How Do I Become Quickbooks Online Proadvisor?

how to become a quickbooks proadvisor

The only way to become a QuickBooks ProAdvisor is by giving the QuickBooks certification exam. Out of 55 questions you have to score 80 percent or more than that. Don’t worry If you are unable to clear the exam in the first attempt, you can try multiple times. Intuit certified payroll ProAdvisors got extensive discounts on QuickBook products that can be extended to clients. Proadvisor helps you with various hassle-free services like creating customer invoices, timely account reconciling, paying bills, managing books, and many accounting-related tasks.

This information should assist you with taking the next step and becoming a QuickBooks ProAdvisor. To explore this option further, complete step one to sign up for your free QuickBooks Online account. If you decide to increase your knowledge and skills in QuickBooks, complete the remaining steps to become certified. The additional $449 to add QuickBooks Desktop to your ProAdvisor membership is an annual fee.

  • After 20+ years serving the small business community and working alongside Intuit and my other strategic partners, my entrepreneurial spirit has evolved from practitioner to educator.
  • You can also contact an advisor after you’ve selected your QuickBooks product.
  • Then click on the ‘Save’ option, and then on the ‘Preview your Public Profile’ to see your profile.
  • By working with an individual expertly trained in both software platforms, your business can get off to a smooth start in transitioning from desktop software or other inventory platform without a hitch.

Once you’re ready to make contact, QuickBooks has an easy solution for that too. If you want help setting up advanced analytics or dealing with international business, we recommend looking for a QuickBooks Advanced ProAdvisor. Otherwise, if you’re in the research phase of your purchase, look for a ProAdvisor who’s certified in QuickBooks Online and QuickBooks Desktop. Someone with a dual certification can offer you the best advice on selecting a solution. We will, however, keep your credit so that you may attend another class in the future. The ability to have users/employees with different operating systems (e.g. Mac vs. P.C.) and web browsers (e.g. Chrome vs. Safari) still access the same data. What the basic financial statements are and have a basic understanding of their sections and what they mean.

Quickbooks Training Class Fort Myers

QuickBooks Certification – training includes installation, setups, recording and reporting. The best time to hire a QuickBooks ProAdvisor is January 1800accountant to April. Try to find a ProAdvisor during these days, otherwise, it will be quite difficult to hire a QuickBooks expert in other working months.

how to become a quickbooks proadvisor

One thing to bear in mind about the tool is that it has a steep learning curve. There are, in fact, many ways to learn QuickBooks software at home. Depending on the option you choose, your budget to complete the task may be free or it may cost $400.

Quickbooks Proadvisor Program Adds New Resources, Features, And Training Courses

It is designed to help professionals like you, grow their practice while helping millions of QuickBooks users manage and optimize their businesses. QuickBooks ProAdvisors have the option of becoming certified or advanced certified in QuickBooks Online, QuickBooks Desktop, and QuickBooks Enterprise Solutions. If you choose to seek advanced certification, give yourself adequate time to study and to take the exam. 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.

If you’re looking for a new job, we recommend getting certified in both versions so you qualify for more possible jobs. Certification in both versions is included with the VIP membership. Every ProAdvisor membership comprises of infinite access to chat and also phone support. While the support is convenient to all the ProAdvisors, completing the certification courses makes you eligible for much better support from some of the experts. There are several free practice exams available online through Intuit and other training programs. Unfortunately, becoming a certified QuickBooks ProAdvisor does not make you a certified bookkeeper.

How Much Is Quickbooks Training?

QuickBooks is one of the many types of bookkeeping software commonly used by individuals and small businesses. Intuit, the maker of QuickBooks, offers a program through which the company will certify that you are competent with their software. The ProAdvisor Program offers benefits and resources that only get better as you grow.

If you’ve already registered for the test or taken the test within 30 days, and request a refund, we will deduct the cost of the voucher ($156) from your refund. Q&A sessions – where an instructor will answer your questions with a live demo – every weekday . Instructions on how to schedule your exam, register your voucher, and take the test at your scheduled time. Now, click on the download link and begin with the downloading process. The license and the product numbers are required for the installation. After that, check out the Products and Services list and then select a name of the product that you wish to install. Special discounts are also available for the ProAdvisors who want a deeper connection with the clients.

Provide Financial Advice And Insights

When purchasing through a ProAdvisor, you can also receive a 10 to 20 percent discount on your subscription. You can also contact an advisor after you’ve selected your QuickBooks product. ProAdvisors are adept at using QuickBooks programs and getting the most out of the software. Advanced advisors are an excellent option for any business owner who deals with issues like job costing, non-standard transactions , progress invoicing, and vendor payments. For each certification, applicants must earn an 80 percent or higher on the QuickBooks’ 81-question certification exam. Self-paced coursesIf you’re not satisfied for any reason, please send an email to within 30 days of purchase and you’ll receive a full refund. After class, you’ll receive an email with instructions on how to prepare and register to take the exam using your exclusive voucher ($156 value).

A QuickBooks ProAdvisor is considered an expert in providing training and coaching to the accounting team about the correct usage and maintenance of QuickBooks accounting software. This ensures that the accounting team can work with a better understanding of accounting and bookkeeping and can simplify accounting issues and errors with lesser efforts. If you are using QuickBooks, you should consider hiring a QuickBooks ProAdvisor bookkeeping to optimize the use of the software, which is extremely important. QuickBooks experts will save you time, money, and data integrity by setting up your software correctly. They go through an extensive training and testing process so that you can rest assured that your software and data is in good hands. Having someone on your team who truly understands your software’s multi-faceted features is invaluable to your business.

The system saves where you end a session, which enables you to pick up where you left off later. These introduction courses aren’t required for certification but very helpful if you’ve never used QuickBooks Online.

How do I become a virtual bookkeeper?

To become a virtual bookkeeper, you must meet the qualifications for a regular bookkeeping job in addition to having a computer and a reliable internet connection. These requirements include a high school diploma, math skills, and computer skills.

During the exam, you can review your answers for a particular section before confirming the submission. The test for each section, however, must be completed in a single session. You must answer at least 80 percent of the questions in each section correctly to obtain your certification. If you fail the exam three times, you must wait 60 days before you can retake it.

If you want the full benefits of being a QuickBooks ProAdvisor— including access to Desktop software—there is small annual fee involved. This fee covers access to the current year’s QuickBooks Desktop and Enterprise Solutions software and is an economical choice if you plan to work in either of these programs. Or, there are literally hundreds of online training courses available for QuickBooks. These include free videos on YouTube, or self-paced courses costing hundreds of dollars. Some of these courses even offer a certification upon completion of the course. Although you could theoretically do a business’s bookkeeping in QuickBooks using nothing but journal entries, journal entries can compromise the integrity of many of the subsidiary reports in QuickBooks.

How To Find A Quickbooks Proadvisor

If cost is a consideration, your small business center or technical school will likely be more economical than your local community college. If an actual certificate from an accredited institution is important to you, you’ll want to go with a technical school or community college rather than your small business center. When you become QuickBooks certified as an end-user of the software, you can rest assured you are using it correctly, and getting everything out of it possible. Are you starting your own business and bootstrapping it for a while? You’ll probably take on the responsibility of keeping your bookkeeping up to date. Your ProAdvisor stays up-to-date on the latest accounting rules so you don’t have to. So, you’ve reviewed several profiles and narrowed down your choices.

how to become a quickbooks proadvisor

Apart from this, they help you to save your time by doing all your finance-related work like accounting, tax return, a record of receipts and set financial goals. They are provided various training materials, software, and additional resources to get a better hand at QuickBooks.

Quickbooks Training Class Miami

You don’t have to complete the full exam a second time around. It will prompt you to go back to the section or sections that you need to retake, tell you to review them, and retake when you’re ready. In the exam you can see each of the eight modules, and it tells you how many questions there are as well as the approximate amount of time they believe it will take you to complete. The test will take you about three hours to complete if you take it in one sitting. QuickBooks Online Accountant is built to empower pros like you. With features and resources available only to accountants and bookkeepers, you can grow and run your practice, your way. Signing up is totally free—our way of investing in all parts of your prosperity.

Get assisted for setup, installation, troubleshooting error, backup & upgrades. 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. You will simply need to login to your ProAdvisor account, you will receive an email with the credentials. Then go to the certification section and start the video courses right away. Once you complete the training courses you will need to complete the final exam.

In general, any QuickBooks Online ProAdvisor is trained and tested to know the basics of the QBO platform. While many accountants are familiar with Intuit’s platform, they have an elementary understanding of the software but may not be able to give you the best its features have to offer. An Intuit QuickBooks ProAdvisor passes an exam to receive certification followed by updates to their training as new features become available with the software. Many businesses hire these professionals to perform the initial setup in QuickBooks and provide training to their staff.

In addition to the expertise, a ProAdvisor can provide your small business, finding a local ProAdvisor has another distinct advantage—you can get discounts on Intuit products ranging from 10% to 20%. CPA Desk is a business that is in no way affiliated with Intuit®️. CPA Desk is a non-Intuit company that offers consulting and other data services.

Author: David Ringstrom