to invite. Users can be set to R/O if you don t want them to make changes to the files in the folder. Deleting users from a folder To delete a user from a folder, sign in to your account at the Qbox website, and locate the folder. Click on the Share icon and delete the user by clicking on the red X. Please note that the folders and files in the folder will be deleted on the user s computer. If the user needs to keep the folder and files, they need to be moved out of Qbox before their sharing is deleted. Adding Team Members You can add your company employees, who are on the same company domain, as Team Members to provide access to all your Sync folders. In addition, you can make them Admin so they can also create Sync folders and send invitations, force release locks, roll back file to previous versions and pay Qbox bills. To invite additional Team Members or manage existing Team Members, click on the Manage Team Members link on the Admin page. You can invite Team Members by entering their id. You can also set Admin privilege or mark them Read only. Qbox User Manual Ver. 6.0 Page 13

14 Deleting Team members To delete a Team Member, sign in to your account at the Qbox website, go to Admin page and click on Manage Team Members. Delete the Team Member. Please note that all folders and files will be removed from the Team Member s computer. Releasing a File Lock manually When a user acquires file lock, changes made by other users will not be synced so they are essentially locked out until the first user syncs the file to release lock. To recover from a lock out situation, the file lock can be manually released by the owner of the Sync Folder or by the user who acquired the lock. To release a file lock manually, login to your account at the Qbox website and locate the shared file on the Qbox Web Dashboard. Click on the Locked Icon for the shared file, and select Release Lock. If you are not the owner of the Sync Folder or the user who locked the file, you cannot release the Lock. Rolling a shared file back to a previous version Qbox maintains 10 versions of the shared file in the Qbox Cloud. The owner of a Sync Folder can do a Roll Back to any previous version of the file. During Roll Back operation, Qbox will release any file lock that may be active and download the selected version of the file to the PCs of all shared users. To do a Roll back, login to your Qbox account at the Website, and on the Qbox Web Dashboard, locate the shared file which needs to be rolled back. Click on the History icon which will show the previous 10 versions of the file available in the cloud. Select a version and click Roll Back which will initiate the roll back process. Creating own folders If you are sharing folders from another owner, you can setup your own folders and share it with other users. Qbox Explorer will display these folders under your own Root Folder. To create your own folders, sign into your account at the Qbox Website, go to the Admin page, and click on Create my folders link. You can then create your Root Folder, Regular Sync or Custom Sync Folders, and send sharing invitations to other users. Deleting files and folders Files and folders can be deleted by the owner on the Qbox Explorer or at the Qbox Web Dashboard after signing in at the Qbox website. To delete, simply right click on the file or folder name and select delete. Contents of a folder need to be deleted before the folder can be deleted. Restoring deleted folders and files Deleted folders and files are available in the Qbox cloud for 30 days from the date they are deleted, and can be restored during this 30 day period. To restore, sign into your account at the Qbox Website, Qbox User Manual Ver. 6.0 Page 14

15 identify the path where the folder or file was present and click on the Deleted Items link. Right click on the folder or file you want to restore and select Restore to restore it on all shared user computers. Changing your password To change your Qbox password, sign into your account at the Qbox Website and on the Qbox Web Dashboard, click on Admin, which will show you the My Settings section. Click on Change Password to change your password. Viewing status of sharing invitations sent To find out if a user you invited to join a Sync Folder has accepted the invitation, login to access your Qbox Web Dashboard and click on Admin and then select Invitations Sent on the side bar. You can see your invitations and their status listed. Viewing and accepting sharing invitations received To accept a sharing invitation you received, login to access your Qbox Web Dashboard and click on Admin and then select Invitations Received on the side bar. You can see the invitations you received and Accept or Reject the invitations. Note: if Accept folder sharing invitations automatically under Preferences is checked, the folder invitations will be accepted automatically, and you will not need to accept them manually. Recovering from a PC crash If your PC has been restored from a crash or if you have a new PC, you can restore all your Qbox folders and files easily. Sign into your account at the Qbox Website, go to the Admin page and download Qbox Client to your PC. After you install the Qbox client and login, it will restore your Qbox folders and files automatically. Setting up a second PC for the same user Please note that the you used to setup Qbox is tied to that PC. If you want to have access to your Qbox folders and files on a second PC, you will need to use another address. If you are the owner of the Sync Folder, you can invite the second yourself. If you are not, then the owner of the Sync Folder has to send an invitation to your second address. Auto or Manual Sync To configure Qbox to Auto or Manual Sync, select Settings on the Qbox Explorer and select the desired Sync Mode. In the Auto Sync mode, Qbox will sync a locked file automatically once the file is closed. In the Manual Sync mode, the file will be synced only when the Sync Now button is clicked. Qbox User Manual Ver. 6.0 Page 15

16 Auto or Manual Lock To configure Qbox to Auto or Manual Lock, select Settings on the Qbox Explorer and select the desired Lock Mode. In the Auto Lock mode, Qbox will lock the file automatically, when you open the file, provided no other user has locked the file. In the Manual Lock mode, Qbox will display a prompt for lock giving you the option to lock or not lock the file. Qbox messages To show or hide Qbox messages (bubble messages shown above the Qbox icon), select Settings on the Qbox Explorer, go to Messages and check or uncheck Qbox Sync Messages. To show or hide Qbox tips (like QuickBooks company file back-up reminders), select Settings on the Qbox Explorer, go to Messages and check or uncheck Qbox Tips. Qbox Explorer auto start Qbox Explorer starts automatically by default, when Qbox is started. To stop this, select Settings on the Qbox Explorer and uncheck Auto Start for the Explorer. You can then start Qbox Explorer manually when needed by double clicking on the Qbox icon. View shared files only Qbox explorer is by default set to show only the main shared files. This is particularly convenient for applications like QuickBooks which creates several files for each company. To show all the files, select Settings on the Qbox Explorer and uncheck View Shared Files Only option for the Explorer. Keep Explorer minimized for easy access Qbox Explorer can be always minimized and not closed for easy access. To enable this feature, select Settings on the Qbox Explorer, and check the Minimize, do not close option for the Explorer. Uncheck this option to close the Explorer when X is clicked. Move Qbox location To move Qbox location, select Preferences on the Qbox Explorer and select Move Qbox Location. Qbox will prompt you to select the new location. Please make sure that there is no folder named Qbox at this location. After you confirm, Qbox will restart, create the Qbox folder at the new location and copy all the Sync Folders and files. Please note that Qbox will not copy any of the folders or files that are not shared. You can move the Qbox location only if none of the files are locked by you. If you have any locked files, first sync the files and release the lock, and then move the location. Qbox User Manual Ver. 6.0 Page 16

17 Change Qbox Account To change the account used for Qbox, select Preferences on the Qbox Explorer and select Change Qbox Account. Qbox will delete all Qbox files and folders, and prompt you for account and password. Use this option to reinstall Qbox with a different user account. Upgrade Qbox Account Qbox Team and Basic plans can be upgraded to Qbox Plus. Qbox Pro plan can be upgraded to Qbox Team or Qbox Plus. To upgrade, sign into your account at the Qbox Website, go to the Admin page and click on the Upgrade Account link. Downgrade Qbox Account Qbox Team plan can be downgraded to Qbox Pro. Qbox Pro can be downgraded to Qbox Basic. To downgrade, sign into your account at the Qbox Website, go to the Admin page and click on the Downgrade Account link. Billing and Payments Qbox users are billed for the number of Regular Sync folders that have been shared, and the number of Custom Sync folders for which sync is enabled. Billing is done monthly, on the billing date, which is the date on which your account was created. When a bill becomes due, Qbox will send an notifying that payment is due. To make a payment, sign into your account at the Qbox Website, go to the Admin page and click on Billing and Payments. You can view the bill by clicking the View link for the bill. You can change the billing for each Regular Sync folder to monthly or yearly by clicking the Billing Cycle. To make a payment, click on the Pay Now link and provide your credit card details. To setup automatic payments, click on Auto Pay and provide your credit card details. Once setup, the credit card information stored for automatic payments can be changed or deleted by clicking on the Auto Pay Detail link. Qbox User Manual Ver. 6.0 Page 17

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