Become a Certified ProAdvisor, QuickBooks Intuit

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Become a Certified ProAdvisor, QuickBooks Intuit

how to become a quickbooks proadvisor

In addition to that, you can look for the ProAdvisor badge many QuickBooks-certified CPAs have on their website and LinkedIn accounts. The next thing you will want to do to help market yourself as a ProAdvisor is add the ProAdvisor Badges that you have earned to your website or marketing collateral (brochures, business cards, signage, etc.). The Certified ProAdvisor Badges become available for download (.jpg, .png, .eps & online formats) along with your Certificate once you have passed an exam. When you’ve finally become a QuickBooks ProAdvisor, you should take steps to promote your status.

how to become a quickbooks proadvisor

Below is a screenshot of a QuickBooks Advisor profile (view the actual profile of Tim Yoder, CPA). 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. Certification gives you access to premier marketing resources to distinguish your firm, get leads, and build your brand.

Staff Accountant

We will, however, keep your credit so that you may attend another class in the future. Some information, including graphics, adapted from Intuit QuickBooks Online Accountant ProAdvisor Training content and related source materials. Source content materials were adapted by Insightful Accountant solely for educational purposes. You will find the two self-paced courses at the top of the Desktop training library, which is at the bottom of the new ProAdvisor Training Library (highlighted in red in the illustration below).

how to become a quickbooks proadvisor

An Advisor also acts as an information hub for strategic business planning, cash flow trends, and providing financial planning. They also integrate accounting trends to enhance a company’s accounting system. Keep in mind that there are actually two different QuickBooks Exams, one for QuickBooks online and one for QuickBooks Desktop Pro.

Tips for passing the QuickBooks ProAdvisor Certification Exam

When you have a QuickBooks Certified ProAdvisor on your team, you have someone that is well-versed in accounting and bookkeeping services. They can simply act as an outsourced accounting department for your small and/or medium-sized https://www.bookstime.com/articles/bookkeeping-for-medium-sized-business businesses. Although there are books and classes available, the most recommended study resources are the training modules available on the ProAdvisor website that you can access after enrolling in the program.

How do I become a ProAdvisor on QuickBooks?

  1. Go to the ProAdvisor menu.
  2. Select the Training tab.
  3. Look for the certification you want to take.
  4. Select Take exam.

This account will give you access to the QuickBooks Online platform and will be used to manage your Pro Advisor membership. Once you have created your account, you can sign up for a Pro Advisor membership. The Pro Advisor membership provides you with exclusive benefits, including discounts, access to QuickBooks Online services, and tools to help you run your business more efficiently. After signing up for a Pro Advisor membership, you will need to complete the required Pro Advisor Agreement.

Stand out from the crowd as an official Intuit Certified QuickBooks User

To prepare for the exam, we recommend that you study the QuickBooks Online Certification Training course thoroughly. You can also take QuickBooks ProAdvisor practice tests to help you prepare for the exam. Practice tests will help you identify areas where you need to focus your study efforts and build your confidence. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you.

There is no time limit or restriction to how often these can be accessed. CPE credits are also available for most training modules, but recognition may vary from state to state. If you feel like you need to learn how to use the software first, how to become a quickbooks proadvisor there are a variety of resources available for online and in-person QuickBooks software training. Prep classes for the Certification Exam are also often available at conferences and trade-shows, including Intuits QuickBooks Connect Conference.

QuickBooks Training class Lansing

As a QuickBooks Certified ProAdvisor, you’ll earn points and rewards to grow your firm and lift your clients. Starting compensation and opportunities for advancement will be commensurate with your expertise, accomplishments, and performance. To review your file data on the preview screen, just click on “next,” which shows your file data. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.

Is QuickBooks ProAdvisor certification free?

If you want to start a bookkeeping business, the FREE ProAdvisor certification for QuickBooks Online is a must. I recommend it as an industry standard for all bookkeepers, and it's pretty fast to complete.

You have to improve your work where you work by searching the resources and benefits on the Benefits page. If you want a step-by-step instruction on what you need to do to start the free process of becoming a QuickBooks Online ProAdvisor, watch this short YouTube video and you’ll be on your way. All this video does is shows you the steps to take to set up your free account with Intuit. After you set up your account, you’ll need a weekend to go through the videos in their learning portal and then take the exams to earn this well-recognized badge.

In order to pass the exam, you will need to score a minimum of 80 percent. Keep in mind that if you fail the exam the first time, you can try again. Users can attempt the exam three times, but if they fail three times, they will have their account locked for 60 days. To help you prepare, here are some tips from QB Youtuber, FinePoints. We’re continuously updating our products, which is why we offer annual re-certification to keep you in the know.

  • My name is Ryan Behrends, owner and founder of No Bull Financial Consulting, LLC ().
  • Starting compensation and opportunities for advancement will be commensurate with your expertise, accomplishments, and performance.
  • Certified QB ProAdvisor can be listed on the Find-a-ProAdvisor online directory which helps in connecting with potential clients and building a client list.
  • Once you have created your account, you can sign up for a Pro Advisor membership.

This is also where you take the exam and track your certification history. All these questions and more are answers in our free guide, updated every year to match the current version of the test. Quickly and easily pass the QuickBooks Online ProAdvisor exams and get your certification.

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