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All QuickBooks Online invoices are sent to the email address of the master administrator Accounting Security account. Once you upgrade your company data will be upgraded to enable the feature set available on the higher plan. Once your file is upgraded to a higher feature set plan, you will not be able downgrade to lower plan. For this, we recommend that you choose a lower plan if you’re unsure, you can always upgrade later. Find an accountant or bookkeeper who knows your niche, speaks your language, or is close by—whatever works best for you.

Accessing the Academy

Click on “Training,” then select “Start learning” or “Get started” to explore the available courses. These courses are designed specifically for ProAdvisors and cover a wide range of topics to enhance your QuickBooks skills. Hiring a ProAdvisor can save you time and money by preventing costly mistakes from improper software use.

• You also learned about the QuickBooks ProAdvisor Certification and why is becoming QuickBooks Certified important in today’s industry.
• You don’t need to do the entire exam over if you don’t pass a section.
• Becoming a Certified QuickBooks ProAdvisor can give you a serious edge.
• It shows employers that you have a strong understanding of QuickBooks, which is widely used by businesses.
• You’ll be able to add and track all your clients with no need to waste time logging in and out of individual accounts.
• This targeted approach streamlines your workflow and helps you become more efficient.

Tax Law knowledge

Think of the Academy as your dedicated training ground for mastering QuickBooks. They’re independent accounting professionals and not employed by Intuit. QuickBooks certification means that someone has passed our QuickBooks proficiency certification exam. It isn’t a business degree and shouldn’t be confused with an accredited education. We encourage you to evaluate each QuickBooks Certified ProAdvisor thoroughly to ensure they are the right fit for your business. Discount and list price subject to change at any time at Intuit’s sole discretion.

Who is a QuickBooks ProAdvisor?

• This credential proves your QuickBooks expertise, attracting clients and opening up new opportunities.
• Once you’re logged into your QuickBooks Online Accountant account, locate the “ProAdvisor” tab.
• In this article, you understood and explore the key features of QuickBooks.
• I didn’t realize that clients can’t do this function until I took this test because I don’t always necessarily know what I can do versus what my clients can do.
• You receive free access to all study materials and webinars (live and recorded)  after you create your QuickBooks Online Accountant account.
• Word-of-mouth referrals from satisfied clients are another powerful way to grow your practice.

You might think you can skip this part because you have been using QBO for a long time. I still think forcing yourself to watch the training is a valuable use of time if your goal is to get the cert. It will be especially valuable if you have to waste time retaking a module What is bookkeeping because you dove in too early. And REALLY especially valuable if you fail the allotted 3 chances and get locked out of the test for 60 days.

Direct access to QuickBooks products

Remember to document solutions to recurring problems—this will save you time and ensure consistent service. The ProAdvisor Academy offers more in-depth training and is accessible through your QuickBooks Online Accountant firm. 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.

• This test is a testament to your years of experience using QuickBooks Desktop and signifies your deep understanding of the software’s functionalities and features.
• Some states don’t allow CPE credits for QuickBooks ProAdvisor training.
• I think the folks who have worked in QBO the longest are at greatest risk of thinking that they can blow through it.
• Learn how to make the most of your accounting practices with Synder!
• Trained accountants and bookkeepers manage financial complexities and offer practical business solutions.

Additional terms, conditions, and fees may apply with add-on services including QuickBooks Online, QuickBooks Payroll, and QuickBooks Time. One of the biggest challenges for QuickBooks ProAdvisors is effectively managing their time. Juggling client work, continuing education, and administrative tasks can be overwhelming. When you focus on a specific area, like retail or restaurants, you become an expert in addressing the unique challenges those businesses face. This targeted approach streamlines your workflow and helps you proadvisor certification become more efficient. Plus, consider using project management software to organize tasks and track your progress.

• It’s a straightforward process, but let’s break it down step by step to make it even easier.
• Visit the Accountant University to see the upcoming training schedule.
• The offer is eligible to Desktop customers that are migrating their Desktop data to QuickBooks Online.
• It’s completely free to set up and doesn’t require any credit card information.
• Since I have taken my exams, I cannot keep up with all their changes.

QB Online Bootcamp, together with our Professional Bookkeeper Certification can get your team members up and going with clients even before they get their QB ProAdvisor Certification. Universal’s QuickBooks Specialist Certification can also help accelerate studies and preparation for the Exam for the ProAdvisor Certification exam. Becoming a certified QuickBooks Desktop ProAdvisor not only validates your expertise but also equips you with the knowledge to guide businesses efficiently. Your certification showcases your commitment to remaining at the forefront of QuickBooks Desktop advancements, making you a trusted advisor for businesses relying on this robust accounting solution. Tailored for individuals who work extensively with the desktop version of QuickBooks, becoming a QuickBooks Desktop ProAdvisor is like relying on the “old faithful” of accounting software.