How to Access the QuickBooks Online Sample File For Testing

Have you ever wanted to test something in QuickBooks Online without messing with your own books?

You can easily do this using the QuickBooks Online sample file.

Finding the Sample File

To access the sample file, open your search engine of choice and search for “QuickBooks Online test drive.”

Look for and click on the result titled “Test drive QuickBooks Online.” 

Note: I use Google. It may look different depending on the search engine you use. 

On the Test Drive QuickBooks Online screen, scroll down and click on the link.

QBO test drive links

The top link opens a sample Plus edition, and there’s also a sample Advanced edition.

Craig’s Design and Landscaping Services

You know you’re in the sample company because it says Sample Company at the top. The fake company is Craig’s Design and Landscaping Services. 

It includes pre-made data like customers, transactions, etc. 

You can play around and edit the existing data. You can also create new transactions, customers, products, etc.

When you close the browser window, all your changes go away. The sample file will return to its original state the next time you open it.

This is a great place to test or try things without worrying about screwing up your own QuickBooks file. 

☕ If you found this helpful, you can say “thanks” by buying me a coffee… https://www.buymeacoffee.com/gentlefrog

If you have questions about bookkeeping with QuickBooks Online, click the green button below to schedule a free consultation.

Need some one-on-one QuickBooks assistance?
Share Now

This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

Leave a Reply

Your email address will not be published. Required fields are marked *

Read similar articles

How to Manage Incorrect Payee and Category Suggestions in QuickBooks Online with Bank Rules

Learn how to use bank rules to make sure you don't incorrectly categorize transactions.

Testing SupaClerk Bank Statement Conversion to CSV for QuickBooks Online Import

Learn how to convert a PDF bank statement into a CSV and then import it into QuickBooks Online.

Have a QuickBooks / Bookkeeping Question?

Let me know what you’d like to see in future videos, blog posts, and courses.

Review Your QuickBooks

Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

  • Learn how to identify trends in your financial data so you can make smarter business decisions.

  • Get organized and stay on top of your finances by tracking expenses, managing receipts, and closing your books effectively.

Sign up now for this free mini-course and start mastering the essential bookkeeping skills that every small business owner needs to succeed!

FREE Mini Course

Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

We won’t send spam. Unsubscribe at any time.

Review Your QuickBooks

Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

  • Learn how to identify trends in your financial data so you can make smarter business decisions.

  • Get organized and stay on top of your finances by tracking expenses, managing receipts, and closing your books effectively.

Sign up now for this free mini-course and start mastering the essential bookkeeping skills that every small business owner needs to succeed!

FREE Mini Course

Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

We won’t send spam. Unsubscribe at any time.