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Set up an Intuit Enterprise Suite sandbox account

by Intuit• Updated a day ago

Learn how to set up an Intuit Enterprise Suite sandbox account.

Explore Intuit Enterprise Suite using a sandbox account with your own company file. Know the requirements, gain access and set up your own personalized sandbox.

Requirements

Meet the following requirements to use the sandbox account:

  • Request a sandbox from our Intuit Enterprise Suite sales team.
  • Confirm with your sales account manager that your Intuit Enterprise Suite Sandbox account is ready.
  • Receive an email stating that your Intuit Enterprise Suite sandbox environment is ready.
  • Sign in to your QuickBooks Desktop company file as an Admin or Accountant.

Create an Intuit Enterprise Suite sandbox account

Access your demo from QuickBooks Desktop.

  1. Go to the Intuit Enterprise Suite menu, then select Initiate upgrade process.
  2. Sign in using the credentials you set up for your sandbox account.
    Note: You will see a screen listing your Primary company file and your linked account.
  3. Select a company file from the QuickBooks Desktop Company â–Ľ dropdown, then select Load my data.
    Note: This may take a few minutes. Stay on this page until it’s complete.
    After the initial upload, we'll perform a detailed data load in the background. You can close your QuickBooks Desktop at this point.
  4. You’ll receive an email with the subject line: "Your Intuit Enterprise Suite sandbox is ready to use with your QuickBooks Desktop data" This email will contain a direct sign in link to your personalized sandbox. Select it and sign in.

Tip: You can also access this when you select the open an empty sandbox option. You can repeat the same process for your linked account.

Important: 

  • This sandbox account is available for a 30-day period. At the end of this period, Intuit will terminate the account.
  • This sandbox account is for feature testing and training purposes only and may not be used commercially.
  • Changes you make in the sandbox won’t affect your QuickBooks Desktop company file.
  • Customer payroll, payment, and credit information won't be available in the sandbox.
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