Skip to main content
F
feedbaylenny
February 14, 2021
Solved

Hi! Taking a course on using QuickBooks. I go to the website and log on. How do I open the file for a sample (service) company? Thanks!

  • February 14, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by mv32

Please bear with me as I take this step-by-step to get to the sample company Larry's Landscaping (the service example). I'm attaching three options of downloads. Which would be the correct one (and I don't have Mac)?

Thanks!

Lenny


I'd be happy to help you today, @feedbaylenny.

 

You can either choose to download and test the trial version for QuickBooks Desktop (QBDT) Pro 2021 needs to be enabled with the Licence number and Product number or the QuickBooks Desktop Enterprise 21.0 that doesn't need any codes to open the trial.

 

In your case, I'd suggest installing the QuickBooks Desktop Pro 2021 trial since you've already installed the QuickBooks Desktop Enterprise. This will make sure that you can utilize and test the application well.

 

Also, please make sure that your computer meets the minimum system requirements before installing the program so that it will work seamlessly.

 

Once QBDT is installed, you can click the QuickBooks icon to run application and then open a sample company file from this mini window:

 

Also, you can test your navigation skills with the article shared by @ReymondO, the QuickBooks Desktop user guides. And if you need assistance with a live agent to guide you step by step, please reach to our QuickBooks Desktop Support team.

 

Additionally, you can spot this resource on how to add a company file: Create a QuickBooks Desktop company file.

 

Share with us how it goes in running the trial version. The Community team is ready to help anytime. Enjoy your day!

1 reply

R
Rea_M
February 14, 2021

Hello there, @feedbaylenny. Welcome to the Community.

 

Let's visit the QuickBooks Test-Drives and Trial Links page to open a sample company file for QuickBooks Self-Employed (QBSE). With this, you're able to use pre-filled sample data as a reference while taking your course and have a complete QuickBooks experience. Here's how:

  1. Go to the QuickBooks Test-Drives and Trial Links website.
  2. Scroll down to the Test-drive section.
  3. Select the QuickBooks Self-Employed Test Drive hyperlink.
  4. Follow the on-screen instructions to complete the process.

 

On the same page, you're also able to view and download other QuickBooks test-drives (i.e., QuickBooks Online (QBO) and QuickBooks Desktop (QBDT)). This will give you the idea of choosing the product that's right for your business in the future.

 

In the meantime, I'm adding this article to learn more about the basics of QBSE: QuickBooks Self-Employed Overview. It answers the most frequently asked questions about the program and self-employed taxes, to name a few.

 

Please don't hesitate to comment below if you have other concerns about managing your QBSE account and transactions. I'm just around to help. Take care always.

F
feedbaylennyAuthor
February 21, 2021

Thank you. I haven't worked as quickly on this as I should.

Anyway, I ended up with Rock Castle Construction. How can I change that to Larry's Landscaping?

Lenny

Terms & ConditionsAccessibility statement