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elise-baraka-cle
Level 2

Does QuickBooks Online provide a testing area or 'playground' where I can experiment with new configurations or transactions without affecting my live database?

I'm exploring options within QuickBooks Online to test changes safely before implementing them in my live environment. If a dedicated testing space doesn't exist, could anyone recommend best practices for experimenting without impacting the actual system? Your insights would be valuable. Thank you!
Solved
Best answer August 09, 2023

Best Answers
GlinetteC
Moderator

Does QuickBooks Online provide a testing area or 'playground' where I can experiment with new configurations or transactions without affecting my live database?

Welcome to the Community, elise. 

 

Yes, Intuit has provided a QuickBooks Online test account feature to allow users like you to explore and familiarize themselves with QuickBooks Online software without affecting their actual financial data.

 

The test account provides a safe and controlled environment for users to experiment with QBO features and functions. It allows users to practice entering transactions, generating reports, and exploring various settings without the risk of making mistakes in their actual company files. You can use this link to utilize the sample account: https://qbo.intuit.com/redir/testdrive.

 

Additionally, consider checking out these articles that offer video tutorials to learn a way around QBO:

 

 

Please don't hesitate to ask if you have any more questions or need further assistance regarding QuickBooks. The Community team is here to help you. Have a great day!

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7 Comments 7
Fiat Lux - ASIA
Level 15

Does QuickBooks Online provide a testing area or 'playground' where I can experiment with new configurations or transactions without affecting my live database?

You can use a backup restore app

https://partnerwithus.rewind.com/quickbooks

 

GlinetteC
Moderator

Does QuickBooks Online provide a testing area or 'playground' where I can experiment with new configurations or transactions without affecting my live database?

Welcome to the Community, elise. 

 

Yes, Intuit has provided a QuickBooks Online test account feature to allow users like you to explore and familiarize themselves with QuickBooks Online software without affecting their actual financial data.

 

The test account provides a safe and controlled environment for users to experiment with QBO features and functions. It allows users to practice entering transactions, generating reports, and exploring various settings without the risk of making mistakes in their actual company files. You can use this link to utilize the sample account: https://qbo.intuit.com/redir/testdrive.

 

Additionally, consider checking out these articles that offer video tutorials to learn a way around QBO:

 

 

Please don't hesitate to ask if you have any more questions or need further assistance regarding QuickBooks. The Community team is here to help you. Have a great day!

elise-baraka-cle
Level 2

Does QuickBooks Online provide a testing area or 'playground' where I can experiment with new configurations or transactions without affecting my live database?

Thank you for your response.

Bryan_M
QuickBooks Team

Does QuickBooks Online provide a testing area or 'playground' where I can experiment with new configurations or transactions without affecting my live database?

Hi there, @elise-baraka-cle

 

You're always welcome. We ensure to answer your queries as soon as possible.

 

Whenever you have additional questions never hesitate to route back here. We'll be happy to help you. Keep safe, and have a great day ahead!

Earr
Level 1

Does QuickBooks Online provide a testing area or 'playground' where I can experiment with new configurations or transactions without affecting my live database?

How can I use our company file in the test environment so that we can practice and train our team on our needs before we let them into our books? I would like to use a back up if possible .

CharleneMaeF
QuickBooks Team

Does QuickBooks Online provide a testing area or 'playground' where I can experiment with new configurations or transactions without affecting my live database?

Ensuring your team is ready to manage your account is crucial in keeping your books accurate, Earr.

 

The Backup and Restore feature is only available in QuickBooks Online Advanced. We'll have to manually export your data if you're using Simple Start, Essential, or Plus. Then, import them back to the program. The process has limitations when moving your file. Thus, this may or may not maintain the accuracy of your books.

 

Alternatively, you'll want to use a third-party application to save a copy of your file. Here's how:

 

  1. Login to your QuickBooks Online account.
  2. Go to the Apps menu.
  3. Look for an app that suits your needs.
    Capture.PNG

 

Aside from that, you can also move your file to our QuickBooks Desktop trial version. Then, convert it back to QuickBooks Online after they practice on your data. Though the migration process has some limitations, it can guarantee that your live account isn't affected.

 

In the meantime, your team can utilize our sample company demo. The version allows them to experiment with different features, settings, and workflows without affecting your actual financial data. It can also minimize risks, avoid mistakes, and gain confidence in using the software effectively for your business needs.

 

Moreover, I've added these resources that can help your team navigate QuickBooks Online efficiently, saving time and reducing errors. These also provide step-by-step instructions on how to perform specific tasks, ensuring that users can complete them accurately: 

 

 

Please keep us posted if you have additional questions or concerns in assisting your users in handling the QuickBooks Online workflow. We're always here to help you out.

Fiat Lux - ASIA
Level 15

Does QuickBooks Online provide a testing area or 'playground' where I can experiment with new configurations or transactions without affecting my live database?

@Earr 

You can convert your data from QB Online to a QB Desktop file and re-convert it again to a new trial QBO account. You will find the data in your primary QBO account is not the same as the trial account due to conversion restrictions but at least your team will be safe to play around with.

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