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July 15, 2024
Question

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

  • July 15, 2024
  • 1 reply
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1 reply

July 15, 2024

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.

July 16, 2024

Hello,

 

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

 

Many thanks!

 

Candice C
July 16, 2024

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!