Updating Sandbox/Test Account to Live
1. On the Home Page, click Test Company. If it's your first time to access Sandbox/Test Company it will take time to update. If you already accessed it before, just click Continue button to proceed.
2. A new tab will open showing your Sandbox/Test Company. You can identify the difference between a LIVE account and a SANDBOX account by looking at the the upper left corner of the screen where it says "***Test Company/Sandbox***". On the the Sandbox/Test Account Home Page, there's a button at the center that says "Reset from your Live Account". Click that button and Sandbox will copy all of your data from your Live account.
3. You will get a message like the screenshot below, just click Continue button to proceed.
4. The software will automatically logout and the process may take up to 30 minutes depending on the size of your data in your Live account. You'll get notified via email as well once it's done.
Using the Test Company / Sandbox
About your Test Company / Sandbox With each paid account we offer you a second account that can be used for testing, training or just checking out new features without having to worry about affecting your live account. This “Test Company” or ...
Updating Login Credentials in Cloud Banking
How to Update Login Credentials in Cloud Banking It’s a good idea to change passwords often. When the credentials used to log in to online banking at the bank’s website change, they will need to be updated in AccountingSuite™ so that Cloud Banking ...
Experiencing slowness? Here are some things you can do to help
We are aware that there are currently issues with performance in the application and are engineers are working diligently to get at the cause of slow response times some of you have been experiencing. There are a few things you can do to help us ...
When I go to my test company, it says that I don't have permission. What does that mean and how do I fix this?
Most likely you are not a user in the test company. If you were given access to the main account after the sandbox was created, you are most likely not on the user list in the test company. Have someone from your company that does have access to ...
Changing your plan To change your plan, please click the Change Plan button in the dashboard. Change Plan button Updating your credit card details Follow these instructions to update the details for the credit card that is used for your ...