Get an app from QuickBase Exchange

QuickBase Exchange contains many pre-built apps that you can copy and use. These apps address a variety of scenarios and can help you if you are looking for assistance with project management, sales, IT issue tracking, legal billing, document management and other business processes. To see the full list, click QuickBase Exchange on the right side of the My Apps page.

Finding the right app

QuickBase Exchange provides a number of different ways for you to find just the right app for your business needs.

To find an app in QuickBase Exchange:

  1. Sign in to QuickBase.

  2. Click QuickBase Exchange in the sidebar on the My Apps page.

  3. Find an app you'd like to use:

Viewing app details

To view more details for a specific app, click the Details button. On the Details page for an app, you can view the information provided by the app's author, including screenshots, a description of the app, the author's experience with QuickBase, and more. If the app has been reviewed, you can also read those reviews to see how other people felt about the app.

Copying an app from QuickBase Exchange to your account

Once you've found an app you'd like to use, it's easy to copy it from QuickBase Exchange to your account.

To copy an app to your account:

  1. When you've found an app you like in QuickBase Exchange, click the Get this app button on the app.

  2. If you have the rights to create apps in multiple accounts, choose an account from the list presented.

  3. Enter the name you want to give your new app and click Create. QuickBase copies the app into your account.

    The app Home page displays. You can now customize the app however you like.

Creating an app using QuickBase Exchange

If you prefer, you can get an app from QuickBase Exchange using the Create a new app command on the My Apps page. Notice that the process is very similar to copying an app to your account.

To create an app using QuickBase Exchange:

  1. Click Create a new app on the right side of the My Apps page.

  2. Click Find an app in QuickBase Exchange. The QuickBase Exchange page appears.

  3. When you've found an app you like, click the Get this app button on the app.

  4. If you have the rights to create apps in multiple accounts, choose an account from the list presented.

  5. Enter the name you want to give your new app and click Create. QuickBase copies the app into your account.

    The app Home page displays. You can now customize the app however you like.

Using and deleting sample data in apps

Some apps are contributed by community of QuickBase users, some are contributed by QuickBase Solution Providers, and some are created by the Intuit QuickBase team. Many apps come complete with sample data so you'll understand exactly what kind of information should go where, and how the application is meant to work. (How much data is in the app and how thoroughly the app has been prepared for QuickBase Exchange depend on the app's author.) Once you've had a look around and are ready to enter your own data, click Delete sample data in the Page bar on the app Home page. If you have already started adding some of your own records, don't worry. QuickBase will not delete any records that you have modified or added since creating your application.

 

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