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Level 3

Suggestions - Training Files

Having a QBO account as a benefit for "our own books" is fine, but would really be great if there was access to a QBO account within the company for training purposes.

 

The "sample" files don't allow saving of transactions from instance to instance -- each "sample" opened is as it was before, so modeling transactions for "associates" is impossible.

 

Some of the parameters of this "training file":
- "belongs" to the "master" login -- cannot be exported/duplicated out of the master login/assigned associates.
- "hard" named (eg. Training Only)
- acts as "separate client" only associates given access can "see" it"
- version selectable (eg. Basic, Premier, etc) by master for each team member
- shows/restricts transactions to version


This would allow team members to see/train per "owner" specifics

1 Comment
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Moderator

Suggestions - Training Files

Good morning Jbowman1611,


Thank you for taking the time to make this informative suggestion. Your feedback will be submitted to our engineers for future feature updates about providing access to a QBO account within the company for training purposes. Our team appreciates this, and I hope you enjoy your day.

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