How to Become a QuickBooks ProAdvisor Certified in 5 Easy Steps

QuickBooks ProAdvisor
How to Become a QuickBooks ProAdvisor Certified in 5 Easy Steps

QuickBooks is globally well-known accounting software. An advanced QuickBooks tool hub helps you solve all the errors you face while using it. Therefore, understanding all of this requires someone who can guide you. Here comes QuickBooks ProAdvior, so how to become proAdvisor. You must first register for a free QuickBooks Online Accountant membership before becoming a QuickBooks Online ProAdvisor. To showcase your expertise in QuickBooks products, network with potential clients, and expand your practice. This will give you access to all study materials to aid your certification exam preparation and success.

I’ll take you step-by-step through the procedure to become a QuickBooks ProAdvisor. Along with the advantages of becoming a ProAdvisor. I’ll also discuss some practical advice I’ve learned through passing the exam and QuickBooks 2022 Minimum System Requirements. 


Step 1: Account creation for QuickBooks Online Accountant.

From the website of the QuickBooks ProAdvisor Program or a client’s invitation email. You can register for QuickBooks Online Accountant.

Source: Website

Using the enrollment link on the website for the QuickBooks ProAdvisor Program, you can register for QuickBooks Online accounting. You must provide the same password you created for that product if you have used your email account for any Intuit software, such as QuickBooks or TurboTax. You can make a new password if you are using this email for an Intuit product for the first time. No credit card number or other private data is needed.

From the Invite Email of a Client

You can ask your client to send an invitation to your email if they use QuickBooks Online. To establish an account, just click the link and adhere to the directions. Ask your customer to send the invitation to the email address associated with your account if you already use any QuickBooks products.

You can join the QuickBooks Online ProAdvisor program for free with no obligations and at any time by signing up for QuickBooks Online Accountant, which is also entirely free. When you enroll, you’ll get a free QuickBooks Online Accountant membership that you can use to view your client’s QuickBooks Online accounts as well as your own firm’s bookkeeping.

You must first pass the ProAdvisor exam to promote yourself as a ProAdvisor. From within QuickBooks Online Accountant, you may manage your ProAdvisor account and certification.


Step 2: Get ready for the certification exam for QuickBooks Online ProAdvisors.

Once you register for a QuickBooks Online Accountant account, you have free access to all study materials, live and recorded webinars, and examinations. Like any exam, you must prepare to pass it. Go to the ProAdvisor link in the left menu bar of your QuickBooks Online Accountant screen and select the Training option to start the training. After that get ready for the certification tests.

Seven learning modules make up the Introduction to the QuickBooks Online Accountants course, which can be finished in around 5 hours and grants you 4.5 continuing professional education (CPE) credits. The following subjects are covered in the course QuickBooks Online for Accountants:

How to launch QuickBooks Online Accountant: Learn about the important elements on the Accountant dashboard and navigation toolbar by registering and logging into QuickBooks Online Accountant.

The QuickBooks Online of your client: This explains workflows and demonstrates how to use QuickBooks Online for your customer.

Customers and sales: Create sales receipts, and online invoices, and input money received after adding customers.

Vendors and costs: Learn how to enter expenses, how to enter and pay invoices, the expense and vendor workflows, and the expenses center.

Banking: Discover the finest bank feed workflows and how to use them.

Components for reporting: Review the Products and Services list and Chart of Accounts, which serve as the foundation for basic reporting.

Carrying on your journey: Review the various client addition options in QuickBooks Online Accountant as well as the different subscription tiers.

Eight learning modules make up the QuickBooks Online course, which you can finish in roughly 8.5 hours and receive seven CPE credits for. In the QuickBooks Pro Online course, the following subjects are covered:

Online QuickBooks solutions: Learn how to create a QuickBooks Online account, how to discuss billing features with clients, and how to set up a QuickBooks Online account to effectively advise your clients on the best QuickBooks Online subscription plan.

Customer onboarding: Learn how to set up bank feeds, build the chart of accounts, add new customers and vendors, choose the appropriate company settings, and more.

Tasks unique to onboarding clients: Discover how to do basic sales tax setup, maintain apps on your client’s behalf, change payment settings and sales forms, and other extra onboarding activities.

Managing your work and clients: Learn how to create projects for QuickBooks and non-QuickBooks clients, track them, and use the practice management tools in Quickbooks Online Accountant.

Helping your customers who own small businesses: Learn how to make use of tools including estimates, purchase orders, vendor credits, and more.

Banking and equipment: Create regular transactions, handle receipts and bills, link bank and credit card accounts to QuickBooks, reconcile bank accounts, and more.

Analytics and reporting: Reports including profit and loss, balance sheet, and sales and expense reports can be edited, customized, and executed.

The accounting cycle is completed: Find out how to get a client’s books ready for the year-end closure.

It will be beneficial if you are familiar with the QuickBooks Online Accountant system and have a fundamental understanding of general accounting principles. However, if you already have this expertise, you can skip the test and get certified right away.

You can obtain CPE credits while preparing, which are necessary for keeping your certified public accountant (CPA) license active. You don’t need to finish all the modules overnight, take your time to understand the concept. The system records your session’s ending point so that you can resume it at a later time. Although not necessary for certification, these introductory courses might be quite beneficial if you’ve never used QuickBooks Online.


Step 3: Examine for the QuickBooks Certification

Under the ProAdvisors Training menu, select the Certification option to see the list of QuickBooks certification exams. If you are prepared to take the test, click the Take Exam option. Be aware that before taking any other exams on the list, you must pass the QuickBooks Online Certification exam.

There is no fee to take the exam, which consists of five portions with a total of 80 questions. It should take about three and a half hours to finish all five sections. Before submitting, you can check your responses for a specific section.

You must complete the test with a passing score of 80% or higher to succeed. If you don’t pass on your first try, you can retake the test three times. You will be locked out for 60 days if you don’t succeed on the first three tries. You can retake the test after the allotted time has passed.


Step 4: Think about Additional ProAdvisor Certifications

Consider extra certifications like QuickBooks Online Advanced, QuickBooks Desktop, QuickBooks Desktop Enterprise, and QuickBooks Online Payroll. After earning the QuickBooks ProAdvisor credential.

The QuickBooks Online certification is the subject of this article. Add QuickBooks Desktop to your ProAdvisor membership in QuickBooks Online Accountant if you’re curious to learn more about the certification for QuickBooks Desktop. The QuickBooks Accountant Desktop Plus program is included with a $499 annual membership to QuickBooks Desktop ProAdvisor.

You can opt to be certified in either QuickBooks Online or QuickBooks Desktop, or both, depending on the requirements of your clients. QuickBooks Desktop enables you to manage the accounting for many businesses, but QuickBooks Online is great for businesses with multiple users or that require remote access.


Step 5: Finally finish your ProAdvisor profile

Please be sure to finish your profile as soon as you can. It includes your social media links, an “About Me” section, the number of years you’ve been in business, the services you provide, and any sectors you’ve worked in. It also lists any certification badges you’ve obtained.

Become a QuickBooks ProAdvisor again

Your ProAdvisor accreditation expires eventually. Depending on the sort of certification you possess, you may need to be recertified more frequently:

Accounting software certification: You must hold current certification for either QuickBooks Online or one of the three most recent versions of QuickBooks Desktop to maintain your Gold Level membership. To ensure that you are offering your clients the best information and support possible, we advise you to renew your QuickBooks certification status once a year. On the QuickBooks Find a ProAdvisor website, the top area only features members who have the most recent QuickBooks certification.

Certification for QuickBooks Online: The certification you receive for QuickBooks Online was valid till July 31 of the following year. To stay up to date, we advise you to take the revised exam every year. The top portion of the QuickBooks Finds a ProAdvisor website lists people who are certified on the most recent version of QuickBooks Online, just like with QuickBooks Desktop Certification.

Certification for QuickBooks Enterprise Solutions and QuickBooks Point of Sale (POS): These qualifications are available every two years. You simply need to recertify in these once every two years to stay current.

Advanced QuickBooks Desktop Certification: As long as you retain your yearly QuickBooks Desktop Certification and complete the necessary nine CPE credits of ACE-approved training every three years, you will never need to retake the QuickBooks Desktop Advanced Certification test. You will also remain Advanced Certified after passing it.


Being a QuickBooks ProAdvisor Has Many Advantages

Being a Certified QuickBooks ProAdvisor has several advantages. Including a useful understanding of the most widely used small company accounting software. You also receive dedicated phone and chat support, discounts on goods and services, and inclusion in the Find a ProAdvisor online directory. By doing so, you can establish relationships with potential customers, expand your clientele, and win their confidence. Additionally, you gain access to the QuickBooks Online Advanced Certification exam. Which raises your profile on the Find a ProAdvisor directory and increases your chances of meeting new clients.

You can add QuickBooks Desktop to your membership for $499 per year. If you want to assist customers that utilize QuickBooks Desktop products rather than QuickBooks Online ones. Along with the advantages we’ve just covered, you additionally get the following:

  • QuickBooks Desktop software worth $5,000
  • 30% off QuickBooks software that you can give to customers
  • expert chat and phone assistance from the US
  • Training materials for the desktop versions of QuickBooks
  • Access to QuickBooks desktop products certification

As you accumulate more points, your ProAdvisor Profile moves up in the rankings as well. You can expand your business and benefit from more program features, discounts, product support, and training opportunities as you go up the ranks. Here is the list of the additional advantages:

Incorporate a badge indicating your ProAdvisor accreditation into your emails, website, and business cards.

  • Improve your profile’s ranking and your credibility
  • Using QuickBooks software, distinguish yourself as a true expert.
  • Get unlimited phone assistance from QuickBooks professionals in the United States.
  • Get supplies and items for free or at a reduced price.

It’s very advantageous to become certified in QuickBooks if you’re a bookkeeper or accountant that provides bookkeeping and payroll services. The majority of your clients will choose QuickBooks because it has more than 80% of the market share. For the accounting software that small businesses use most frequently.


To sum up

You just learned the procedures for obtaining QuickBooks Online certification in QuickBooks ProAdvisor. We advise you to create a free account with QuickBooks Online Accountant to begin going. Check out our free QuickBooks lesson series if you want to increase your understanding of QuickBooks Online. It has 46 courses that teach QuickBooks and act as a resource for instructing customers on how to utilize the program.


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