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Level 2

QBO sample company not working

Hi all.  I'm trying to learn the project function myself before walking a client through it.  I'm using the sample company to do so.  Every time I try to click on "Projects" from the left hand menu, I receive an error message.  Can someone assist?  I tried to give more detail but the system keeps crashing and won't let me post.

Solved
Best answer March 15, 2020

Best Answers
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QuickBooks Team

QBO sample company not working

Let's take advantage of the trial account QuickBooks offered, CFOSecrets!

 

There are limitations when using a Test Drive. I suggest using a dummy e-mail to register in the trial account for one month. Then you can import sample transactions. I'd guide you through the steps in downloading sample data into your QBO trial company.

 

  1. Go to the Gear icon located on the top-right corner.
  2. Under the Tools column, click Import Data.
  3. Choose the types of sample data you want to bring in.

    import data.jpg
     
  4. Let's say, if its the Customers data, click on the Download a sample file hyperlink.

    import data 2.jpg
     
  5. Then click the Browse  button.

 

You can check here the Plans and pricing in QuickBooks Online: https://quickbooks.intuit.com/pricing/.

 

Let me know if you need further assistance. I'm here to help. Have a good one.

View solution in original post

1 Comment
Highlighted
QuickBooks Team

QBO sample company not working

Let's take advantage of the trial account QuickBooks offered, CFOSecrets!

 

There are limitations when using a Test Drive. I suggest using a dummy e-mail to register in the trial account for one month. Then you can import sample transactions. I'd guide you through the steps in downloading sample data into your QBO trial company.

 

  1. Go to the Gear icon located on the top-right corner.
  2. Under the Tools column, click Import Data.
  3. Choose the types of sample data you want to bring in.

    import data.jpg
     
  4. Let's say, if its the Customers data, click on the Download a sample file hyperlink.

    import data 2.jpg
     
  5. Then click the Browse  button.

 

You can check here the Plans and pricing in QuickBooks Online: https://quickbooks.intuit.com/pricing/.

 

Let me know if you need further assistance. I'm here to help. Have a good one.

View solution in original post

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