Using the Test Company / Sandbox

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 “Sandbox” is provided at no cost and can be used right away.

The Test Company / Sandbox on Home Page.

Creating your Test Company

To create a sandbox, Click the “Create a Test Company / Sandbox” from the Start Page. In the dialog that appears, choose how you want to populate your Test Company – with data from your live account, with data from a fictitious company, or no data at all. When you click continue, the system will create the Sandbox. This process can take up to 30 minutes. The window can be closed and you may continue to work normally. Once the sandbox is created, you will receive an email alerting you that the new Test Company is complete.

Creating Test Company / Sandbox.

Refreshing the data in your Test Company

Your data will be refreshed once every 30 days. You may choose to refresh more frequently by clicking the buttons on the Test Company’s start page: “Refresh from my live account”, “Refresh with sample data” or  “Erase data”.

Deleting the data in the Test Company

If you wish to remove data from your Test Company, navigate to the Start Page in the Test Company and click “Erase data”.

Reset and Erase buttons on Home Page of Test Company / Sandbox.

Distinguishing your Live Account from your Test Company

There are three main ways to tell in which account you are currently working.

  1. The URL will have the word “sandbox": in it. For example,
  2. The word Sandbox will appear near your title.
  3. On the Start Page, you will see ****Sandbox**** in green lettering.

Tips for Using the Test Company for Data Import Testing

  1. Before testing your import in your Test Company, copy over your live data to the Test Company.  This will ensure you will be conducting a test against the same data when you import into your live account.
  2. After mapping your fields, save the import mapping file to a text file and save it with your import spreadsheet so you won't have to map the fields again in your live account.  Be sure to use the same import files when importing into your live account.
  3. After you have imported the data, run some checks to make sure that the data came in properly.  Here are some questions you can answer after your import which will help ensure all went as planned:
    1. Document Imports
      1. Did the transactions post correctly?   Go to Show / General Journal to look at the ledger entries.
      2. Is the correct company on the document?
      3. Did sales tax calculate correctly?
      4. Are due dates / payment terms correct?
      5. Do the totals look correct?
      6. Is the document linked to other documents correctly in the transaction (use Show / Transactions)
      7. Do the document statuses look correct?
    2. Chart of Accounts Imports
      1. Check Admin Panel / Default Accounts - do all of the default accounts look correct?
      2. Choose columns / manage columns / show available fields and check Retained Earnings.  Locate the Retained Earnings account in the list.   Is the name what you expected?  Is there more than one reatained earnings account?
      3. Do they account types look correct?
      4. If there is a parent / child relationship, does that look correct?
      5. Are there any extra accounts?  Missing Accounts?   Do the account balances appear to be correct?
    3. Items
      1. If importing balances, does Quantity on Hand look correct?
      2. Did the UPC field import (if filled)?
      3. Is the default vendor correct?
      4. Did the item category import correctly?
    4. Customer / Vendors
      1. Do the default Expense, Sales and A/P  A/R Accounts look correct?
      2. Did custom fields populate?
      3. Did the addresses import correctly with Address, city and state in the right fields?
  4. If anything looks incorrect, you can make the necessary adjustments in your import spreadsheet or data mapping file before importing into your live account.   If there are going to be problems, it's much easier to have them happen in your test account than try and clean them up in your live account.  
Please call support if you need assistance!

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