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paulaharper
Level 3

Quickbooks Online Plus test version

Hello

We are looking into a CRM system and have been asked to test it with regards to what it does and where it puts things and how it all looks when certain stuff is uploaded into QB's.  I am not happy using our live QB's so wondered if there was a test version of our account I could play about with?  How do I go about installing this?

Thanks.

5 Comments 5
Fiat Lux - ASIA
Level 15

Quickbooks Online Plus test version

Which CRM app?

ChristieAnn
QuickBooks Team

Quickbooks Online Plus test version

Hi there, paulaharper.

 

Thank you for visiting again the QuickBooks Community. I'll ensure you're able to use a test account so you could play or explore this.

 

Currently, there's no option to use a test version within your QuickBooks account. However, you can always take a test drive by using our sample company demo. It's an excellent way to dive in and experiment with features and options you might not feel comfortable trying in your own live QuickBooks Online account. Feel free to explore and experiment all you like since the demo system doesn't save any of the changes you make. Please click and use this test drive: https://qbo.intuit.com/redir/testdrive

 

To ensure your safety during test drives, we don't recommend bank connections in sample companies. This security protection doesn't affect regular accounts so if you need to test online banking functionality, you can use either an active or trial QuickBooks Online account.

 

In case you have any questions about the different QuickBook Online plans, you can check out this link: https://quickbooks.intuit.com/pricing/

 

I'm also adding this article to further guide you in effectively managing your business using QBO: Help guide for QuickBooks Online. It contains topics about advanced accounting, banking, and payments to name a few.

 

Let me know if there's anything else you need help with. Know that I'm always here to help you anytime. Take care and keep safe!

paulaharper
Level 3

Quickbooks Online Plus test version

Thank you for your reply.  I notice that this is a USD test site?  Does that make any difference in relation the tax side of things?  We are UK based.  Also, there doesn't seem to be any data in the projects module?  I was hoping to see how this side of things would work

Thanks.

paulaharper
Level 3

Quickbooks Online Plus test version

Nothing is definite at the moment but management are looking at Job Logic which is the one I have been asked to test.

Fiat Lux - ASIA
Level 15

Quickbooks Online Plus test version


@paulaharper wrote:

I notice that this is a USD test site?  We are UK based.  Also, there doesn't seem to be any data in the projects module? 


 

@paulaharper 

It is the US Community site, not UK Community site. You may utilize to open a trial account for UK version

https://quickbooks.grsm.io/UK

 

then utilize the Copy feature available in this backup restore app to clone the data from your primary account.

https://rewindio.grsm.io/quickbooks

 

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