Click on the ProAdvisor tab in QuickBooks Online Accountant to access your tier, benefits, training and certification and much more. The first step in becoming a QuickBooks Online ProAdvisor is to sign up for a free QuickBooks Online Accountant subscription. This will give you access to all training materials to help you prepare for and pass the QuickBooks ProAdvisor certification exam.
All about the reimagined ProAdvisor Program
Join our ongoing series of live webinars to learn all about the latest updates to the QuickBooks Online family of products, plus view exclusive new feature demos. Take your business to the next level with this four-part marketing video series and learn how to expand the reach of your firm. Elite-level ProAdvisors get access to contests, promotions, discounts, and exclusive industry events. Learn key product features and tools, and see how they help you grow and manage your practice. By the end of this course, you’ll identify which of your clients are a good fit for QuickBooks Online and build an action plan to successfully transition to the cloud. The QuickBooks® Accountant Education team is coming to a city near you with free, in-person training events.
Step 2: Prepare for the QuickBooks Online ProAdvisor Certification Exam
Ask about how they prefer to work, how they bill their clients, what apps they use, how they rectify errors, and what specific QuickBooks products they are proficient in. With the ProAdvisor discount, you receive our best long-term savings option for clients new to QuickBooks, including our only ongoing discount. To maintain flexibility, the ProAdvisor Preferred Pricing program has two options for monthly billing.
- ProAdvisor Preferred Pricing does not include QuickBooks Self-Employed.
- You may also indicate the type of industry you operate in (e.g., agriculture/farming, financial services, manufacturing, and retail).
- Some states don’t allow CPE credits for QuickBooks ProAdvisor training.
- Becoming a certified QuickBooks ProAdvisor doesn’t make you a certified bookkeeper—it indicates that you’re knowledgeable in QuickBooks products.
- Learn key product features and tools, and see how they help you grow and manage your practice.
- You can also post a request for referrals, as it’s likely that someone in your network is already connected to one.
How to Find a QuickBooks ProAdvisor
Only one (1) QBOA user may enroll the QBOA firm in the Revenue Share Program.
How do I become certified in QuickBooks?
Intuit reserves the right to change these hours without notice. By signing up for QuickBooks Online Accountant, you automatically unlock ProAdvisor benefits to help you land ideal clients, learn new skills, and get premier product support. Accelerate your professional development with actionable, live trainings taught by Advanced Certified ProAdvisors. Earn CPE credits and learn however you like—from webinars to virtual conferences to in-person events. David Wickenberg, CPA and Partner at KWB Chartered Professional Accountants, shares their firm’s journey to the cloud and how QuickBooks Online has helped them find more clients and offer new services.
Sign up for ProAdvisor and QuickBooks certification courses
- Keep in mind that whether or not you use Intuit’s website, not all ProAdvisors are the same.
- So, putting in the time to find the “best-fit” QuickBooks ProAdvisor is well worth it for both parties.
- Keep in mind that very small businesses are better off working with independent accountants, or accountants that are part of smaller accounting firms—your business will get more attention.
- By the end of this course, you’ll identify which of your clients are a good fit for QuickBooks Online and build an action plan to successfully transition to the cloud.
- Answer a few questions, and QuickBooks will suggest a customized learning path for you.
- It should take approximately three and a half hours to complete all five sections.
While preparing, you can also earn CPE credits, which apply to maintaining your certified public accountant’s (CPA’s) license. The system saves where you end a session, which enables you to pick up where you left off later. The Personalized path is where you can personalize your training journey based on your goals, product knowledge, and more. Answer a few questions, and QuickBooks will suggest a customized learning path for you.
Step 5: Ask Questions
This is also where you take the exam and track your certification history. Becoming a certified QuickBooks ProAdvisor doesn’t make you a certified bookkeeper—it indicates that you’re knowledgeable in QuickBooks products. Check out our guide on how to become a certified bookkeeper if you’re interested in becoming one.
ProConnect™ Tax Online Customer Profile: Jeff Wilson …
Then be prepared to do some internet sleuthing to find someone that matches your desired profile. You can also use the quickbooks.intuit.com/find-an-accountant/ website to find local QuickBooks proadvisors. When you find someone, explain what services you’re looking for, what your business does, and what your pain points might be.
You also need someone who knows accounting as well as how to use Quickbooks Online. Keep in mind that whether or not you use Intuit’s website, not all ProAdvisors are the same. You have to meticulously do your research and choose carefully so that you find a QuickBooks ProAdvisor who can provide the support your business needs.
If you’re looking for someone local, finding a QuickBooks ProAdvisor is easy. The best place to go to is quickbooks.intuit.com/find-an-accountant. We’re committed to continuing to grow this program and our partnership with the accounting community. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you.
