QuickBooks ProAdvisor

Introduction

The accounting program QuickBooks is well known on a global scale. A sophisticated QuickBooks tool hub aids in resolving all the issues you experience while using it. Therefore, you need a guide if you want to understand everything. How to become a QuickBooks ProAdvior is now available. Before becoming a QuickBooks Online ProAdvisor, you must first sign up for a free Accountant membership. To promote your knowledge of QuickBooks products, build a clientele, and grow your business. This will grant you access to all study materials to help you successfully prepare for and pass the certification exam.

I’ll walk you through the process of becoming a QuickBooks ProAdvisor step-by-step. additionally, the benefits of turning become a ProAdvisor. The minimum system requirements for QuickBooks 2022 and some useful information I’ve learned from passing the exam will also be covered.

Let’s look into some simple steps for becoming an approved QuickBooks ProAdvisor.

Step 1: Create a QuickBooks Online Accountant account, On the QuickBooks ProAdvisor Program website. 

Through a client’s invitation email or the QuickBooks ProAdvisor Program website. For QuickBooks Online Accountants, you can sign up.

Anonymous: Website

You can sign up for QuickBooks Online accounting by clicking the registration link on the website for the QuickBooks ProAdvisor Program. If you have previously used your email account to access any Intuit software, such as QuickBooks or TurboTax, you must use the same password you set up for that program. If this is your first time using this email for an Intuit product, you can create a new password. No confidential information, such as a credit card number, is required.

From a Client’s Invitation Email

If they utilize QuickBooks Online, you can request that they send an invitation to your email. Just follow the instructions after clicking the link to create an account. If you already use QuickBooks products, request that your customer send the invitation to the email address connected to your account.

By registering for QuickBooks Online Accountant, which is also totally free, you can become a free member of the ProAdvisor program at any moment with no strings attached. When you sign up, you’ll receive a complimentary QuickBooks Online Accountant membership that you can use to check the accounts of your clients as well as the bookkeeping for your own business.

To advertise yourself as a ProAdvisor, you must first pass the ProAdvisor exam. You have access to managing your ProAdvisor account and certification from within QuickBooks Online Accountant.

Step 2: Prepare for the QuickBooks Online ProAdvisor certification test.

All study materials, live and recorded webinars, and exams are free to access after creating a QuickBooks Online Accountant account. To pass it, just like any exam, you must study. To begin the training, go to the ProAdvisor link in the left menu bar of your QuickBooks Online Accountant screen and choose the Training option. Prepare for the certification exams after that. The Introduction to the QuickBooks Online Accountants course has seven learning modules and can be completed in about five hours. It awards 4.5 continuing professional education (CPE) credits.

The course QuickBooks Online for Accountants covers the following topics:

How to start QuickBooks Online Accountant 

Sign up for an account and log in to QuickBooks Online Accountant to learn about the key components of the Accountant dashboard and navigation toolbar.

Your client’s QuickBooks Online

This provides a workflow explanation and shows you how to use QuickBooks Online for your client.

Sales and clients

After adding customers, create sales receipts, online invoices, and input payments.

Expenses and vendors

Learn about the expenditure and vendor procedures, how to enter expenses, how to enter and pay invoices, and about the expenses center.

Banking

Find out how to use the best bank feed workflows.

Reporting components

Review the Chart of Accounts and Products and Services list, which forms the basis for fundamental reporting.

Continuing your trip

Review the different membership rates and client addition possibilities in QuickBooks Online Accountant.

The QuickBooks Online course consists of eight learning modules, and you can complete it in about 8.5 hours while earning seven CPE credits.

The following topics are covered in the QuickBooks Pro Online course.

QuickBooks Online services

To effectively counsel your clients on the appropriate QuickBooks Online subscription plan, learn how to set up a QuickBooks Online account, how to discuss billing features with clients, and how to build a QuickBooks Online account.

User onboarding

Discover how to create a chart of accounts, add new clients and suppliers, select the best company settings, and more.

Certain duties for onboarding clients

Learn how to set up basic sales tax, manage apps for your clients, modify payment settings and sales forms, and perform other optional onboarding tasks.

Organizing your workload and clientele

Learn how to use the practice management capabilities in Quickbooks Online Accountant to create and track projects for clients who use QuickBooks and clients who don’t.

Assisting your small company owner clients

Get training on using various tools, including estimates, purchase orders, vendor credits, and more.

Equipment and Banking

Establish recurring transactions, manage invoices and receipts, connect bank and credit card accounts to QuickBooks, do bank account reconciliations, and more.

Analytics and Reporting

Editing, customizing and executing reports such as profit and loss, balance sheets, and sales and expense reports are all possible.

The cycle of accounting is finished

Learn how to prepare a client’s books for year-end closing. It will be helpful if you are acquainted with the QuickBooks Online Accountant platform and have a solid grasp of the fundamental principles of general accounting. However, if you already have this expertise, you can skip the test and get certified right away.

While preparing, you can earn CPE credits, which are required to maintain your certified public accountant (CPA) license. Take your time to learn the concepts; you don’t have to finish all the modules right away. The system keeps track of when your session ends so you may pick it up again later. These basic courses could be quite helpful if you’ve never used QuickBooks Online, even though they’re not required for certification.

Step 3: Test to become a QuickBooks Certified User.

To view the list of QuickBooks certification examinations, choose the Certification option under the ProAdvisors Training menu. Click the Take Exam button if you are ready to take the test. Be advised that you must pass the QuickBooks Online Certification test before you can take any of the other examinations on the list.

The exam, which has 80 questions in total across five sections, is free to take. Five portions should be finished in roughly three and a half hours. You can review your answers for a single section before submitting them.

To pass, you must obtain a score of at least 80% on the test. You have three chances to repeat the test if you don’t pass on your first attempt. If you are unsuccessful after the first three attempts, you will be locked out for 60 days. After the specified time has gone, you can take the exam again.

Step 4: Consider Getting More ProAdvisor Certifications

Additional certifications like QuickBooks Online Advanced, QuickBooks Desktop, QuickBooks Desktop Enterprise, and QuickBooks Online Payroll should be taken into account. After becoming a certified QuickBooks ProAdvisor.

This article is about the QuickBooks Online certification. If you’re interested in finding out more about the certification for QuickBooks Desktop, add QuickBooks Desktop to your ProAdvisor membership in QuickBooks Online Accountant. A $499 yearly subscription to QuickBooks Desktop ProAdvisor includes access to the QuickBooks Accountant Desktop Plus application. Depending on the needs of your clients, you can choose to be certified in either QuickBooks Online or QuickBooks Desktop, or both. You can manage the accounting for many firms with QuickBooks Desktop, but QuickBooks Online is perfect for organizations that need remote access or have numerous users.

Step 5: Complete your ProAdvisor profile, finally.

Complete your profile as soon as you can, if possible. Your social media links, an “About Me” section, and the duration of your business. The services you offer, and any industries you’ve worked in are all included. Any certification badges you’ve earned are also listed.

Recertification as a QuickBooks ProAdvisor

Your ProAdvisor certification ultimately runs out of time. You might need to recertify more frequently depending on the type of certification you hold:

Accounting software certification

To keep your Gold Level membership, you must have a valid certification for either QuickBooks Online or one of the three most recent versions of QuickBooks Desktop. We suggest that you update your QuickBooks certification status once a year to make sure that you are providing your clients with the greatest knowledge and assistance available.

Only members with the most recent QuickBooks certification are displayed in the top section of the Find a ProAdvisor for QuickBooks page.

QuickBooks Online certification

The certification for QuickBooks Online that you received was good until July 31 of the following year. We suggest taking the updated exam every year to keep current. Similar to QuickBooks Desktop Certification, the top section of the Find a ProAdvisor for QuickBooks website. Features a list of individuals who are certified for the most recent release of QuickBooks Online.

QuickBooks Point of Sale (POS) and Enterprise Solutions certification

These credentials are offered every two years. Simply renew your certification in these once every two years to stay up to date.

QuickBooks Desktop Advanced Certification

You won’t ever need to repeat the QuickBooks Desktop Advanced Certification exam as long as you maintain your yearly QuickBooks Desktop Certification. Finish the required nine CPE credits of ACE-approved training every three years. After passing it, you will continue to hold the Advanced Certification.

The Benefits of Being a QuickBooks ProAdvisor

There are several benefits to being a Certified QuickBooks ProAdvisor. Including a practical comprehension of the most popular accounting program for small businesses. Additionally, you get discounts on goods and services, personalized phone, chat support, and inclusion in the online directory to find a ProAdvisor. By doing this, you can build rapport with potential clients, increase your clientele, and gain their trust. The QuickBooks Online Advanced Certification exam is also made available to you increasing your visibility on the Find a ProAdvisor directory and your opportunity to meet new clients for $499 a year, you may add QuickBooks Desktop to your membership. If you wish to help clients who use QuickBooks Desktop products rather than those available through QuickBooks Online.

In addition to the benefits we just mentioned, you also receive the following.

  • $5,000 worth of QuickBooks Desktop software.
  • You can give customers QuickBooks software at a discount of 30%.
  • Experienced US chat and phone support.
  • Training materials for QuickBooks desktop versions.
  • Certification for access to QuickBooks desktop products.

Your ProAdvisor Profile advances in the ranks as you earn more points. As you advance through the ranks, you’ll be able to grow your company and take advantage of more program features, savings, product support, and training opportunities.

The following is a list of the extra benefits.

Include a badge on your website, business cards, and emails that shows that you are a ProAdvisor.

  • Boost the credibility and ranking of your profile
  • Make a name for yourself as a true expert by using QuickBooks software.
  • Receive unrestricted phone support from American QuickBooks experts.
  • Get supplies and things for nothing or at a discount.

If you’re an accountant or bookkeeper that offers payroll and bookkeeping services, getting certified in QuickBooks is quite beneficial. Due to its dominance in the market (more than 80%), QuickBooks will be selected by the bulk of your clients for the accounting program that small businesses primarily utilize.

In The End

You just learned how to become certified to use QuickBooks Online in QuickBooks ProAdvisor. To get started, we urge you to register for a free account with QuickBooks Online Accountant. If you would want to improve your grasp of QuickBooks Online, have a look at our free QuickBooks tutorial series. Its 46 courses serve as a resource for teaching customers how to use the program and educate QuickBooks.

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