How to Become a QuickBooks ProAdvisor: Elevate Your Professional Skills With QuickBooks

how to become a quickbooks proadvisor

After logging into your QuickBooks Online Accountant profile visit the ProAdvisor menu and select “Your benefits”. Ambassador badges are awarded to the first quartile of QuickBooks ProAdvisors in the region. Champion badges are awarded to the upper lower quartile of ProAdvisors in the region.

This gives you the opportunity to engage with new clients, grow your client list, and win their confidence. QuickBooks ProAdvisor Certification grants you access to outstanding marketing materials that can help you stand out from the competition, generate leads, and develop your brand. Certification badges demonstrate to prospects that you are a QuickBooks specialist, which increases your credibility.

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Once you’ve earned your Badge for Success, you will receive it via email, delivered directly to your inbox. You need to recertify every year by June 30 to maintain your QuickBooks Online certifications. Continuing Professional Education (CPE) credits are credits you earn for completing quickbooks proadvisor certification training. You can access available training directly from QuickBooks Online Accountant. Yes, it will, and recertification frequency depends on the type of certification you hold. QuickBooks Online ProAdvisors need to recertify by June 30 each year to maintain their certifications.

The Ramp team is comprised of subject matter experts who are dedicated to helping businesses of all sizes work smarter and faster. Once you click it, it will route you to the accountant’s page of the country you choose. If you’re excited about the idea of becoming Badged for Success, all you need to start is sign up for QuickBooks Online Accountant for free.

How To Become A Certified QuickBooks ProAdvisor

This will not only help you during the certification process but also equip you with the necessary knowledge to assist clients effectively. ProAdvisors receive exclusive discounts on QuickBooks products and services, which can be beneficial both for personal use and for offering discounts to clients. This network is an excellent resource for sharing experiences, seeking advice, and even receiving or giving client referrals. The knowledge of the software that can simplify the workflow with QuickBooks will be a huge advantage. The software provides an automatic sync of your clients’ transactions with QuickBooks Online or Desktop version reducing manual bookkeeping and accounting processes. Beyond software support, many ProAdvisors offer a range of accounting services, such as bookkeeping, financial reporting, budgeting, and payroll management, all integrated with QuickBooks.

  • Clients are more likely to retain your services and refer others when they’re confident in your skills and knowledge.
  • After completing your training, the next step is to take and pass the QuickBooks exam, which consists of 80 questions divided into 5 sections.
  • Once you have completed these steps, you will gain access to all the benefits and resources available to QuickBooks ProAdvisors.
  • You’ll need a better understanding of fundamental Accounting principles as well as familiarity with the QuickBooks Online Accountant system to pass the test.
  • Click on the ProAdvisor tab in QuickBooks Online Accountant to access your tier, benefits, training and certification and much more.
  • To learn more about ProAdvisor certification, check this out the Frequently Asked Questions about ProAdvisor Certification article.

To maximize the value of your certification, invest time in continuing education, staying current with QuickBooks updates, and actively engaging with the ProAdvisor community. By doing so, you can continuously enhance your skills, build your reputation, and provide exceptional service to your clients. QuickBooks ProAdvisor is a program offered by Intuit, the creator of QuickBooks, that aims to train and certify accounting professionals to become experts in using QuickBooks software. In simple terms, a QuickBooks ProAdvisor is a financial professional who has undergone specialized training and achieved certification in using QuickBooks.

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When you hold a QuickBooks Badge, you’re not just another accountant; you’re a trusted financial advisor equipped with the tools and knowledge to do your job well. It shows that you’re an active and dedicated member of the accounting community, enhancing your reputation. Badged for Success has four distinct badge categories, each tailored to acknowledge the growth and engagement of accounting firms on QuickBooks Online over the previous calendar year.

  • In addition, you can keep track of all of your assets in one place, generate a cash flow forecast, and determine if projects are profitable and on time.
  • The best aspect is that you can grow your business for free by devoting a few hours of your time to it.
  • During registration, you may be asked to enter details such as your name, email address, contact information, and professional credentials.
  • It’ll be helpful if you have a basic understanding of general accounting principles and knowledge of the QuickBooks Online Accountant system.
  • Learn how to start a QuickBooks ProAdvisor certification course and become a certified ProAdvisor.

There is no time limit or restriction to how often these can be accessed. CPE credits are also available for most training modules, but recognition may vary from state to state. Bhavleen is a writer at Ace Cloud Hosting – a leading hosting provider for tax software, with several years of experience in the cloud industry. She loves to research various technologies and has a firm grasp on topics like Accounting, ERP, VDI, and HIPAA. Lastly, you must continue your learning journey and stay updated on the latest developments in QuickBooks. This software frequently releases updates and new features, so staying informed is essential to provide the best service to your clients.

This enables you to take advantage of the latest versions and features, ensuring that you can provide knowledgeable support to clients using different versions of QuickBooks. On average, it can take anywhere from a few weeks to a couple of months to become a QuickBooks ProAdvisor, assuming you’re dedicating a few hours each week to studying and training. This timeline can be shorter for those with prior QuickBooks experience or longer for those with no background in accounting software. No, you don’t need any special certificate before enrolling in the QuickBooks ProAdvisor Program.

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. The tax software for your CPA firm depends primarily on the number, type, and complexity of returns you expect to file. For instance, TaxAct Professional is great for filing an unlimited number of individual returns, while Lacerte Tax is commonly considered the best software for extremely complex returns. Paid tax preparers must use professional tax software that allows them to sign the return as a paid preparer and e-file the return as an Electronic Return Originator (ERO).