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How to Become a Certified QuickBooks ProAdvisor?

How to Become a Certified QuickBooks ProAdvisor

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In the changing environment of small-business accounting, the role of a QuickBooks ProAdvisor has become increasingly significant. QuickBooks training equips individuals with the comprehensive skills and knowledge necessary to navigate QuickBooks software efficiently, offering valuable insights into client management, bank reconciliation, and year-end closing processes. Achieving certification as a QuickBooks ProAdvisor not only enhances one’s proficiency in practice management but also endorses one’s expertise in handling QuickBooks Online Advanced solutions. This recognition is pivotal in differentiating oneself in the competitive field of small business accounting, providing a trusted certification badge that highlights skill and dedication.

This article will guide aspiring QuickBooks ProAdvisors through the essential steps to earn their certification, beginning with how to sign up for a QuickBooks Online Accountant account. A detailed preview of the QuickBooks ProAdvisor certification exam preparation will be provided, including insights into the training modules and exam preparation techniques. Following this, the process of taking the certification exam and receiving your QuickBooks certificate will be discussed. Completing your ProAdvisor profile effectively post-certification and leveraging the advantages of your new status will also be explored in-depth. This structure aims to serve as a roadmap for professionals seeking to solidify their credentials and advance their careers as QuickBooks ProAdvisors. 

Sign Up for QuickBooks Online Accountant

To begin your journey as a QuickBooks ProAdvisor, signing up for QuickBooks Online Accountant is the first essential step. This platform is specifically designed for accountants to manage their clients’ accounts efficiently. It provides access to enhanced bookkeeping tools and accountant benefits, making it a valuable resource for anyone looking to specialise in QuickBooks Online and QuickBooks Self-Employed client management.

Creating a New QuickBooks Online Accountant Firm

1. For New Users:

  • Visit the QuickBooks website.
  • Click on the ‘Sign up for free‘ link.
  • Follow the on-screen instructions to create a new firm.


2. For Existing Users:

  • Navigate to the accountant’s website.
  • Log in using your existing user ID and password.
  • Follow the prompts to establish your QuickBooks Online Accountant firm.
QuickBooks Sign up
QuickBooks Sign up

Accepting Client Invitations

  • If you are new to QuickBooks, ask your client to send an invitation to become their accountant. Open the invitation email and click on the ‘Accept Invitation’ link to set up your account.
  • For existing QuickBooks users, ensure the invitation is sent to the email linked with your user ID. Follow the same steps to accept the invitation.


Setting Up Your Account

Once signed up, you’ll need to enter essential details about your firm:

  • Sign into your QuickBooks Online Accountant account.
  • Provide your firm’s name and postcode, which helps potential clients locate you on the ProAdvisor portal.
  • Click ‘Continue’ to complete the setup.


Adding Clients and Managing Your Client List

Adding clients is crucial for expanding your practice. You’ll earn ProAdvisor points when you onboard your first client, which can enhance your profile within the QuickBooks community:

  • Learn how to add new clients and manage your client list effectively.

By following these steps, you can establish a robust foundation in QuickBooks Online Accountant, setting the stage for successful client management and further certification pursuits.

Prepare for the QuickBooks ProAdvisor Certification Exam

Accessing Study Materials

To effectively prepare for the QuickBooks ProAdvisor Certification Exam, accessing the right study materials is essential. Aspiring ProAdvisors can find a wealth of resources directly through the QuickBooks Online Accountant platform. Here, one can start new training courses and view their certification history, which includes previously completed courses and exams. Additionally, the platform allows users to download certificates and badges from the “Training & Certification History” section, ensuring that all accomplishments are well-documented and easily accessible.

For those seeking structured guidance, the QuickBooks training library offers a comprehensive range of materials. This includes everything from beginner to advanced skills, and each module is marked to indicate whether it is tested on the QuickBooks Online or the advanced exam. This structured approach ensures that every study session is targeted and efficient, maximising the chances of success on the exam.

Personalised Learning Path

QuickBooks Online Accountant provides a personalised learning path feature, which tailors the study experience based on individual goals and preferences. By selecting “Get started” under the personalised path option, users can specify what they want to learn, whether it’s basic features of QuickBooks Online, the certification pathway, or specific topics. This customisation makes the learning process more focused and aligned with personal career objectives.

The personalised path not only guides users through the necessary study materials but also allows them to track their progress. This feature is particularly useful for adjusting the study plan as needed, ensuring that all essential topics are covered before taking the exam.

Utilise these tailored resources and structured study materials to prepare effectively for the QuickBooks ProAdvisor Certification Exam. This approach sets a solid foundation for advanced certifications and a successful career in small business accounting.

Take the QuickBooks Certification Exam

Exam Format and Structure

The QuickBooks ProAdvisor Certification Exam is structured into multiple independent modules, each focusing on different aspects of QuickBooks. Candidates must pass all modules with a score of above 80%. The exam is designed to be taken in any order, allowing flexibility for the test takers. Each module can be attempted three times; failing a module three times results in a mandatory 60-day waiting period before the entire exam can be retaken. This open-book test permits the use of notes and PDFs during the exam, which are critical for passing.

Tips for Success

Preparing effectively for the QuickBooks Certification Exam requires strategic study and practical tips. Firstly, it is advisable to take the exam for a module soon after studying for it, ensuring the information is fresh. Utilising two screens can help manage resources during the exam, and adjusting settings to prevent automatic logouts can save valuable time. Candidates should verify their answers carefully; this involves double-checking for mistakes and ensuring the selected answers are indeed correct. Additionally, documenting answers and using screenshots can be beneficial for review before final submission. If unsuccessful in passing, the exam provides specific feedback, which should be used to focus studies on weak areas before retaking.

By following these guidelines and making use of available resources, candidates can increase their chances of success on the QuickBooks Certification Exam.

Receive Your Certification

Upon successfully passing the QuickBooks ProAdvisor Certification Exam, candidates can retrieve their certificates and badges, solidifying their status as certified professionals. The process to access these credentials is straightforward and can be completed through the QuickBooks Online Accountant platform.

Step-by-Step Guide to Accessing Your Certificates and Badges

1. Navigate to the ProAdvisor Section:

  • Log in to your QuickBooks Online Accountant account.
  • Select the “Training” tab to access your certification options.


2. Locate Your Certification:

  • In the “Training & certification history” section, click on “Learn more” to view your past accomplishments.


3.  Download Your Credentials:

  • Find the specific certification you have completed.
  • Click on the icon in the “Certification” column to download your certificate and badge.

The downloaded folder will contain all necessary documents, including any past badges and certificates, thereby ensuring that candidates have a comprehensive record of their achievements. Moreover, this recognition not only enhances their professional credibility but also allows them to effectively market their expertise to potential clients.

Complete Your ProAdvisor Profile

To effectively complete your ProAdvisor profile and optimise it for maximum visibility, it is crucial to focus on several key areas. Here are the steps and tips to ensure your profile stands out and attracts the right clients:

1.  Profile Creation and Verification:

  • In QuickBooks Online Accountant, select the Profile icon next to Settings and choose Go to ProAdvisor profile to start creating your profile.
  • Fill out the requested information and upload a government-issued ID to verify your identity. Ensure the image is clear and meets the format requirements (PNG, JPG, or PDF).


2. Optimising Profile Content:

  • Lead with your experience, skills, specialisations, and QuickBooks certifications to connect with the appropriate clients.
  • Regularly update your profile to include new skills and qualifications, making your firm more appealing.
  • Use a professional-looking photo; a simple, clear image taken with a good-quality camera will suffice.


3. Enhancing Visibility and Engagement:

  • Encourage clients to leave reviews, as profiles with higher reviews tend to rank better. Aim to be in the top two for your region.
  • Offer a free consultation if possible, as this can significantly increase engagement and help you stand out from competitors.
  • Make sure your profile information matches the details on your to boost visibility.


4. Monitoring and Adjusting Your Profile:

By meticulously crafting and regularly updating your ProAdvisor profile, you can enhance your visibility within the QuickBooks community, attracting more clients and building a stronger online presence.


Beginning the process to become a certified QuickBooks ProAdvisor is a rewarding path that offers immense value not only to your professional growth but also to serving your clients with unparalleled expertise. Through diligent preparation, from signing up for a QuickBooks Online Accountant account to mastering the exam and optimising your ProAdvisor profile, this article has laid out a clear roadmap for achieving certification. It reinforces the core message that becoming a certified QuickBooks ProAdvisor is a strategic move for those looking to excel in the field of small business accounting, highlighting the blend of practical skills and theoretical knowledge requisite for mastery of the platform.

The journey towards certification does not end with passing the exam; it extends into how you leverage this new status to enhance your professional standing and visibility. We invite you to further reinforce your expertise and commitment to excellence by enrolling in our courses, tailored to deepen your understanding and proficiency in QuickBooks. Remember, the significance of these steps lies not only in the certification itself but in the broader implications for your career and the businesses you support. By following through with dedication, you open a realm of possibilities for growth, recognition, and success in a competitive landscape.


How to Become a Certified QuickBooks ProAdvisor?

Typically, becoming certified as a QuickBooks ProAdvisor generally takes about 2-3 weeks. This duration includes the time needed to complete necessary training courses and prepare for the certification exam, which can vary based on your prior experience with the software.

  1. At TaxCare Academy, we offer a range of QuickBooks courses designed to suit different levels of expertise. Here are the costs:
  1. Basic Course: £49
  2. Advanced Course: £99
  3. Professional Course: £149
  4. Complete Course Package (Levels 1 to 3): £299

These fees include access to all necessary course materials, practice exams, and the certification exam.

Yes, the training and exams for QuickBooks Online Certification are free for accounting professionals through QuickBooks Online Accountants. This certification not only enhances your skills but also helps in growing your practice by adding credible credentials.

The average income for a QuickBooks ProAdvisor can vary based on factors such as location, experience, and the range of services offered. However, on average, a QuickBooks ProAdvisor in the UK can expect to earn between £30,000 and £50,000 per year. Many ProAdvisors additionally gain from extra income by way of imparting bookkeeping, payroll, and consulting services, that could extensively boost their profits. Plus, the demand for skilled QuickBooks professionals is at the upward push, making it a rewarding career desire both financially and professionally.

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