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January 17, 2020
  • By petrozim

how do you become a quickbooks proadvisor

The QuickBooks Accountant University is #1 educator for Intuit QuickBooks accounting & bookkeeping professionals. This deep-dive product training prepares the Intuit accounting and bookkeeping community to get certified in QuickBooks. Being certified in QuickBooks might be incredibly advantageous if you’re a bookkeeper or accountant who provides bookkeeping and payroll services. With more than 80% market share in accounting software for small businesses, you can expect that most of your clients will be using QuickBooks.

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The certification does not make you a certified bookkeeper or accountant. Once you have become Certified, leverage the programs established branding to help drive in clients. When logged in to, you will find this under the My ProAdvisor drop down, then select “Profile”.

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The article also talks about what it takes to be a QuickBooks Certified ProAdvisor. There are several advantages to being a QuickBooks Certified ProAdvisor, which we’ll go over in the closing half of this article. We offer training sessions that might take up to seven hours to complete to assist you in passing the exam. When you’re taking an exam, you have the option to go back and look at your answers before submitting them. To earn your certification, you must successfully answer at least 80% of the questions in each area. There is a 60-day waiting period after three failed attempts to take the exam. The QuickBooks Online Advanced Certification is another level of training you can get..

how do you become a quickbooks proadvisor

Individuals who cleared their QuickBooks ProAdvisor exam prior to December 31, 2018, were able to maintain their certifications for three years. People who cleared their certifications post January 1, 2019 can only retain it for two years.

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These introduction courses aren’t needed for certification yet are extremely useful assuming that you’ve never utilized QuickBooks Online. All of the experts available on QuickBooks live are based in the United States and have earned their QuickBooks Pro certification. Reading through a ProAdvisor’s profile gives you a pretty good idea of who you’d be working with and examples of how they’ll address your business needs. Select the specialty you’re seeking, enter your zip code, and QuickBooks will give you a list of ProAdvisors who fit your criteria.

  • There are vast differences between QuickBooks Desktop and QuickBooks Online.
  • If your advisor is a CPA on top of that, then you can benefit by receiving monthly/quarterly book preparations and tax returns.
  • An advisor can take a look at your financial reporting and business model to create a workflow that’s right for you.
  • These introduction courses aren’t needed for certification yet are extremely useful assuming that you’ve never utilized QuickBooks Online.

It is projected that a person with basic QuickBooks knowledge that has completed the training modules should be able to complete the Exam in 3-4 hours. You can sign up for QuickBooks Online accounting using the signup link on the QuickBooks ProAdvisor Program website. If you have ever used your email account for any Intuit product, such as QuickBooks or TurboTax, then you’ll need to use the same password you created for that product.

What to Expect from a QuickBooks Online ProAdvisor

They provide everything from straightforward tax return work, or basic bookkeeping, to advance & complex Financial Statements to CPAs & Accounting Firms implementing best industry practices & values. Their Accounting solutions are comprehensive, customized to unique business operating model and use “best-of-breed” technology under a strong two-tier reviewing mechanism ensuring minimum risk of error. To become certified as a QuickBooks Online ProAdvisor, you should initially sign up for a free QuickBooks Online Accountant subscription. This will give you free access to all training materials, including videos, webinars, virtual conferences, and in-person events as well as certification exams right from the ProAdvisor tab of QuickBooks Online Accountant. One way to get your small business questions answered is by consulting a QuickBooks ProAdvisor. QuickBooks ProAdvisors include professional accountants and bookkeepers who are certified for their understanding of QuickBooks products. When you’re a business owner, your finances are critical for survival.

How do I set up sub customers in QuickBooks Desktop?

  1. Go to the Customers menu, then select Customer Center.
  2. Click the New Customer & Job tab, and choose New Customer.
  3. Enter the name of the customer.
  4. Fill out all the necessary fields.
  5. Click the OK button.

So, the company launched its QuickBooks ProAdvisor Program, which empowers accounting professionals (and some non-accounting professionals) to earn a certification after completing QuickBooks training and passing the exam. To become Quickbooks certified, you’ll need to pass an exam, which will cover topics about Quickbooks features like payroll and budgeting. You’ll also want to make sure you’re capable of setting up the software, working with lists, and entering data for sales and invoices, since these are all things you’ll be tested on in the certification exam. Before the exam, try out a few practice tests, which you can get from the Intuit website, to see how you get on. Once you feel ready for the certification exam, visit the Accounting Training and Testing Center website to select an exam date.

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In our current SaaS, high-tech world, a lot of businesses are trying to make the most out of the software they use; whether it’s a CRM, Project Management software or accounting software. Today, the many tools for businesses are packed with features, customizability, various versions, and these tools can often integrate with one another to optimize business operations. These complexities have given rise to a hybrid professional that is a mix of accountant or bookkeeper and software management specialist called a QuickBooks ProAdvisor. While the QuickBooks suite is an excellent choice for any small business, it can be tough to figure out which products are right for you.

how do you become a quickbooks proadvisor

QBO Self-Employed – Best for Sole Proprietors who pay bill online and sell services. It looks like you’re using an ad blocker that may prevent our website from working properly. To receive the best experience possible, please make sure any blockers are switched off and refresh the page. VIP MembershipTo cancel your membership, please send an email to within 30 days of purchase and you’ll receive a full refund. Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($150 each) from your refund.

Although you can learn a lot about an advisor from their profile, it’s best to have some questions to ask them before deciding. Once you have your list of qualifications ready, it’s time to look for a ProAdvisor. The best place to start your search is at how do you become a quickbooks proadvisor When purchasing through a ProAdvisor, you can also receive a 10 to 20 percent discount on your subscription. You can also contact an advisor after you’ve selected your QuickBooks product. ProAdvisors are adept at using QuickBooks programs and getting the most out of the software.

  • You can access the QuickBooks bookkeeper certification exams by clicking on “Take exam” in the upper-right corner of the QuickBooks Online Certification list of courses.
  • If you’re already using any QuickBooks product, then you can ask your client to send the invitation to the email address that is connected to your account.
  • A QuickBooks ProAdvisor is a person, typically a CPA or a business consultant, who completed the course, took the test and became certified in QuickBooks.
  • Note that becoming a certified QuickBooks ProAdvisor doesn’t make you a certified bookkeeper—it simply indicates that you’re knowledgeable in QuickBooks products.
  • Once you feel ready for the certification exam, visit the Accounting Training and Testing Center website to select an exam date.

I quickly realized that the ProAdvisor Program had evolved into a significant resource center for new and growing accounting and bookkeeping professionals. This is a platform provided for all the accountants and QuickBooks users, where they can manage as well as practice their accounting skills under one roof.