How to Find a QuickBooks ProAdvisor

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.

The ProAdvisor Program offers benefits and resources that only get better as you grow. Simply sign up for QuickBooks Online Accountant to start turning progress into perks—from discounts to marketing tools and training. Glenn Tyndall is a certified public accountant located in Florida. He owns his own accounting and tax firm that services individuals, small businesses, real estate associations, and more. Glenn is a member of the American Institute of Certified Public Accountants and is a former writer for The Balance Small Business. Getting QuickBooks certification makes sense for accountants and bookkeepers.

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.

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.

QuickBooks Advanced Certification

You can download your certificate and badge directly from QuickBooks 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.

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.

Schedule a Meeting with a Potential Advisor

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.

• However, if you wish to become a QuickBooks Desktop ProAdvisor, you’ll need to pay a membership fee of $799 per year.
• Whether you’re new or advanced, cloud or desktop, we’ll help you develop skills your clients can depend on.
• 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.
• In other words, they’ll help you customize your QuickBooks setup to your business so you can spend less time on your books.
• It’s also an opportunity for the ProAdvisor to get to know you and learn more about your business needs.
• But now it’s time to upgrade to a more advanced accounting solution.

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.

ProAdvisor | Accounting Partner Rewards Programme

You have to meticulously do your research and choose carefully so that you’ll be able to find a QuickBooks ProAdvisor who can provide the support that your business needs. After you come to an agreement on price, you should ask the QuickBooks ProAdvisor for a couple of references from either their current or past clients before you commit. You can contact these references to learn more about their experience with the ProAdvisor. Tim is a Certified QuickBooks Time Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience. He brings his expertise to Fit Small Business’s accounting content. For each certification, applicants must earn an 80 percent or higher on the QuickBooks’ 81-question certification exam.

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.

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.

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.

Can anyone become a QuickBooks ProAdvisor?

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.

• Also, ask about how they prefer to work, how they bill their clients, what apps they use, how they rectify errors, and what their desired communication style is.
• Expert phone and chat support with product specialists dedicated to ProAdvisors.
• He owns his own accounting and tax firm that services individuals, small businesses, real estate associations, and more.

A QuickBooks Certified ProAdvisor is a certified professional who can help you manage your business’s accounting needs. This guide breaks down what that means, when you might need one and how to find a QuickBooks ProAdvisor for your growing business. Access free training from beginner to advanced levels designed by and for accounting professionals. Available as on-demand and real time virtual, all while earning CPE credits. A QuickBooks ProAdvisor can receive a basic QuickBooks Certification.

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.

The change in net working capital 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.

When you first started your business, you may have used spreadsheets to keep track of sales, and paper time cards to record employee hours for payroll. But now it’s time to upgrade to a more advanced accounting solution. Gain soup-to-nuts QuickBooks mastery, from basic setup to the latest tools.