QuickBooks ProAdvisor: Roles, Benefits, and Certification

Learn about the latest updates to QuickBooks so you can keep working efficiently while delivering more value to clients. Only one (1) QBOA user may enroll the QBOA firm in the Revenue Share Program. Certification badges demonstrate your knowledge and accomplishments to make your marketing stand out. Answer a few questions about what’s important to your business and we’ll recommend the right fit.

QuickBooks Training Programs

For example, managing accruals can be a complex and time-consuming process. FinOptimal’s Accruer software offers a comprehensive solution for automating this critical financial process, ensuring accuracy and saving you valuable time. The world of QuickBooks is constantly evolving, with new features and updates rolling out regularly. As a ProAdvisor, staying informed is crucial for providing top-notch service to your clients. Think of it like a doctor keeping up with the latest medical advancements—it’s essential for effective practice.

To become a certified QuickBooks Online ProAdvisor, you must pass an 81-question test with an 80 percent or higher passing score. To prepare for the test, most individuals should budget at least 12 to 16 hours of study time. If you don’t pass the first time, you may retake the test up to three times. Your ProAdvisor credential indicates a better understanding of the software by enrolling in the QuickBooks ProAdvisor program and passing the test.

  • Preparing for QuickBooks certification involves accessing a variety of training resources to suit your learning style.
  • The QuickBooks ProAdvisor program offers several ways to connect with potential clients.
  • Hence if you are embracing QuickBooks Application to your business then it is highly recommended that you hire an appropriate Advisor according to your business needs.
  • To begin the training, go to the ProAdvisor link in your QuickBooks Online Accountant screen’s left menu bar and choose the Training option.
  • Your QuickBooks Online Accountant account is your gateway to the ProAdvisor program.

You may choose to get certified in QuickBooks Online, QuickBooks Desktop, or both, depending on your customers’ requirements. While QuickBooks Online is ideal for businesses with several users or who need remote access, QuickBooks Desktop enables you to manage multiple businesses. The QuickBooks Desktop Premier Contractors Edition is also adaptable enough to meet the demands of farmers and ranchers as well as construction enterprises. 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.

Make it a habit to check the Intuit QuickBooks blog for announcements and new features. This will ensure you’re always leveraging the most current tools and functionalities. Your clients rely on you to guide them through the complexities of financial management, so staying updated is a non-negotiable aspect of your role.

Many businesses specifically seek out QuickBooks ProAdvisors to manage their finances, making it a valuable credential in today’s job market. The certification can also enhance your career prospects within existing accounting roles. Getting the word out about your QuickBooks ProAdvisor certification is key to attracting clients. Think about creating informative blog posts, engaging videos, or helpful social media updates. Sharing your knowledge establishes you as a go-to resource for businesses needing QuickBooks assistance. Word-of-mouth marketing is incredibly effective, so nurture relationships with current clients and other professionals.

Time Management for QuickBooks ProAdvisors

You are not required to finish all of the modules in a single sitting. The system remembers where you left off at the conclusion of a session, allowing you to resume where you left off later. These beginner courses aren’t necessary for certification, but they’re very useful if you’ve never used QuickBooks Online before.

Terms, conditions, pricing, special features, and service and support options are subject to change without notice. Discount and list price are subject to change at any time at Intuit’s sole discretion. If you add or remove services, your service fees will be adjusted accordingly. It is incredibly useful to get certified in QuickBooks if you are a bookkeeper or accountant that provides accounting and payroll services. QuickBooks controls more than 80% of the market for accounting software used by small companies, which means that QuickBooks will be used by the vast majority of your customers. You can access the QuickBooks certification exams by clicking on Take exam in the upper-right corner of the Certification for QuickBooks Online list of courses, as shown in the above screenshot.

It won’t be difficult for you to find the ideal solution for both you and your company. The QuickBooks ProAdvisor certification exam is designed to assess your practical knowledge and ability to use the software effectively. You’ll need to score 80% or higher to pass, and you have three attempts to do so. If you don’t pass within three tries, you’ll need to wait 30 days before retaking the exam.

Master QuickBooks Online as a ProAdvisor

  • As a QuickBooks Certified ProAdvisor, you’ll earn points and rewards that can help to grow your firm and support your clients.
  • This section houses all the essential resources and tools for ProAdvisors.
  • When you become QuickBooks Certified, you’re not just gaining a credential; you’re enhancing your ability to navigate QuickBooks with precision and expertise.
  • This information should help you go forward with becoming a QuickBooks ProAdvisor.

The Academy provides various courses, from foundational knowledge to specialized certifications. Enrolling in these courses will deepen your QuickBooks expertise and prepare you for the ProAdvisor certification exam. Think of the Academy as your dedicated training ground for mastering QuickBooks. A QuickBooks ProAdvisor is a certified individual who is knowledgeable about using QuickBooks software and provides support and advice to QuickBooks users. In other words, ProAdvisors are highly trained professionals who have the necessary skills and experience to assist clients in their use of QuickBooks and related services.

The cost of becoming a QuickBooks ProAdvisor varies depending on the specific certifications you pursue. how do you become a quickbooks proadvisor The core QuickBooks Online certification is often bundled with QuickBooks Online Accountant subscriptions, which have tiered pricing plans. It’s best to check the Intuit website for the most up-to-date pricing information. The QuickBooks ProAdvisor Academy is your central hub for learning, certification, and accessing valuable resources. Even if you’re already familiar with QuickBooks, thoroughly review the course materials.

Managing Your ProAdvisor Benefits

Remember, focusing on specific areas of expertise helps you manage time effectively. As a QuickBooks ProAdvisor, you’re always looking for ways to enhance efficiency and provide top-notch service to your clients. FinOptimal offers a range of resources designed to help you do just that, focusing on the power of automation within QuickBooks. We understand that your time is valuable, so we’ve created tools and resources to help you streamline your workflows and focus on what matters most – providing valuable insights to your clients.

Create a QuickBooks Online Accountant Account

Accounting professionals can get free QuickBooks Online Certification training and examinations through QuickBooks Online Accountant and become QuickBooks Certified. You can learn new skills that will help you better serve your customers while also obtaining certifications that will help you expand your profession. QuickBooks by Intuit is not only a Tax Preparation Software but also provides a comprehensive set of Accounting and financial tools for enterprises. Accounting, Bookkeeping, and Inventory Management are just a few of the services it offers. Take training courses in our ProAdvisor Academy, which you can access from your QuickBooks Online Accountant firm. ProAdvisors receive exclusive discounts on QuickBooks products and services, which can be beneficial both for personal use and for offering discounts to clients.

Experience it yourself by creating a free account to test the features from the inside or booking a spot on a Weekly Webinar with Synder’s specialists. ProAdvisors often conduct training sessions for business owners and their staff, teaching them how to use QuickBooks efficiently. They also provide ongoing support and answer any questions users may have about the software.

As a certified QuickBooks ProAdvisor, you become a trusted advisor, known for your ability to provide businesses with the tools and insights they need to thrive. This program is designed to elevate your proficiency in QuickBooks, making you an invaluable asset to your clients. The offer is eligible to Desktop customers that are migrating their Desktop data to QuickBooks Online. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Terms and conditions, features, support, pricing, and service options subject to change without notice.