QuickBooks Team

Employees & Payroll

Hi there Theressa,

 

Accessing a sample company or test account is a great way to play around in QuickBooks Online to explore the the exciting features you'll have access to. It's also the perfect way to test out the additional tools you'll have as a ProAdvisor using QBOA before you've connected with any client accounts. I'm more than happy to show you how you can access a sample company.

 

From within your QuickBooks Online Accountant firm, select the Gear icon, then click Sample company - you'll find it under Your Company. You'll get a prompt asking if you'd like to Open sample company to which you'll want to select Continue if you do. It's as easy as that. 

 

If you're looking to connect your clients with a sample company that they can explore before deciding if QuickBooks Online is the right fit for their company, we also have a QBO Plus Test drive account that's available in both French and English. For more on that, including the links you can share with your clients, refer to the article below:

 

 

Let me know if there's anything else you need help with. It's what I'm here for!