It also offers a robust suite of accounting and financial software options for businesses. Its products include everything from accounting and bookkeeping to inventory management. Some programs offer specialized features, such as customer relationship management , document management, and a dedicated mobile app. QuickBooks Accountant Desktop, an on-premise accounting software, provides bookkeepers and accountants with special tools for serving their clients who use QuickBooks Desktop Pro or Premier.
To learn more, read our QuickBooks Online vs Desktop comparison. However, note that you’ll need the QuickBooks Accountant Desktop software to support your clients. To purchase the program, visit the QuickBooks Desktop ProAdvisor page, and get the ProAdvisor Premier Software Bundle for $799 per year. If you plan to support clients who use QuickBooks Desktop instead of QuickBooks Online products, you should consider the QuickBooks Desktop ProAdvisor certification. It’ll be helpful if you have a basic understanding of general accounting principles and knowledge of the QuickBooks Online Accountant system.
- To begin the training, go to the ProAdvisor link found in the left menu bar of your QuickBooks Online Accountant screen and click on the Training tab to access the brand-new training portal.
- Some programs offer specialized features, such as customer relationship management , document management, and a dedicated mobile app.
- They can also offer small business owners advice on financial planning, financial statements, and accounting processes.
You can download your certificate and badge directly from straight line depreciation Online Accountant. To pass, you need to complete the exam successfully with a score of 80% or higher. You can take the exam up to three times if you don’t pass on your initial attempt. If you fail the first three attempts, you’ll be locked out for 60 days. The Certification hub helps you increase your chances of passing the exam by helping you understand what it means to be a QuickBooks ProAdvisor and whether it’s right for you. You’ll see which topics are likely to be covered in the exam and get to try some sample questions.
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There are many benefits that come with being a Certified QuickBooks ProAdvisor, including valuable knowledge of the most popular small business accounting software. In addition to discounts on products and services and dedicated telephone and chat support, you’re added to the Find a ProAdvisor online directory listing. This allows you to connect with potential clients, build your client list, and earn their trust. This will give you access to all training materials to help you prepare for and pass the certification exam. QuickBooks Enterprise Solutions Certification requires that candidates pass the basic QuickBooks certification and then pass the Enterprise Solutions certification exam. The exam is designed to test individuals’ knowledge of QuickBooks financial products and demonstrate their ability to provide on-site QuickBooks Enterprise Solutions setup and support to clients.
If you’re looking for a QuickBooks ProAdvisor, the best place to go to is Intuit’s Find a ProAdvisor website, and then follow the steps in our guide. You may also choose to search an alternative platform, such as LinkedIn and Indeed. Note that not all QuickBooks ProAdvisors are the same, so you have to review their profiles, connect with a few on your shortlist, and check their references to find the right one for you. All of the experts available on QuickBooks live are based in the United States and have earned their QuickBooks Pro certification.
Alternate places to find a QuickBooks ProAdvisor
It’s easy to conduct a search for “QuickBooks ProAdvisor” and filter the results for your area and your industry. You can also post a request for referrals as it’s likely that someone in your network is connected to one already. This is also a great opportunity to ask for an introduction. Most ProAdvisors won’t have a problem providing you with a client reference list.
Enjoy free and discounted products and supplies, and hands-on help from our top customer support agents. Advanced accounting Scale smarter with profitability insights. ProAdvisors may choose to take a certain number of hours of training—in-person in a classroom or online—or they can bypass any instruction and sit directly in the exam to get certified. When you pass the QuickBooks Online ProAdvisor exam, you’ll receive a digital copy of your certification and badge in your email inbox.
If you’ve already purchased a QuickBooks product, you’ll need to find a ProAdvisor with a corresponding certification. Certification gives you access to premier marketing resources to distinguish your firm, get leads, and build your brand. Master the latest QuickBooks tools so your clients always have an expert to trust. Special pricing for your firm and your clients, up to 20% off.
Step 5: Complete Your ProAdvisor Profile
ProAdvisors and accountants who use QuickBooks Online Accountant get exclusive tools that make bookkeeping a breeze. As a QuickBooks Certified ProAdvisor, you’ll earn points and rewards to grow your firm and lift your clients. It’s a whole new level of training and expertise that sets you up to thrive—year after year. You’d like to outsource certain accounting responsibilities to a professional, whether on an ongoing or one-time basis. The offer is valid only for QBOA Firms who register for Bundle Subscriptions.
During your free consultation, ask about the QuickBook ProAdvisor’s knowledge of your industry and if they have experience providing support for the services you need. You’ll also want to clarify how they will bill you for their 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. Yes, obtaining a QuickBooks Online ProAdvisor certification is free.
This is also where you take the exam and track your certification history. Once you’ve created your account with QuickBooks Online Accountant, you’ll gain access to all of the study guides, webinars , and exams for free. To begin the training, go to the ProAdvisor link found in the left menu bar of your QuickBooks Online Accountant screen and click on the Training tab to access the brand-new training portal. We’ve introduced an annual recertification programme to help keep you up to date with what’s new in QuickBooks since you qualified.
A ProAdvisor can provide expert advice and direction tailored to your business needs. On the QuickBooks ProAdvisor Program website, there’s a button you can click to sign up for QuickBooks Online Accountant. It’s free to sign up and create your profile, and no credit card and other sensitive information are required.
Credibility clients can see
Includes a high-level overview of marketing practices and specific resources you can use. Showcase your services to a vast, diverse network of potential clients. Find benefits and resources on your Benefits page to grow your skills and your firm.
You can visit the Meetup website and search the keyword “QuickBooks” to see if there’s a group in your area. If you find a group, you can reach out to the organizer and explain that you’re looking for a QuickBooks expert within the group. Simply use the Send Message feature on a QuickBooks ProAdvisor profile. You can include a brief message outlining your needs along with your name, email, and phone number . If you want help setting up advanced analytics or dealing with international business, we recommend looking for a QuickBooks Advanced ProAdvisor. Visit the Accountant University to see upcoming webinars, virtual conferences, and in-person sessions.
To filter further, you can search by the specific types of services that you need. So, you’ve reviewed several profiles and narrowed down your choices. Once you’re ready to make contact, QuickBooks has an easy solution for that too.
Sharpen your skills and build your knowledge with face-to-face and self-study training. From switching to sign up, we’re here to support you through every step. Fully automated workflows built on the cloud and powered by artificial intelligence and machine learning. There are a variety of QuickBooks ProAdvisor meetup groups that take place around the United States—both remote and in-person.
Certified ProAdvisors get free, priority listing on our Find-a-ProAdvisor directory. Start training for QuickBooks Certification today and seal your expert status. Rates will also vary depending on where you live and how much experience the person has.
In other words, they’ll help you customize your QuickBooks setup to your business so you can spend less time on your books. They can also answer any questions you have about topics ranging from payroll taxes to filing taxes for contractors. ProAdvisors can help you figure out what solution is best for you and get you off the ground and running with your new software. They can also offer small business owners advice on financial planning, financial statements, and accounting processes.
The Quickbooks ProAdvisor program identifies accounting professionals who can provide insight on the use of QuickBooks for a business or individual. The ProAdvisor can receive four different types of certifications demonstrating different levels of proficiency with QuickBooks and deeper mastery of QuickBooks industry editions. Finding the right answers to business accounting needs can be easy with aQuickBooksProAdvisor consultant. They may not even know how many useful QuickBooks features you’re missing out on because QuickBooks is a surprisingly powerful accounting program. 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.
Tap into personalized insights, harnessed from vast data, all waiting for you inside your tax software. Expert advice, important news, and next steps for today’s accountants. You can search for a ProAdvisor near you quickly by entering your city, state, or ZIP code.