How to Create a QuickBooks Sandbox Company
A QuickBooks Sandbox company is created for testing purposes. It provides a safe environment to explore and test the features and functionality of your integrations – such as the QB Sync Made Easy app without affecting your live QuickBooks data.
By using a sandbox, you can ensure that the Salesforce QuickBooks integration app – QB Sync Made Easy, works correctly and integrates seamlessly with your QuickBooks account before moving to a production environment.
Therefore, in this guide, we will explore the steps of creating a QuickBooks Sandbox account to streamline your workflow.
Steps to Create a QuickBooks Sandbox Account
Follow the steps below to create your own QuickBooks Sandbox company:
Step 1: Open the QuickBooks Intuit Developer Portal.
Go to the official QuickBooks Developer Portal in your browser.
Step 2: Sign In or Create an Account.
- If you already have an account, click on Sign In.
- If not, click on Create an Account and complete the registration form with accurate details.
Step 3: Access Your Developer Dashboard.
Once signed in, click on the My Hub button.
Step 4: Navigate to Sandboxes.
From the menu, select Sandboxes and click on it.
Step 5: Add a New Sandbox Company.
Click on the Add button to create a new sandbox company.
Step 6: Select a Country and Create.
Choose your preferred country, then click on the Create button.
Your new QuickBooks Sandbox company will be created successfully.
Testing the QB Sync Made Easy App
After creating your sandbox, you can connect it to the Salesforce QuickBooks integration solution, the QB Sync Made Easy app. This allows you to test all app functionalities – such as syncing data, transactions, and records to ensure everything works smoothly before connecting it to your live QuickBooks company.
Conclusion
These are the steps you need to follow to successfully create a QuickBooks Sandox company. Furthermore, to streamline the workflow and data exchange between Salesforce and QuickBooks, you can utilize the efficiency of Salesforce and QuickBooks Online integration – QB Sync Made Easy.
It’s like a connector that automates the data flow among these platforms to simplify the management of accounting and sales data. From BI-Directional Sync to multi-currency support, providing a 360-degree view of sales and financial data for informed decision-making.
