Join QuickBooks ProAdvisor Program

If you have a QuickBooks Online Accountant account, you are eligible to participate in the ProAdvisor Program. Click on the ProAdvisor tab in QuickBooks Online Accountant to access your tier, benefits, training and certification and much more. Jason Ding, owner of Jason Ding, CPA Inc, shares his experience purchasing a CPA firm, his strategies for growth, and how QuickBooks Online helped him scale his business. Click Your Books in the navigation bar on the left side of the screen to manage your own firm’s books and payroll. You’ll see your request, whether your client has uploaded the documents that you need, and when they uploaded each document. Build your foundational knowledge of accounting principles with our bookkeeping program to help launch your career.

• Access engaging courses, tools, and tutorials through an easy-to-search learning library.
• Earn CPE credits and learn however you like—from webinars to virtual conferences to in-person events.
• Our reimagined program marks the start of a new era of continued investment in the accounting industry, with more than 20 changes since the last refresh.
• If you entered the exact code that was sent to you and it didn’t work, it’s most likely because you’ve generated multiple codes and aren’t using the most recent one.

Add a user to QuickBooks Online Accountant

This section is applicable in the rare case that you no longer have access to your phone or email on file. You can use the account recovery form to start your account recovery. Boost your credibility with specialized certifications from our ProAdvisor Academy that dive deeper into complex services and workflows to help you stand out how to become a quickbooks proadvisor with clients.

QuickBooks Online product certifications

You can see your point balance at any time by logging into gross vs net QuickBooks Online Accountant and choosing the ProAdvisor tab on the left-hand side.

Preferential pricing and support

From the Retail Accounting gray gear icon (number 6), you can add a Tax column to your client dashboard, remove Payroll, and make other changes to optimize the client dashboard for your practice. Provide team members with access to our ProAdvisor Academy for professional development, CPE credits, and badges that will help them grow their careers alongside your firm. Learn key product features and tools, and see how they help you grow and manage your practice. David Wickenberg, CPA and Partner at KWB Chartered Professional Accountants, shares their firm’s journey to the cloud and how QuickBooks Online has helped them find more clients and offer new services. As a QuickBooks ProAdvisor, you’ll earn points and rewards for things you already do, like adding clients, completing training, and getting certified.

• Learn from your ProAdvisor peers how to leverage your accounting expertise to deliver valuable advisory insights to your clients.
• This section is applicable in the rare case that you no longer have access to your phone or email on file.
• You can request and share documents with your clients directly in QuickBooks Accountant.
• Learn your way around QuickBooks Online Accountant with these navigation tools.
• Get a free priority listing on our Find-a-ProAdvisor online directory, showcasing your skills and services to a vast range of potential new clients.

As a ProAdvisor, you have the option to customize and publish a profile on our Find-a-ProAdvisor website. Setting up and publishing a profile allows you to market yourself to small businesses who are looking for a QuickBooks expert in their area. When you have questions or need assistance with a task in QuickBooks Accountant Online (or Quickbooks Online), click the Help menu. Click a client’s name in the dashboard to see lots of info about that client. Learn your way around QuickBooks Online Accountant with these navigation tools.

• The Master Admin for your Quickbooks Accountant account must set up a Box account before you can request or receive documents.
• Accelerate your professional development with actionable, live trainings taught by Advanced Certified ProAdvisors.
• As a ProAdvisor, you have the option to customize and publish a profile on our Find-a-ProAdvisor website.
• When you enter clients into your practice, they are automatically added to your Quickbooks as customers.
• We’re committed to continuing to grow this program and our partnership with the accounting community.

Annual recertification allows you to keep your certified status and continue earning ProAdvisor rewards, while staying up to date with new QuickBooks features and workflows. Join a live webinar or catch episodes on demand to learn about our latest innovations. Answer a few questions about what’s important to your business and we’ll recommend the right fit. Share tutorials and webinars that can help your clients get the most out of QuickBooks.