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heidi-spshabitat
Jul 15, 2024 8:35 PM UTC
Question

How do I create a Sandbox Test Company to experiment with a new chart of accounts?

Original commenter did not share additional details

6 replies

Ivan_G
Jul 15, 2024 9:45 PM UTC

I can help you in generating a sandbox test company file, Heidi.

 

To begin with, you'll need to set up and create a developer profile. Following the creation, you'll automatically get a sandbox company. Moreover, you can make up to 10 sandbox companies.

 

To produce a new one, please follow these steps:

 

  1. Log in to your developer account and go to the API Docs & Tools tab.
  2. Select Sandbox and click the + Add a sandbox company option.
  3. Choose QuickBooks Online Plus or QuickBooks Online Advance. If you've chosen QuickBooks Online Plus, picking your Country on the dropdown is a requirement. When created, the Country is unmodifiable.
  4. Once done, hit Add.

 

For complete details, kindly check this link: Create and test with a sandbox company.

 

I've also included this article that you can review to learn more about sandbox companies and how you can maximize them: Sandbox FAQ.

 

Should you have more queries about sandbox companies or need assistance with any QuickBooks features, just hit the Reply button. I'm one reply away.

heidi-spshabitatAuthor
Jul 16, 2024 7:56 PM UTC

Hello,

 

How do I get a test with our company data to test out a new chart of accounts?

 

Many thanks!

 

Candice C
Candice C
Jul 16, 2024 8:28 PM UTC

Good evening, @heidi-spshabitat. 

 

Thanks for coming back and asking additional questions. 

 

Using a trial version of your QBO may be better off for you and your business when testing out a new chart of account. The trial version allows you to import and export your own data while trying out features and much more. 

 

Try it free for 30 days

 

I hope this helps. Feel free to come back if you have further questions. Have a great day! 

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