QuickBooks ProAdvisor Program for Accountants Intuit Quickbooks

The grace period is an opportunity we offer to members affected by a downward tier movement. The grace period starts when your point balance drops below the required level for the tier you are in. During the grace period, members maintain their access to current benefits and discounts for a determined period. Besides contributing a high level of expertise, we work for your benefit. Our team is invested in your success and ready to offer guidance on everything from the accounting software you use to the overall financial health of your business.

Software setup and customization

Here, you can explore the different QuickBooks certifications available. You can choose between “Foundation” certifications, which cover the core aspects of QuickBooks, and “Specialty” Quickbooks Proadvisor Program certifications, which focus on specific areas like payroll or advanced reporting. You can enroll in courses or take exams to test out of some courses (but you won’t earn CPE credits this way). You’ll need to understand core concepts like accounts payable, accounts receivable, and reconciling accounts. While you don’t need a CPA license, practical accounting experience will be invaluable.

This specialized knowledge translates to streamlined processes and accurate financial management. For businesses seeking further automation, consider exploring resources like Accruer software. The ProAdvisor program offers valuable perks, including free access to QuickBooks Online, payroll, and time-tracking software. These benefits can save you money and provide the resources you need to manage your own practice efficiently. You’ll also receive discounts on related apps and services, plus priority customer support from Intuit.

As QuickBooks evolves, ProAdvisors stay tuned with the latest features and updates, ensuring that they can always provide the most current and effective advice. Accelerate your professional development with actionable, live trainings taught by Advanced Certified ProAdvisors. Earn CPE credits and learn however you like—from webinars to virtual conferences to in-person events. Accruing tax liabilities in accounting involves recognizing and recording taxes that a company owes but has not yet paid.

• Your points balance changes when the action that earned them is no longer valid.
• Such notice is not intended nor will it have the effect of relieving the Participant of any liability under this Agreement or applicable law.
• Intuit will use this information as described in its Privacy Statement.
• Certification can enhance your job prospects and help you stand out in a competitive job market.
• Your points do not expire, however, your balance changes when the action that earned them is no longer valid.

Switch to QuickBooks Online in 3 easy steps

Continued professional education and certifications are essential for maintaining motivation and growth. The QuickBooks ProAdvisor certification has different levels, starting with the core QuickBooks Online certification. Once you’ve earned this foundational certification, you can explore other specialized certifications, such as in payroll or advanced reporting. These additional certifications can help you attract clients with specific needs and position you as a true QuickBooks expert. The ProAdvisor program offers various courses to help you expand your skillset.

New Benefits of the ProAdvisor Program

This proactive approach will enhance your own understanding and position you as a valuable resource for your clients. The more you engage with the software, the more proficient you’ll become. Consider offering training sessions to your clients to help them adapt to new updates and features. The ProAdvisor Academy offers more in-depth training and is accessible through your QuickBooks Online Accountant firm.

What Are the Benefits of Hiring a QuickBooks Certified ProAdvisor?

This is complemented by an increased Mailchimp discount on the Standard Plan and new accountant-approved app recommendations. All payment(s) shall be made to you in U.S. dollars via direct deposit to the bank account added by you upon enrollment in the Revenue Share Program. As a QuickBooks ProAdvisor, you’re more than just a software expert; you’re a problem-solver. Clients will come to you with a range of challenges, from basic bookkeeping questions to complex integration issues.

The bounty will be paid the first week of the month following the first payment of the referred clients Intuit Enterprise Suite contract. Here are some sample cases to show how your revenue share is calculated. If you recovered the missing points, during the 90 days, you continue to stay at the current tier; otherwise, you will be in the tier corresponding to current account status. Get the desktop software and training you need to maximize productivity, at an exclusive QuickBooks ProAdvisor price. Help differentiate yourself in the marketplace by showcasing the certification badges you earn in our ProAdvisor Academy.

• The training covers various aspects of QuickBooks, from basic functionalities to advanced features and best practices.
• Just like any professional partnership, finding the right fit is essential.
• Premium customer care (phone and chat support) is now available for Gold tier ProAdvisors and above.
• This is like adding a GPS to your car—it helps you target specific client needs and stand out from the crowd.

Troubleshooting and technical support

It’s wise to work with a QuickBooks ProAdvisor to get the best out of your software. A certified ProAdvisor has the expertise and knowledge to set up, manage and leverage your account to track your revenue, expenses and cash flow. They have resources and know-how to help you make the most out of the tools. They’ll also give you access to excellent customer service and support.

How do I publish my profile?

It’s completely free to set up and doesn’t require any credit card information. This account will be your central hub for managing your ProAdvisor journey. When you’ve finally become a QuickBooks ProAdvisor, you should take steps to promote your status.

The software provides an automatic sync of your clients’ transactions with QuickBooks Online or Desktop version reducing manual bookkeeping and accounting processes. The QuickBooks ProAdvisor certification program is directly offered and administered by Intuit. The program involves a structured learning path through self-paced training modules with practice exercises. ProAdvisors help clients leverage features for payroll, invoicing, expense tracking, and comprehensive financial reports. Many ProAdvisors specialize in particular QuickBooks versions, such as Online, Desktop, Payroll, or Enterprise Solutions.

If you don’t pass within three tries, you’ll need to wait 30 days before retaking the exam. This structure ensures you have ample opportunity to prepare and demonstrate your skills. All the study materials you need are available within the ProAdvisor Academy. The platform is user-friendly and well-organized, making it easy to find what you need.

The Revenue share program discount rates are the same as the ProAdvisor Preferred Pricing payments discount rates (see details). However, if clients have previously processed QuickBooks Payments with the ProAdvisor discount, they will no longer be eligible to be invited to Payments Revenue Share. Accountants can still receive ProAdvisor Preferred Pricing for payments while participating in Payments Revenue Share. The firm is eligible to receive Revenue Share for 3 years starting from the date a client is added to the program.