How do I become a Quickbooks Pro Advisor

quickbooks proadvisor certification

However, once certified, you gain a significant professional edge. This status not only enhances your credibility as an expert in QuickBooks but also broadens your opportunities for client engagement. The effort invested in achieving this certification opens doors to new professional avenues and growth in the accounting and finance sector. Your certification quickbooks proadvisor certification and ability to provide expert advice can lead to increased client trust and satisfaction. Clients are more likely to retain your services and refer others when they’re confident in your skills and knowledge. The QuickBooks ProAdvisor exam is open-book, meaning you can refer to your notes, training materials, and even the QuickBooks software during the exam.

  • Just a heads up, this option is available to some sales and customers reports.
  • They can help clients with the software’s setup, maintenance, and use.
  • The tax software for your CPA firm depends primarily on the number, type, and complexity of returns you expect to file.
  • To learn more, read our QuickBooks Online vs Desktop comparison.
  • No matter where you are in your career, we make it easy to get comfortable with QuickBooks accounting products and develop skills at your pace.

Gain end-to-end QuickBooks mastery, from basic setup to the latest tools. Whether you’re new or advanced, cloud or desktop, we’ll help you develop skills your clients can depend on. As a QuickBooks Certified ProAdvisor, you’ll earn points and rewards that can help to grow your firm and support your clients. When you’ve finally become a QuickBooks ProAdvisor, you should take steps to promote your status. You can add the QuickBooks ProAdvisor logo to your website and social media profiles, use it in your email signature, and mention your ProAdvisor status in your communication with clients. Intuit provides ProAdvisors with marketing tools such as listing in the Find-a-ProAdvisor directory, customizable templates for marketing materials, and more.


The Certification hub helps you increase your chances of passing the exam by helping you understand what it means to be a QuickBooks ProAdvisor and whether it’s right for you. You’ll see which topics are likely to be covered in the exam and get to try some sample questions. This is also where you take the exam and track your certification history. We’ll walk you through the step-by-step process of how to become a QuickBooks ProAdvisor as well as the benefits of becoming one. 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.

There are many benefits that come with being a Certified QuickBooks ProAdvisor, including valuable knowledge of the most popular small business accounting software. In addition to discounts on products and services and dedicated telephone and chat support, you’re added to the Find a ProAdvisor online directory listing. This allows you to connect with potential clients, build your client list, and earn their trust. A QuickBooks ProAdvisor is a certified individual who is knowledgeable about using QuickBooks software and provides support and advice to QuickBooks users. In other words, ProAdvisors are highly trained professionals who have the necessary skills and experience to assist clients in their use of QuickBooks and related services.

Accounting solutions

These resources can be invaluable for attracting new clients and building your brand. Intuit provides comprehensive training modules for QuickBooks ProAdvisors. Make sure you go through all the provided training materials thoroughly, as they cover the key concepts and functionalities of QuickBooks that will likely be on the exam. Specialization might require passing additional exams focused on these specific versions.

quickbooks proadvisor certification

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. No matter where you are in your career, we make it easy to get comfortable with QuickBooks accounting products and develop skills at your pace. Choose from videos, webinars, virtual conferences, and in-person events to gain confidence and earn your clients’ trust. The QuickBooks ProAdvisor program gives you access to exclusive discounts, tools, training, and events to help you retain talent and expand your business. We’re committed to continuing to grow this program and our partnership with the accounting community.

New Reports Format – Thumbs Down

While QuickBooks Online is best for companies that have multiple users or need remote access, QuickBooks Desktop allows you to do accounting for multiple companies. To learn more, read our QuickBooks Online vs Desktop comparison. Getting a QuickBooks badge is one way for accountants to stay ahead of the curve, show off their accounting software skills, and increase customer trust. We’re happy to introduce QuickBooks Badged for Success, a way to celebrate QuickBooks Online accountants across the world. They used to know this – they even used to publicly praise themselves for avoiding year-end changes in order to accommodate accountants.

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