It's a delight to see you here and I appreciate you for choosing QuickBooks as your accounting software, Koanan.
I'll gladly share some insights and assist you with your inquiry.
Yes, you can definitely train yourself on a file in QuickBooks Online. But instead of using your new and existing QBO account, we can get a free trial that lasts for 30 days.
By working with the free trial account, you can familiarize yourself with the features, functionalities, and workflows of the software. This hands-on experience will help you gain confidence and proficiency in using QuickBooks Online effectively.
Once ready, you can create a new company file using your QBO account. This allows you to begin with a clean slate and set up your new file according to your specific business needs.
Whenever you sign in, QuickBooks asks which company file you want to open. To switch between companies when you're in QuickBooks, select Settings ⚙ and then Switch company.
Alternatively, you have the option to utilize our QBO sample file. Please keep in mind that any data you enter in this file will not be saved, and you won't be able to connect your bank account.
To help you get familiar with some of the main features of QuickBooks Online, here's an article you can refer to for more details. You’ll also find links to other how-to articles so you can get your business up and running: Get started with QuickBooks Online.
If you have any further questions or need guidance on using QuickBooks Online, please don't hesitate to ask me. I'm here to support you on your journey with QuickBooks Online and ensure a smooth transition.
