4 Steps to successfully become certified.
Before getting started, decide if becoming a Certified ProAdvisor is right for you. If you’re a bookkeeper, accountant, business consultant or other type of financial professional that often works with businesses that are using QuickBooks, becoming a Certified ProAdvisor will help increase your knowledge and help differentiate yourself from other service providers. Plus, Intuit will help drive new business your way by adding you to the Find A ProAdvisor database. Before you get started, you will want to have a basic and fundamental understanding of bookkeeping. Although it is not a requirement, having some experience with QuickBooks will help.
Step 1 – Enroll in the ProAdvisor Program by selecting a payment option that’s best for you. Although pricing can change from time to time, as of January, 2015, you can opt to pay either $49.99 per month or $549 for the year.
One important thing to note about your investment in becoming a Certified ProAdvisor, is that once you have become certified, you will have access to all of the current Accountant versions of QuickBooks. So if you are constantly having to purchase and upgrade multiple versions of QuickBooks to work with clients, becoming a ProAdvisor will save you money almost instantly.
Read why one professional decided to get certified – Becoming A QuickBooks ProAdvisor – article.
Step 2 – Study. If you feel like you need to learn how to use the software first, there are a variety of resources available for online and in-person QuickBooks software training. Prep classes for the Certification Exam are also often available at conferences and trade-shows, including Intuits QuickBooks Connect Conference.
Although there are books and classes available, the most recommended study resources are the training modules available on the ProAdvisor website that you can access after enrolling in the program. There is no time limit or restriction to how often these can be accessed. So use and review them as much as you need. CPE credits are also available for most training modules, but recognition may vary from state to state.
Tip: The Intuit Accountants Community is a great place to learn more about the ProAdvisor Program and Certifications from other ProAdvisors. You can sign in and create a profile with your ProAdvisor credentials at accountants-community.intuit.com. Use the search bar to find answer threads for “How to…” questions, or select the ProAdvisor Program & Certification tag (located under “Browse Tags” on sidebar) to view ProAdvisor Certification specific question
Step 3 – Take the current Certification Exam. The Exam consists of four sections that can be taken in any order desired, each with 35 questions. For the QuickBooks 2015 Certification, you will have 6 attempts to pass by getting an 85% or better on each section of the exam. It is projected that a person with basic QuickBooks knowledge that has completed the training modules should be able to complete the Exam in 3-4 hours.
If you are attempting to get re-certified, you will have four attempts at one section consisting of 35 questions, and will only be tested on the “What’s new” information for QuickBooks 2015.
Tip: Since you have six attempts to pass the exam, some professionals have found it beneficial to take the test once before studying. This not only gives you an idea of what to expect, it also helps you identify the areas or topics that you will need to spend more time learning.
Step 4 – Once you have become Certified, leverage the programs established branding to help drive in clients. One of the most important things here is the ProAdvisor listing. When logged in to accountants.intuit.com, you will find this under the My ProAdvisor drop down, then select “Profile”. Add a profile picture, fill out contact info, and then make sure the “Public” selection at the top is set to “On”.
The next thing you will want to do to help market yourself as a ProAdvisor is add the ProAdvisor Badges that you have earned to your website or marketing collateral (brochures, business cards, signage, etc.). The Certified ProAdvisor Badges become available for download (.jpg. png. eps & online formats) along with your Certificate once you have passed an exam.
Tip: Profiles with photos get clicked on more. Since profile pictures are not displayed at a high-rez, even a camera phone picture will be fine. Just be sure to crop the photo to the parameters of a business head-shot.
Although you must start with the basic Desktop or Online Certification, there are additional and advanced certification tests that can be taken. The following QuickBooks ProAdvisor Certifications can be earned:
- QuickBooks Online
- QuickBooks Desktop
- QuickBooks Enterprise Solutions
- QuickBooks Point of Sale
- QuickBooks Advanced Certification (Desktop & Online both available)
See how becoming a QuickBooks Certified ProAdvisor can help you grow your business