How To Become a QuickBooks ProAdvisor in 5 Steps

quickbooks proadvisor training

We’re committed to continuing to grow this program and our partnership with the accounting community. Familiarize yourself with the structure of the certification exam. Knowing the types of questions (multiple choice, scenario-based, etc.) and the exam’s focus areas can help you prepare more effectively. Specialization might require passing additional exams focused on these specific versions. After completing your training, the next step is to take and pass the QuickBooks exam, which consists of 80 questions divided into 5 sections.

You can review your answers for a particular section before confirming the submission. 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. To learn quickbooks proadvisor certification more about ProAdvisor certification, check this out the Frequently Asked Questions about ProAdvisor Certification article. Once everything is settled, you can already provide QuickBooks product support and consulting. I completed online Bookkeeping and quick books course and wants to build my own business from home.

Step 2: Take a certification exam

If you have a QuickBooks Online Accountant account, you are eligible to participate in the ProAdvisor Program. Click on the ProAdvisor tab in QuickBooks Online Accountant to access your tier, benefits, training and certification and much more. The ProAdvisor Program is free to all accounting pros using QuickBooks Online Accountant. To access this program, log into QuickBooks Online Accountant and choose the ProAdvisor tab on the left-hand side. To join the program and easily manage your practice with one log in, sign up for free today.

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However, once certified, you gain a significant professional edge. This status not only enhances your credibility as an expert in QuickBooks but also broadens your opportunities for client engagement. The effort invested in achieving this certification opens doors to new professional avenues and growth in the accounting and finance sector. Your certification and ability to provide expert advice can lead to increased client trust and satisfaction. Clients are more likely to retain your services and refer others when they’re confident in your skills and knowledge. To keep your ProAdvisor status, you need to complete continuing education and regularly pass recertification exams.

QuickBooks Online Accountant Review: Features & Price

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. We’ll walk you through the step-by-step process of how to become a QuickBooks ProAdvisor as well as the benefits of becoming one. Learn key product features and tools, and see how they help you grow and manage your practice. Learn how to start a QuickBooks ProAdvisor certification course and become a certified ProAdvisor.

In addition, ProAdvisors can assist with training QuickBooks users and provide ongoing support. This will give you access to all training materials to help you prepare for and pass the certification exam. This program is designed for accounting professionals and is often free, especially for the online version. Joining the program gives you access to the training materials and certification exams. Discount and list price subject to change at any time at Intuit’s sole discretion. If you add or remove services, your subscription fees will be adjusted accordingly.

Software setup and customization

Presenter Charnea Bell is a Master Accountant, Certified QuickBooks Online ProAdvisor, alumni of Wichita State University and local business owner. To help drive firm growth, efficiency, and scalability, we’ve added a variety of new benefits. We’re also introducing firm growth consultation to help identify opportunities and devise strategies to scale your business. And to better support multi-service firms, we’re introducing Intuit® Tax Advisor and Intuit ProConnect™ Tax training modules. In addition, we’re expanding our third-party app training, and overhauling the QuickBooks Online training and presentation materials for your clients. Our reimagined program marks the start of a new era of continued investment in the accounting industry, with more than 20 changes since the last refresh.

quickbooks proadvisor training

Our recommended tax software for small accounting firms is ProSeries Professional by Intuit. Sole proprietors preparing 30 or fewer returns per year might consider Drake Tax, which provides a very affordable way to produce a mix of individual and business tax returns. ProAdvisors receive exclusive discounts on QuickBooks products and services, which can be beneficial both for personal use and for offering discounts to clients. Are you looking for a way to become a certified QuickBooks ProAdvisor? Becoming a ProAdvisor isn’t a difficult process, but it requires understanding the QuickBooks platform and demonstrating a thorough knowledge of the software.

Bookkeeping

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