Frequently Asked Questions about ProAdvisor training and certification

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. Now that you know what we are, you don’t want just any QuickBooks ProAdvisor. Learn how to start a QuickBooks ProAdvisor certification course and become a certified ProAdvisor. Ask questions, get answers, and join our large community of QuickBooks users. You may send any suggestions, comments, or errors you see to qbproadvisor.com/feedback. These are available in webinar, virtual conference, and on demand.

To find a QuickBooks ProAdvisor for your small business, make a list of the traits you are looking for in an accountant. Then be prepared to do some internet sleuthing to find someone that matches your desired profile. You can also use the quickbooks.intuit.com/find-an-accountant/ website to find local QuickBooks ProAdvisors. When you find someone, explain what services you’re looking for, what your business does, and what your pain points might be. Before hiring anyone, be sure to ask how they work, how they bill, what apps they use, what happens if there’s a mistake, and how they’ll communicate with you.

Consult with a certified professional

If you’re not sure how to enter certain transactions, need to troubleshoot a problem, or just have a quick question, don’t hesitate to contact us. If you suspect something is off in your data, but can’t locate the problem, you can also send us your file. We’ll review it, fix any issues, and will send it back promptly. If you’d prefer your QuickBooks ProAdvisor is also a certified public accountant (CPA), you can check the American Institute of Certified Public Accountants (AICPA) website. The AICPA has a directory of CPAs, accounting companies, and local accounting organizations. Trained accountants and bookkeepers manage financial complexities and offer practical business solutions.

• You’ll also want to explain what your business does, as accounting for a Saas company is very different than accounting for a brick-and-mortar retail store.
• Just click the Accountants tab and choose Training & Certification.
• The “new invoice experience” has left our business in very bad position as it was implemented without warning and has been very time-consuming.
• Learn how to start a QuickBooks ProAdvisor certification course and become a certified ProAdvisor.
• Be specific about the name of the course you are working on, the specific section and module, and the lesson, quiz, or exam.
• QuickBooks is a powerful accounting program for small businesses, but if you need support using the software you may want to find a QuickBooks ProAdvisor to help.

This shows all of your certifications and training history. You can also download all your certifications and CPE certificates from your history page. Additionally, I recommend sending your valuable Feedback to our software engineers. This way, they can review and include your suggestions in future product updates. Let me share some insights concerning your client’s invoices.

Frequently Asked Questions about ProAdvisor training and certification

Finding the right fit for you and your business is simple. Your practice belongs among the 600,000 tax and accounting professionals who lean on us to make an even bigger difference for their clients. Once you find someone who you think might be a good fit, you’ll want to do some background research.

• If you need to do any sort of real work and view real financials, it’s useless.
• This will display the invoicing activity on the right side of the panel.
• But I don’t know how to start, where to start, how I get the customer.
• If you suspect something is off in your data, but can’t locate the problem, you can also send us your file.
• You need to recertify every year by June 30 to maintain your QuickBooks Online certifications.
• Their expertise can ensure that the reports accurately reflect your financial data.

We’ll map your accounts appropriately and show you how to create customized reports and professional invoice templates. A QuickBooks ProAdvisor is an independent accounting professional who’s been certified by Intuit — QuickBooks’ parent company — as an expert on how to use QuickBooks. They’re able to manage finances on QuickBooks and provide advice on how best how to become a quickbooks proadvisor to use the accounting software in your own business. Don’t waste time in a generic QuickBooks class learning about functions you’ll never use. We offer QuickBooks training sessions designed around the needs of you and your employees. We can show you how to create monthly reports, streamline the data entry process and share tips that will increase productivity.

What are the available training and certifications?

Get QuickBooks setup right the first time when you work with TaxFirst, Inc.. We’ll identify which accounts to import, create templates and map accounts properly for easier tax preparation. https://www.bookstime.com/ I completed online Bookkeeping and quick books course and wants to build my own business from home. But I don’t know how to start, where to start, how I get the customer.

Our business does not access invoices from the Sales tab. When we open an invoice through the search feature, we used to be able to see the invoice Activity History right there at the bottom of the page. You have to call their sales team or purchase it through selected partners (tax exempt, no credit card required). When your financial data has been maintained properly throughout the year, tax time will be less stressful and less expensive. If you’re concerned that some of your entries are incorrect, we can review and clean up your QuickBooks file. Making mistakes when setting up your QuickBooks software can result in time-consuming fixes later on.

Small Business Blog

Just click the Accountants tab and choose Training & Certification. Our QuickBooks ProAdvisor program is designed to help professionals like you. To help you get started, you can check this reference about QuickBooks ProAdvisor program member guide for brand use. Deliver more value with professional tax and accounting solutions centered on you.

• We would appreciate assurance that this feature will be reinstated as soon as possible.
• Take a look at a few that are close to you and see if their personality seems like it will be a good fit for you and your business.
• Get QuickBooks setup right the first time when you work with TaxFirst, Inc..
• Your practice belongs among the 600,000 tax and accounting professionals who lean on us to make an even bigger difference for their clients.
• You have to call their sales team or purchase it through selected partners (tax exempt, no credit card required).

My advice is to check out the profiles of each QuickBooks ProAdvisor, see what they say about themselves and their practice, and look at their reviews. You’ll also want to do some social media sleuthing—are they a member of the QuickBooks community online?. If you don’t want to use findaproadvisor.com, there are other ways, such as reliable accounting blogs, LinkedIn groups, and Facebook groups. You could even try searching for an accounting issue that your business struggles with and see if that search turns up any articles. Odds are if the person that wrote it is a QuickBooks ProAdvisor, they might be able to help you.

I don’t know why they don’t make it more similar to their desktop version if they want more people to switch. QuickBooks online is only good for small business owners who are not accountants. If you need to do any sort of real work and view real financials, it’s useless. A QuickBooks ProAdvisor is a certification provided by Intuit to independent accounting professionals who demonstrate expertise using QuickBooks.