However, if clients have previously processed QuickBooks Payments with the ProAdvisor discount, they will no longer be eligible to be invited to Payments Revenue Share. Accountants can still receive ProAdvisor Preferred Pricing for payments while participating in Payments Revenue Share. To see your eligible contribution margin clients and customized earnings, sign in to QuickBooks and go to your Payments revenue share page.
Trial Balance in QuickBooks® Online Accountant Reimagined to Prep for Taxes
Stay ahead of the curve with curriculum-backed training, interactive lessons, and valuable certifications designed in partnership with ProAdvisors to set you up for success. To start your journey, explore resources provided by QuickBooks or consult additional materials from educational and governmental websites to understand the best certification paths suited to your goals. We’re committed to continuing to grow this program and our partnership with the accounting community. Learn how to optimize Intuit products to deliver powerful accounting workflows with hands-on trainings and certifications—all in our ProAdvisor Academy. Dive into training resources and certification proadvisor program exams right from the ProAdvisor tab of QuickBooks Online Accountant.
Additional resources
- These resources are designed to ensure you can offer the highest quality service to your clients.
- QuickBooks is a household name among businesses, but have you ever wondered what elevates a typical user to a trusted advisor?
- The program provides invaluable tools and resources that can streamline your workflow.
- Keep in mind that points are lost if your certification lapses, and recertification doesn’t add more points.
- Ted Callahan has been named as the new ProAdvisor Program leader, in addition to his current role as the director of accountant partnership and strategy at Intuit.
- You will see a dashboard, and from there you can invite eligible clients to sign up.
- An Intuit Enterprise Suite contract for an accounting firm’s own use is not eligible for a referral bounty.
Regularly reviewing updates also helps you anticipate potential challenges your clients might face and proactively offer solutions. Consider subscribing to industry newsletters and forums to stay informed about best practices and changes in the field. Intuit’s ProAdvisor training program offers a wealth of resources, including self-paced courses, webinars, and even in-person events. Embrace these opportunities to deepen your QuickBooks knowledge and stay current with the latest updates.
Resolving Client QuickBooks Issues
- Click here to view a more detailed article that includes additional FAQs and highlights of the ProAdvisor Preferred Pricing program.
- Users can get a QuickBooks Online Accountant subscription for free.
- Please note that it may take a couple months to begin receiving payouts because it is calculated only after your client begins paying and/or receiving payments.
- If you require help managing your bookkeeping business, kindly inform me, and I’ll work with you again.
- For more insights on common client challenges, explore this helpful resource on how ProAdvisors can support small businesses.
- Let’s delve deeper into the treasure trove of benefits this program offers.
A QuickBooks ProAdvisor an accountant or small company advisor with substantial expertise in QuickBooks systems, has completed a specific training and certification program provided by Intuit. The ProAdvisor certification exam is designed to test your knowledge of QuickBooks Online based on the 10 modules above, so make sure you are adequately prepared. In addition to new certifications, Intuit has also updated its ProAdvisor certification badges to reflect a unitary ‘One Intuit’ approach. A copy of the new badge can be obtained by visiting ProAdvisor Academy, then navigating to My History. No rose is without a thorn, and like any program, the ProAdvisor initiative comes with its set of challenges. Some might find the certification exams demanding, while others might feel overwhelmed by the plethora of resources.
Free access to exclusive resources
We encourage Participants to engage in follow-up calls with the Intuit Enterprise Suite team and with the referred client to ensure a smooth onboarding process. If the accountant does not participate in these calls, Intuit will take over the communication with the customer. We do not disclose to your clients that you are receiving revenue share when you invite them. An Advisor also acts as an information hub for strategic business planning, cash flow trends, and providing financial planning. They also integrate accounting trends to enhance a company’s accounting system. Click here to view a more detailed article that includes additional FAQs and highlights of the ProAdvisor Preferred Pricing program.
If you’re interested in further streamlining your financial operations, you might find value in FinOptimal’s managed accounting services. QuickBooks Online Accountant is free Bookkeeping vs. Accounting for a limited time to active, licensed, public accounting professionals. You only pay if you decide to pay for your clients’ QuickBooks Online subscriptions. Or, for add-on products like QuickBooks Pro Tax or QuickBooks Ledger. Launched this week, the new ProAdvisor Academy is an education platform that gives accounting firms access to professional development for employees at any stage of their careers. Accountants can onboard new employees and grow their teams with engaging learning curriculum that can help them meet their business goals.
