Getting Started with QuickBase
What is QuickBase?
QuickBase is a web site that lets you quickly and easily select, customize and share online workgroup applications that actually work the way your teams do. QuickBase is developed by Intuit, a 20-year software veteran and web services developer with more than 25 million customers and more than $2.5 billion in annual revenues. Intuit is recognized for widely-used software such as QuickBooks®, Quicken® and TurboTax®.
What is an online workgroup application?
An online workgroup application is a Web-based solution that helps a team organize, track and share information – which in turn improves team productivity. QuickBase provides a platform for sharing any number of workgroup applications addressing a wide range of business needs. Examples include business-critical functions like sales force management and project management, or more focused initiatives like organizing marketing collateral or managing customer contracts.
Is QuickBase easy to use?
Yes. QuickBase is developed with the everyday business user in mind. You don’t need to be an IT pro – you can get a customized QuickBase application up and running in just hours. No programming is required. If you’re familiar with spreadsheets, you’ll feel right at home using QuickBase.
How does QuickBase work?
To get started, simply select one of QuickBase’s ready-made online workgroup applications, then customize it to suit your needs and your workflow. If you don’t find an existing application that addresses your business challenge, you can create one from scratch.
When you’re ready, add your existing data. It’s simple to import data from spreadsheets or other sources. Next, decide who you want to share the application with and what level of control you want to give them over the information. You can then send an invitation inviting team members to log in and start using your QuickBase application.
Do I need to install software on my computer?
No. QuickBase is completely Web-based. All you need is an Internet connection and a web browser. (For optimum performance, it’s recommended that your team members use Microsoft Internet Explorer Version 5.0 or higher.)
Where is my information stored?
All QuickBase applications and the information within them are remotely stored and hosted on Intuit web servers, which are monitored 24 hours a day, 365 days a year. Our customers know they can rely on QuickBase to protect their valuable information because of the Intuit reputation and the industry-standard practices we employ. These include SSL encryption to protect information during transmission over the Internet, around-the-clock security of our data center, and back-up and recovery systems that ensure QuickBase is ready to use anytime, anywhere.
Pricing, Terms & Options
How Much does QuickBase cost?
The cost for QuickBase starts at $249/month for up to 10 users. Additional users are only $3/user/month.
What are the terms?
No contract is required with QuickBase. The QuickBase subscription allows you to pay month-to-month by credit card, with the option to be billed annually if preferred.
Does QuickBase offer different packages?
Yes. Whether you’re considering QuickBase for your team or for your entire organization, we have the right offering for you. QuickBase for Workgroups is perfect for a dynamic business team. You can grow your account from 10 users to as many as you need in packs of five users each. If you’re a larger company with many business teams and hundreds or thousands of users, QuickBase for Corporations – designed for 100+ users and offering additional security, branding and account management features – might be a better fit.
With QuickBase you can create customized dashboards for your users, including personalized views of the information important to them, buttons to get them going to the right place fast, and information to guide them on what to do or what’s new.
Does QuickBase provide help and support?
QuickBase is easy to use. But if you do have questions, we offer many different forms of online support. Visit our Support Center to get the assistance you need.
How do I customize QuickBase applications?
Ready-made applications are available to help you get a jumpstart on solving your business challenges. Recognizing that every company has its own processes, that every team works differently, and that every individual has their own approach to completing a task, we’ve made it easy to modify QuickBase applications to suit your needs. For example, it’s easy to change field names, modify reports, or set rules for when team members receive reminders or notifications.
How do I upload my existing documents or information?
QuickBase offers an import feature that makes it easy for members of your workgroup to add data or documents to a QuickBase application.
What are the reporting capabilities?
QuickBase reports are powerful and flexible, providing the customized information that members of your team need, at-a-glance. You can quickly and easily create and modify reports yourself – without having to rely on IT to pull the reports for you.
How many QuickBase applications can I create?
With QuickBase, you can create and use as many applications as you want at no additional cost. QuickBase offers solutions for a variety of business needs. Whether you’re struggling with managing your projects, sales opportunities, customer lists, software bugs or other issues, QuickBase can help.
What kind of administrative features does QuickBase offer?
QuickBase provides capabilities to manage and monitor all users and applications within the workgroup. You can add and remove users as needed, track overall user activity, report on the total number of applications created within the workgroup, as well as delete applications, transfer application management, and much more.
Sharing with QuickBase
Who can my workgroup share applications with?
QuickBase enables your workgroup to easily share information with anyone who has an internet connection or browser, either inside or outside your company. This includes fellow employees, clients, partners or vendors.
Can I control who can view or modify information?
The administrator of an application can specify and control permissions over which individuals or sub-groups can view, modify, add or delete information.
How does QuickBase keep everyone on the team informed and up-to-date?
To promote better workflow, communication and collaboration, members of your workgroup can set up a wide range of communications specific to their applications. These include customized invitations to new applications, email notifications of changes or new documents, and activity reminders.