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janenebg
June 15, 2019
Question

How do you create a copy of your QBO so that we can test out some different configuration, e.g. integration with 3rd party inventory management.

  • June 15, 2019
  • 2 replies
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2 replies

A
Anonymous
June 16, 2019

Hello janenebg,

 

QuickBooks Desktop is the only version that can create portable copies of a company file. This isn't an option in QuickBooks Online. Company files in the online version can neither be downloaded nor saved on a computer. 

 

Here's a relevant article for a reference: Do I need to back up my data with QuickBooks Online?

 
You can try searching for a third-party inventory app that integrates with QBO directly. Please go to this site: https://apps.intuit.com/app/apps/home?categoryId=Track-Inventory and change the region to CA. 

If you're using API, we've got another community where you can post more questions about it. Please go to this website and choose General Questions: https://help.developer.intuit.com.

 

To know more about QuickBooks, please post more questions. We're here to help. 

J
janenebgAuthor
June 16, 2019

But how do I do any testing, I don't want to put test transactions in my live copy of QBO?  There must be a way to duplicate my company so I can test things out?

    Adrian_A
    Adrian_A
    June 17, 2019

    Thanks for getting back to us, janenebg.

     

    As what my colleague mentioned above, creating a copy of your file isn't available in QuickBooks Online. I will personally send feedback about this feature to our developers.

     

    For now, you can sign up for a trial account to enter the test transactions.

    1. Log out to your QuickBooks Online account.
    2. Go to this link: https://quickbooks.intuit.com/ca/pricing/.
    3. Toggle the page to FREE TRIAL.
    4. Choose a plan and click Try it free.
    5. Select Continue with free trial. You can either create a new user ID or use the existing one by Sign in hyperlink.
    6. Set up the trial account.

    You might as well check this article for more information: Create or Add Another Company.

     

    Feel free to post here again. I'm always around to help you.

    S
    shgit
    November 27, 2019

    This has got to be the dumbest restriction I have ever heard of. Not one developer at QB seriously ever considered someone wanting to do testing with integrations and not using their live environment? Seriously a huge restriction for the enterprise world.

      L
      LauraAB
      November 27, 2019

      I hear your concerns and want to assure you your feedback is being passed on. If you're a developer looking to integrate an app you're creating for QuickBooks and hoping to try it outside of your live books, the development team may have a test account for you to try things out in. I encourage you to reach out via the link for the Intuit Developer page in the original response to learn more about that.

       

      I'm here if you have further questions.

        S
        shgit
        November 27, 2019

        Nope. Simply and IT admin trying to test features that require out data without touching our live environment. It's ok someone else apparently thought the same thing and built out ChronoBooks which connects with the API to do this exact thing. Kind of sad a 3rd party has to provide a feature for QBO that you have been able to do with the desktop app for years.

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