Skip to main content
A
Anonymous
July 5, 2023
Question

How Do I upgrade the practice dataset in the accountants version to Advanced?

  • July 5, 2023
  • 1 reply
  • 0 views
I have a number of clients that may benefit from the advanced version, but I want to see for myself before advising on the upgrade.  As I see the enabling it on the practice dataset would be the easiest.

1 reply

A
Ashleigh1
July 5, 2023

Hello Nick90, Thanks for posting on the Community page,  You can create an account for Advanced from the clients tab, so you can have a look at it. Here are the steps you need to take to do this below.

 

 click on clients tab left hand navigation bar> select add client> can call it advanced test for example > select advanced> Just make sure to select direct discount (we bill your client) That way it'll be auto set to a trial account. If you select wholesale discount (we bill your firm) it'll ask for payment info and you'll be charged> save 

Terms & ConditionsAccessibility statement