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. bookkeeping for cleaning business 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.

Navigate in QuickBooks 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 with clients.

Managing your firm

• Curious about which ProAdvisor tier you’re in and which benefits you qualify for?
• In addition, we’re expanding our third-party app training, and overhauling the QuickBooks Online training and presentation materials for your clients.
• 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.
• Grow your firm and serve clients with one powerful suite.
• Scale confidently with multi-entity management designed to enhance productivity and profitability for the most complex operations.

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. Stand out from the crowd and show prospective clients that you’re an expert by using official ProAdvisor badges on how is sales tax calculated sites, directories, and social profiles. Learn from your ProAdvisor peers how to leverage your accounting expertise to deliver valuable advisory insights to your clients. Intuit Enterprise Suite is a cloud-based, multi-entity and multi-dimensional solution that helps boost productivity and profitability for clients with complex needs.

Enter a whole new world of tax prep with industry-leading software

From the 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 your way around QuickBooks Online Accountant with these navigation tools.
• You can see your point balance at any time by logging into QuickBooks Online Accountant and choosing the ProAdvisor tab on the left-hand side.
• Click on the ProAdvisor tab in QuickBooks Online Accountant to access your tier, benefits, training and certification and much more.
• You can request and share documents with your clients directly in QuickBooks Accountant.
• This section is applicable in the rare case that you no longer have access to your phone or email on file.
• Earn CPE credits and learn however you like—from webinars to virtual conferences to in-person events.

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. how to become a quickbooks proadvisor 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.

ProAdvisor Academy gives you the tools to get the most out of QuickBooks so you can serve your clients better and grow your firm. Earn points and rewards that can help to grow your firm and support your clients. Your dream practice begins with the basics—like adding clients and finding your favorite tools. Follow our getting-started checklist to hit the ground running and enjoy all the growth and efficiency of QuickBooks Online Accountant. You can request and share documents with your clients directly in QuickBooks Accountant.