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June 20, 2020
Question

In Sample Company, I've worked with 2 new customers, but when I sign out and then go back to Sample Company, they are gone. How can I save my work with the new customers?

  • June 20, 2020
  • 2 replies
  • 7 views
No text available

2 replies

LieraMarie_A
Level 8
June 20, 2020

Hi there, @brucemfyfe.

 

It seems like you are using the QuickBooks Test Drive. The program won't save any work done in the test drive. It will refresh the original data every time.

 

I'd suggest utilizing the QuickBooks trial account to help you record your transactions. You can use a dummy email to register in the trial account for one month. I'd be glad to guide you with the steps.

 

  1. Go to https://quickbooks.intuit.com/pricing/.
  2. Click on the Free Trial for 30 days button.
  3. Select the plan that is beneficial to your business.
  4. Click Continue without payroll.
  5. Then click Check out.
  6. Enter your email address, mobile number, and password.
  7. Click Sign Up with Email.
  8. Choose Continue with trial.
  9. Follow the on-screen instruction.

 

In case you'll want to activate your subscription using the same email address, follow the steps below.

 

  1. Click on the Gear icon.
  2. Choose Accounts and settings.
  3. Select the Billing & Subscription tab.
  4. Click on the Subscribe button.
  5. Enter your payment information.
  6. Click Subscribe.


In case you need tips and related articles in the future, visit our QuickBooks Community help website.

Stay in touch if you have other questions about QuickBooks. Have a good one. Take care.

Fiat Lux - ASIA
Level 14
June 21, 2020

@brucemfyfe 

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 6 months. If you purchase from the trial account, you have to pay the regular rate.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo