Become a QuickBooks ProAdvisor: A Step-by-Step Guide

Sean Duffy, CPA and Senior Manager at Elevate by Welch LLP, shares his experience building a cloud-based accounting solution within a large, established firm. 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. To get started, we recommend that you sign up for a free account with QuickBooks Online Accountant. If you want to improve your knowledge of QuickBooks Online, be sure to check out our free QuickBooks tutorials.

Gold, Platinum, and Elite ProAdvisors have exclusive access to the Free SKU + ongoing email support as well as a 15% discount on paid SKUs. Access free training from beginner to advanced levels designed by and for accounting professionals. Available as on-demand and real time virtual, all while earning CPE credits. Its major function is to transfer financial activity from the sales channels used by a business to the books. The ProAdvisor Program is free to all accounting pros using QuickBooks Online Accountant.

All call backs will be made as close to the scheduled bookkeeping boston, give or take 15 minutes. Members may have no more than one session reserved at any given time. After the completion of your session, you may schedule your next. Sessions are offered in 30- and 60-minute increments and include up to 5 to 10 minutes to prepare and wrap up the session. Two attempts will be made to contact within the first 15 minutes of the scheduled call back; if there is no contact made the session may result in its cancellation or rescheduling. Intuit offers priority phone support to Platinum and Elite members by directly routing to a team of QuickBooks Online experts to deal with advanced product queries.

QuickBooks Step-by-Step Guide: Become a QuickBooks ProAdvisor

Maintain up-to-date certification by going through the certification process several times throughout your career. Software changes over time, and your certification will only certify you for one version of QuickBooks. Consider re-certifying every year or several years to keep your QuickBooks certification current. Note that while being offered through an official bookkeeping association, the test still only demonstrates your proficiency with QuickBooks, and it in no way certifies you as a bookkeeper or an accountant.

Save time and money requesting the signatures you need for key documents. ProAdvisors new to ProConnect Tax get special offers throughout the year. Manage your firm’s payroll with free QuickBooks Payroll Elite. Expert phone and chat support with product specialists dedicated to ProAdvisors. Becoming a ProAdvisor is as simple as signing up for QuickBooks Online Accountant, which unlocks benefits from day one and beyond.

Enjoy free QuickBooks Online, payroll, and time-tracking for your practice right when you join ProAdvisor. For QuickBooks Online client subscriptions, the connected accountant will receive points as long as they are connected to the account, and the account has an active subscription. Our Find-a-ProAdvisor directory is used by thousands of small businesses and once you’re QuickBooks certified, you’ll get a free listing. You must answer at least 80 percent of the questions in each section correctly to obtain your certification. If you fail the exam three times, you must wait 60 days before you can attempt to retake it. In addition, there are advanced certifications available for both QuickBooks Online and QuickBooks Desktop.

Preparing for the Certification Exam

Discounts, prices, terms and conditions are subject to change. Becoming a ProAdvisor helps grow your firm, accounting skills, and QuickBooks expertise. The ProAdvisor program offers exclusive training, support, discounts, and more.

Intuit recommends that you have at least two years of experience using QuickBooks for tasks related to payroll and invoicing, as well as budgeting and cost reports. Image SourceQuickBooks ProAdvisor Certification grants you access to outstanding marketing materials that can help you stand out from the competition, generate leads, and develop your brand. Certification badges demonstrate to prospects that you are a QuickBooks specialist, which increases your credibility.

Sign up to QuickBooks Online Accountant and automatically join our valuable ProAdvisor Programme. Get access to valuable tools and resources to help build success on your terms. No credit card or other sensitive information is required.

You can also take classes on QuickBooks basics through a variety of accredited colleges or other educational institutions. Especially if you’ve decided you want to learn QuickBooks without being concerned with the certification process, you can still learn the necessary skills with the software for your needs with this method. A QuickBooks ProAdvisor is a certified individual who is knowledgeable about using QuickBooks software and provides support and advice to QuickBooks users. In other words, ProAdvisors are highly trained professionals who have the necessary skills and experience to assist clients in their use of QuickBooks and related services. They can help clients with the setup, maintenance, and use of the software.

• Manage your firm’s payroll with free QuickBooks Payroll Elite.
• Once you complete the ProAdvisor Certification, you may list your firm for free on the Find-A-ProAdvisor directory.
• QuickBooks Capital Flexible business funding for your clients, right through QuickBooks.
• Save time and money requesting the signatures you need for key documents.
• Expert phone and chat support with product specialists dedicated to ProAdvisors.

In both of these areas, the training course will prepare you. If you already know everything, you may go right to the exam and get your certification. Hevo Data, a No-code Data Pipeline, helps load data from any data source such as Databases, SaaS applications, Cloud Storage, SDK,s, and Streaming Services and simplifies the ETL process. It supports QuickBooks and 100+ Data Sources including 40+ Free Sources.

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Access training from your dashboard, and elevate your skills from beginner to advanced courses. Pricing & Promotions Essential products & supplies with discounts just for pros. Select the account total from the column for the current year.

We’ll also share some valuable tips for passing the exam. To see your complete certification and course history, select theTraining & certification historylink. QuickBooks has training classes online that are free, so there’s definitely an availability of learning.

Depending on your client’s needs, you can choose to be certified in QuickBooks Online or QuickBooks Desktop—or both. While QuickBooks Online is best for companies that have multiple users or need remote access, QuickBooks Desktop allows you to do accounting for multiple companies. To learn more, read our QuickBooks Online vs Desktop comparison. 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. Upon enrollment, you’ll receive a free QuickBooks Online Accountant subscription that can be used for your own firm’s bookkeeping and to access your client’s QuickBooks Online accounts.

What are the benefits of the new QuickBooks ProAdvisor Programme?

You’ll also need to provide information about your experience and knowledge of QuickBooks. ProAdvisors and accountants who use QuickBooks Online Accountant get exclusive tools that make bookkeeping a breeze. Save time and money requesting signatures you need for key documents.

Or selectResume to continue a course you already started. Start training for QuickBooks Certification today and seal your expert status. Michael R. Lewis is a retired corporate executive, entrepreneur, and investment advisor in Texas.

Hevo Data is a No-Code Data Pipeline that offers a faster way to move data from 100+ Data Sources including 40+ Free Sources, into your Data Warehouse to be visualized in a BI tool. Hevo is fully automated and hence does not require you to code. In this article, you understood and explore the key features of QuickBooks. You also learned about the QuickBooks ProAdvisor Certification and why is becoming QuickBooks Certified important in today’s industry. Moreover, you understood the steps to become a QuickBooks Certified ProAdvisor. At the end of this article, you explore some of the perks of becoming a QuickBooks Certified ProAdvisor.

30% off QuickBooks Online and Payroll subscriptions when you manage billing for your client. Find benefits and resources on your Benefits page to grow your skills and your firm. Once you complete the ProAdvisor Certification, you may list your firm for free on the Find-A-ProAdvisor directory.

Your ProAdvisor credential indicates a better understanding of the software. It can assist you to advance your financial consulting business and gain client confidence as well as access to a network of new clients. It will also boost your efficiency and, as a result, your practice’s success. You can access the QuickBooks certification exams in the same place where the training materials and webinars are located. There is no cost to take the exam which has a total of 55 questions, which are broken down into seven sections.

Gold and Platinum members are eligible to access free implementation services to help identify which clients are a fit for QuickBooks Online. Working with a specialist one-on-one, you’ll develop a migration or workflow plan together based on customer analysis. Firms must have a minimum of 5 clients to migrate at one time to take advantage of our implementation services. Migration of data is subject to a suitability assessment by Intuit.

• Schedule a call with one of our product specialists at a time that works for you.
• You will also learn more about how to become a QuickBooks Certified ProAdvisor and why is it important in the industry.
• QuickBooks Online for small businesses See how QuickBooks can help you help your clients.

I completed online Bookkeeping and quick books course and wants to build my own business from home. But I don’t know how to start, where to start, how I get the customer. Intuit will provide Platinum and Elite members up to 60 minutes of live webinar training, eligible for 1 CPD credit. ProAdvisors are responsible for ensuring their site is equipped with sufficient Internet bandwidth to facilitate the live webinar. Dates will be available for sign up through the QuickBooks Online Accountant – ProAdvisor tab.