When trying to learn QuickBooks online, having access to original Intuit’s QBO to practice is expensive. Luckily, the QBO Test Drive feature is finally available for all users to experience the actual features and usage of QuickBooks.
Unfortunately, managing the business tools like QuickBooks is too hard. But don’t worry, I’ll let you provide a few ways to find a free QBO Demo version with example company.
What is the QBO Test Drive?
QuickBooks offers users to discover their productive features advanced – accessible through web browsers. It is used to understand how it works and testing the tool effectively. More importantly, it’ll be easy to know whether it is worthy or not.
Apart from that, the QuickBooks online demo is pre-configured with a sample company and all default features are enabled on it. I assure you that, this is the best opportunity to experiment with functionalities.
This makes it very useful for small business owners to try the product advance and ideal for beginners to learn.
How to get free QuickBooks Online Demo
The QuickBooks started rolling out the 30-day risk-free trial since 2019 but offers only limited features and available for only a few countries.
This is not a first test drive program: in 2013, the company started ViewMypaycheck 2 Test Drive for anyone, directly over the web. Unfortunately, they were forced to terminate this offering due to domain level moving.
Immediately, they have launched a separate sub-domain for the demo version with far more optimized features and design. Can’t wait to see how it will be? Then follow the steps as given below.
1. Open Google Chrome on your device. (You can use any other web browser. I recommend Chrome browser because it works great)
2. Visit the following web address, quickbooks.intuit.com/online/advanced/test-drive/.
3. Click on “Test Drive Now” button.
4. Verify the Security Verification and click on “Continue“.
5. You’ll be logged in as Craig Carlson for Craig’s Design and Landscaping Services company. (Sample company)
6 Tips to Use QBO Test Drive and Become a Pro Worker
No matter if you’re testing a tool without a piece of basic knowledge you’ll need to try out each and every option. However, it doesn’t mean that you must subscribe to their service.
If you’re thinking about to learn QBO’s options and its implementation then this section may help you. Let’s take a look at 7 tips to use the QuickBooks test drive program.
Manage Account & Settings
At first, you need to set up your company by entering the company details such as Company Name, Type, Contact info, Address, and Communication with Intuit. Also, customize the settings for sales, usage, expenses, and accounting.
Make sure to check whether the date and number formats are correct or not in the preferences.
All these account details and settings can be modified anytime.
Quick Set up Guide
Initial setup instructions are displayed in the dashboard when you log in to your account. It provides quick options to finish the things quickly, they include…
- Start Invoicing
- See how much you’re making
- Start tracking time
- Connect with an accountant
- Add the finishing touches
If you did not complete these options in Set up guide then you’re not ready to start your payroll.
Easy Payroll Management
Manage payroll for employees, contractors, and workers’ camp from QB is simple to do. Run payroll quickly and accurately by using three steps; 1. Set up payroll 2. Create paychecks in minutes 3. Get payroll taxes done.
You can add employees and contractors with just few clicks. One-click button to activate or deactivate employees.
Find & View Reports
To view all standard, custom, and management reports kindly use the Reports tab available on QuickBooks. You can bookmark all your favorite reports to access faster.
Set up your sales tax center
Enter your physical business address that should be correct. Then, you can see a list of agencies and choose your desired agency according to your rates. If can’t find the right agency then you better contact your accountant.
The Chart of Accounts (COA) feature is made available to view list of accounts associated with your company/business. Add different account types like Bank, Account Receivable (A/R), Current assets, Fixed assets, Account Payable (A/P), Credit card, expenses, Equity, Income, etc,.
Reconcile your account to match physical documents with the bank records. It can be done automatically if you connected that particular account with QB.
As you can see, there are many features to try out in the QuickBooks online test drive program. But I’ve covered almost all important modules for good reasons. I’ve skipped some options because they are useless and not available in the demo version.
To get better idea about the software, I recommend to play around the options and have a fun.