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Practice with sample client companies in QuickBooks Online Accountant

SOLVEDby QuickBooks1Updated 2 weeks ago

Learn how to test QuickBooks Online Accountant features in a demo client company.

Are you new to QuickBooks Online Accountant? Do you want to try out a new workflow? Is there a new accountant tool you want to learn?

Use a demo QuickBooks Online client company to try things out. This lets you practice and use tools with sample client data, rather than the real thing.

Practice with a demo company

  1. In QuickBooks Online Accountant, select the Settings ⚙️ icon.
  2. Select Sample company.
  3. A window will pop-up explaining that you’ll be signed out of your firm to enter the demo workspace. Select Continue.

QuickBooks Online Accountant signs you out of your firm and opens the demo. The demo client company has complete data and the default accountant toolset.

Give your clients a demo of QuickBooks Online

Want to let potential clients try a demo with no strings attached? Encourage them to take a test drive to see if QuickBooks Online is the right accounting software for them.

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