All about the reimagined ProAdvisor Program Tax Pro Center Intuit

Let’s break down the key certifications to help you choose the right path for your career goals. Ted Callahan has been named as the new ProAdvisor Program leader, in addition to his current role as the director of accountant partnership and strategy at Intuit. By the end of this course, you’ll identify which of your clients are a good fit for QuickBooks Online and build an action plan to successfully transition to the cloud. Some states don’t allow CPE credits for QuickBooks ProAdvisor training.

Is the QuickBooks Online ProAdvisor Certification Worth It?

Even if you only commit to 30 minutes a day, consistency matters. I suggest reviewing one topic at a time—like bank feeds or reporting—then jumping into the practice questions immediately. I’ve seen freelancers double their rates after certification—not because they suddenly knew twice as much, but because clients trust credentials. It signals you’re not just guessing your way through QuickBooks—you’ve put in the time to know what you’re doing. The format is open-book, meaning you can refer back to training materials during the test.

• Launched this week, the new ProAdvisor Academy is an education platform that gives accounting firms access to professional development for employees at any stage of their careers.
• New professionals or recent graduates can also use it as a stepping stone.
• This commitment to ongoing learning will not only help you pass the exam but also serve you well throughout your ProAdvisor career.
• Getting certified as a QuickBooks ProAdvisor can open up serious opportunities—but it’s not all upside.
• What makes this course stand out is its direct connection to real software use.
• Your ability to analyze these situations and provide effective solutions is what sets you apart.
• Remember, focusing on specific areas of expertise helps you manage time effectively.

Overcome QuickBooks ProAdvisor Challenges

However, you can become a certified QuickBooks ProAdvisor in as little as two weeks if you commit just one or two hours each day to the training program that is of hours. Before choosing a QuickBooks ProAdvisor, you must know your business requirements, selection of accounting applications real estate cash flow as well as your services. Suppose you’re able to locate QuickBooks ProAdvisor in your area. In that case, it is necessary to talk to them about the services you’re looking for, the operation your company is into, and the challenges you face. Trained QuickBooks ProAdvisor will assist to manage the financial system’s complexity and give practical business solutions.

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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 at their disposal to help you make the most out of the tools and access to excellent customer service and support. QuickBooks is a powerful tool on its own, but its true potential is unlocked when integrated with other financial tools. Pinpointing those tasks that consume the most time and are most susceptible to errors is the first step towards seamless integration. For example, managing accruals can be a complex and time-consuming process.

• It’s not about having all the answers—it’s about learning a framework that makes supporting clients smoother and more profitable.
• I recommend setting a personal deadline—even better, tie it to a business goal like launching a service or onboarding a client.
• To earn your certification, you must successfully answer at least 80% of the questions in each area.
• Certification involves extensive training, a two-hour exam where you must score a minimum of 80% and a yearly recertification exam.

Choose the option that works for you and your clients—bill the subscription along with your gross vs net firm’s services or pass on exclusive discounts direct to your clients. Your dream practice begins with the basics—like adding clients and finding your favorite tools. Follow our getting-started checklist to hit the ground running and enjoy all the growth and efficiency of QuickBooks Online Accountant. It helps you attract clients, serve them better, and get found more easily online. If you’re already running a firm, this credential helps your team stay consistent.

• This is important for accurate financial reporting and compliance with…
• Be aware that some payroll products have changed or are no longer available, so you might need to choose a new one.
• But if you’re going deep into tax law, financial advising, or other specialties unrelated to bookkeeping software, this might feel like a side path.
• Only consider a consultant with the certification level you expect.
• Your subscription will show Active once the reactivation is complete.
• QuickBooks’ comprehensive nature and flexibility are strengths that make it the go-to choice for businesses, but they also make it a complex tool to manage.
• When you’re a certified QuickBooks ProAdvisor, clients see you as someone with verified skills.

They’re the only ones who can change the address and phone number. Good morning, we have a major issue with our sales tax reports. I enter the date filter (by quarter) and it shows previous months and they are random. It does not match our revenue for the quarter and we cannot use this for filing. I really need to quickbooks proadvisor talk to someone at QBO support as this is time sensitive and we need it fixed asap – or at least I need to know why QBO is messing this up.

At the end of the 12 months, the client is charged the then-current monthly list price. With ProAdvisor Preferred Pricing, you have two ways to manage your client subscriptions. When you pay for your clients’ subscriptions, take advantage of our only ongoing discount and you’ll receive one consolidated monthly bill. For clients who prefer to pay for their subscriptions themselves, you can pass on an exclusive discount available only through you. Compared to programs like NACPB or even some bookkeeping courses on big learning platforms, this one is laser-focused.