Nevertheless, QuickBooks Online Accountant still provides a variety of Bookstime support methods, including callback phone support, live chat, a searchable knowledge base, video tutorials, webinars, and quick-start guides. You can also ask a question in the community forum, and other users may be able to help troubleshoot issues. This tool reduces time spent on manual data entry by exporting your clients’ QuickBooks Online data directly into their tax returns prepared with Intuit ProConnect and correcting entries to simplify end-of-year duties. This includes adjusting entries and mapping account balances to specific tax lines. With these accountant-only tools, you can streamline your work and access customizable reports, so you can advise clients quickly. The accountant toolbox includes quick links to your chart of accounts, journal entries, and reports, as well as tools for performing several functions like reconciliation and reclassifying transactions.

• You have to meticulously do your research and choose carefully so that you find a QuickBooks ProAdvisor who can provide the support your business needs.
• For example, if clients search for tax services and you offer that service, your profile placement will change.
• QuickBooks then displayed an assessment summary, showing the number of sections included, the questions per section, the estimated time to complete the exam, and my current attempt.
• Certification involves extensive training, a two-hour exam where you must score a minimum of 80% and a yearly recertification exam.
• The app has most of the same features as the software itself, such as entering transactions, recording expenses, invoicing customers, and sending reports.
• If you need to renew your certification, here’s how to sign up for certification courses and take the exam.

QuickBooks Online Accountant Ease of Use

This is the person that’s handling some of the most important aspects of your business —your accounting and back office processes—so you want them to be a good match. Look for a consultant with an excellent reputation for offering solutions that provide a significant return on the investment. Reviews don’t just tell you broadly whether someone is capable, they provide a story of what it has been like for others to work with them. When looking for a ProAdvisor, the first decision you will make is whether to work with an individual consultant or a consulting firm. The right choice will depend on the size of your business, your unique challenges, your budget, and your future goals. Not only will you save time by better understanding your software’s functions and features, but your ProAdvisor will help fine-tune and optimize your QuickBooks so it functions with maximum efficiency.

QuickBooks Online Accountant Reviews from Users

• Rather than dealing with an independent ProAdvisor, you’ll work with these professionals through QuickBooks.
• Our partners cannot pay us to guarantee favorable reviews of their products or services.
• Learn about the changes and take advantage of more benefits in the new benefits list.
• A QuickBooks ProAdvisor with an advanced certification has a deeper understanding and more expertise with the program compared to those with the basic certification.
• It would have earned a perfect score if it had a dedicated document management feature, which we believe is useful for firms that manage a large volume of client files.
• By evaluating the ProAdvisor’s availability, clients can ensure that they receive timely responses and support.

Offering larger quantity-based discounts is the norm in the industry. If you’re a QuickBooks ProAdvisor, you likely received an email recently outlining the first iteration of Intuit’s reimagined ProAdvisor®️ Program. This renewed program, developed in close collaboration with the accounting community, promises to bring a host of new benefits, incentives, and point-earning opportunities. As soon as I learned there was a certification for QuickBooks, I became certified.

Payments & Apps

Once you have a shortlist of potential ProAdvisors, contact them to discuss how to become a quickbooks proadvisor your business needs, their services, and fees. This initial consultation is very similar to a job interview but less formal. The idea to launch the first ProAdvisor Program more than 25 years ago, is to accelerate growth worldwide. We help Small Business Owners find a qualified QuickBooks accounting professional. We also empower those very same Accounting Professionals to be an advisor to their QuickBooks clients.

• Once you complete the training, pass the exam, and become a QuickBooks ProAdvisor, you’re eligible to list your profile for free in the Find-a-ProAdvisor Directory.
• We continuously improve the website to help clients find the perfect accountant.
• Hiring a QuickBooks ProAdvisor will free up your time, allowing you to apply those hours to other aspects of your business.
• Essentially, the faster your firm grows and earns points, the faster you’ll elevate your status and gain access to rewards.
• The number of credits they can earn depends on the specific program they choose, and these include free simulation-based training and interactive lessons via webinars, virtual conferences, or an in-person event.
• To find a QuickBooks ProAdvisor, go to Intuit’s Find-a-ProAdvisor website and search for a ProAdvisor based on your needs.

Why does my profile placement change on the Find-a-ProAdvisor website?

A subscription includes a portal to your clients’ books and QuickBooks Online Advanced, which you can use for your firm’s books. Since you have free access to the QuickBooks Online ProAdvisor program, you can serve your clients regardless of the QuickBooks Online product they use. Another reviewer shared that free access to the QuickBooks ProAdvisor program is a great help, especially for managing their own books and their clients’. We agree with this, and we want to highlight that the certification training and certifications are self-paced, so you can take them at your most convenient time.

Part of our review is to ensure that your website complies with our QuickBooks ProAdvisor Program Agreement and our QuickBooks ProAdvisor Member Guide for Brand Use. To upload your additional documentation, go to qbo.intuit.com/app/verify and select Choose file. If the review is on the wrong profile, reach out to our team so we can move it to the correct one. Viewing your own profile on the website can be useful if you need to give a client a direct link to your profile.

Below, we’ll discuss several QuickBooks ProAdvisor benefits and how taking advantage of training and support from a ProAdvisor can positively impact your business. In the new experience, the old rating categories have been replaced with more descriptive individual ratings. Your overall rating appears prominently at the top, and the individual ratings that make up that score appear beneath it. If you need to renew your certification, here’s how to sign up for certification courses and take the exam. Negative reviews aren’t necessarily in violation of our review guidelines. We won’t remove a review as long as it remains focused on the service or experience delivered.

CPE credits

Certification plays a vital role as it reflects the ProAdvisor’s commitment to maintaining up-to-date knowledge and skills in using QuickBooks. Experience brings valuable insights and problem-solving abilities, ensuring smooth navigation through various financial challenges. Whether it’s accounting your first time getting certified or you’re renewing your status, find flexible training options and gain confidence in our ProAdvisor Academy—all on your own schedule. 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.