Learn Quickbooks Online & More From A Quickbooks Proadvisor

As your consultants and advisors, we can provide you with so much more than just bookkeeping. We know that your time is better spent on doing what you’re good at – finding new clients, networking, running or coordinating jobs and projects, or attending meetings.

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. This advanced certification program sets Reynolds and Associates apart from other accounting firms, as only about 2 percent of QB ProAdvisors are Advanced Certified.

Understand Quickbooks Online

If you’re on a Mac, use COMMAND-ALT-QUESTIONMARK. Here you’ll find a list of shortcut keys, such as CTRL ALT A to open the Chart of Accounts. The best tip for working in multiple QBO companies is to use Chrome’s USERS. This allows you open an unlimited number of different QBO companies — one in each Chrome User….at the same time. payroll From the Chrome menu…go to Settings and scroll down to USERS. You probably process more invoices than any other kind of sales transaction in QuickBooks Online. And it’s usually with a great deal of satisfaction that you create these forms, since it means that you’ll be getting paid for providing services or selling products.

• Here you will find courses for all of the QuickBooks products to prepare you for the certification exams.
• You don’t have to complete all the modules in one session.
• Therefore, you need to start operating like a legit organization.
• Certification is offered through Intuit and it is free.

One obvious tip is to study all the resources provided, watch the webinars, and take notes. Also, download and print the handouts and the PDF files that come with the webinars. Test questions are often drawn from these materials. Keep in mind that it is best to focus one topic at a time.

The Bottom Line On Finding A Quickbooks Proadvisor

First, Brooke completed the QBO Certification exam to achieve ProAdvisor status. This was followed by the QBO Advanced Certification exam. Each module in the advanced program takes 3-4 hours to pass. Factoring in homework, training courses, and supplemental guides, these modules require hours to complete. I can use my tablet and maybe a laptop and because everything is stored in the cloud, I’m not tied to my office. It wasn’t becoming a ProAdvisor that impacted my business as much as becoming a certified ProAdvisor.

I do remember that I passed all 10 sections of the Advanced Certification on the first try. The reason I remember was that I almost fell out of my chair when I got my results. I thought I’d have to retake at least a section or two. Depends on your area and how many other ProAdvisors there are nearby. I have received an occasional lead from the PA site, but I wouldn’t run my business solely on it. Intuit and QuickBooks are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

With cloud accounting software like QuickBooks Online, you can give anyone access to your QuickBooks data without them having to travel to your office. Cloud accounting software includes automatic real-time updates of your data. Unlike desktop software, you don’t have to worry about backing up your data with Online; its automatically done for you. Finally, QuickBooks Online includes unlimited live technical support. This is an invaluable feature for small business owners who are managing their own books and need the ability to get help when they need it.

Auto-collected W-9sYou can request W-9 information from your contractors through QBO now, but watch out because you are inviting your contractor to sign up for a QBO account. In my test, I said I was an individual so I got a free self-employed bookkeeping account. The problem I have is that now as a contractor, I’m going to be getting Intuit emails and all that is saved in there. As an extra incentive, Intuit is now providing more points to ProAdvisors for adding new QBO Advanced subscriptions.

Enjoy free QuickBooks Online, payroll, and time-tracking for your practice right when you join ProAdvisor. You’ll also get discounts on services and supplies. Land clients with a listing on our Find-a-ProAdvisor1 directory, plus get advanced marketing and partner resources. QuickBooks Capital Flexible business funding for your clients, right through QuickBooks. If you want to take advantage of Tab Browsing go to your Home Page and right click on Reports, for example.

So, I may be a loud and fast talker, but I’m slower at any new thing related to bookkeeping. But hey, I passed my QBO Advanced exam in one try. By going slow, did my time working on this certification pretty much even out compared to if I had gone fast and had to retake a module or two? You might think you can skip this part because you have been using QBO for a long time.

QuickBooks ProAdvisor is available in USA, Australia, Canada, United Kingdom, South Africa, Singapore, Are Health Insurance Premiums Tax Deductible and India. Below is a link to a QuickBooks support page that might be able to help.

Posted by: Billy Gallagher