How do I create a Sandbox Test Company to experiment with a new chart of accounts?

I can help you in generating a sandbox test company file, Heidi.

To begin with, you'll need to set up and create a developer profile. Following the creation, you'll automatically get a sandbox company. Moreover, you can make up to 10 sandbox companies.

To produce a new one, please follow these steps:

1. Log in to your developer account and go to the API Docs & Tools tab.
   
2. Select Sandbox and click the + Add a sandbox company option.
   
3. Choose QuickBooks Online Plus or QuickBooks Online Advance. If you've chosen QuickBooks Online Plus, picking your Country on the dropdown is a requirement. When created, the Country is unmodifiable.
4. Once done, hit Add.
   

For complete details, kindly check this link: Create and test with a sandbox company.

I've also included this article that you can review to learn more about sandbox companies and how you can maximize them: Sandbox FAQ.

Should you have more queries about sandbox companies or need assistance with any QuickBooks features, just hit the Reply button. I'm one reply away.

Hello,

How do I get a test with our company data to test out a new chart of accounts?

Many thanks!

Good evening, @heidi-spshabitat. 

Thanks for coming back and asking additional questions. 

Using a trial version of your QBO may be better off for you and your business when testing out a new chart of account. The trial version allows you to import and export your own data while trying out features and much more. 

Try it free for 30 days

I hope this helps. Feel free to come back if you have further questions. Have a great day! 

Is there someone who can walk me through importing my data into a trial version? 

Is there someone who can walk me through setting up a trial version?

Thank you for your response, Heidi. Let me assist you in setting up a free trial version of QuickBooks Online and importing your data.

To begin, select a free trial plan from the Plans & Pricing page. After confirming your current plan, enter your payment details to activate your subscription.

Once your account is set up, you can start importing your data into QuickBooks. Here are the steps:

1. Click on the Gear icon and choose Import data.
2. Select the type of record you wish to import under the What do you want to import section.
3. Click Import, then choose a method to upload your CSV or Excel file. Continue with the steps by clicking Next.
4. Follow the prompts to match your fields with QuickBooks Online fields and complete the process by clicking Import.

Moreover, here is the list of information you can import in QuickBooks:

• Bank Data
• Chart of Accounts
• Customers
• Vendors
• Products and services
• Invoices

We've also compiled some common questions about importing data into QuickBooks in this article: Common questions about importing data to QuickBooks Online.

If you need further assistance setting up a trial account or migrating your data, please let me know. I'm here to assist you.