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Level 1

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.

 
8 Comments
Moderator

Re: How do you create a copy of your QBO so that we can test out some different configuration, e....

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. 

Level 1

Re: How do you create a copy of your QBO so that we can test out some different configuration, e....

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?

Moderator

Re: How do you create a copy of your QBO so that we can test out some different configuration, e....

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.

Level 1

Re: 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.

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.

QuickBooks Team

Re: How do you create a copy of your QBO so that we can test out some different configuration, e....

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.

Level 1

Re: How do you create a copy of your QBO so that we can test out some different configuration, e....

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.

QuickBooks Team

Re: How do you create a copy of your QBO so that we can test out some different configuration, e....

I'm glad you've found this workaround.

 

Another great resource for testing out the product's built-in features is to use the Test Drive account for QuickBooks Online. I have a feeling it wasn't mentioned previously because you wouldn't be able to add apps, but if you're curious about the workings of features in general, give it a shot. Learn more here: Test drive QuickBooks Online

 

I hope that helps! Have a great rest of your day.

Level 4

Re: How do you create a copy of your QBO so that we can test out some different configuration, e....

@shgit ,

CB is part of the family member now. Utilize it to copy your data between QBO accounts.