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QuickBooks Online Accountant ProAdvisor Programme FAQ

SOLVEDby QuickBooks1Updated over 1 year ago

Get answers to commonly asked questions about QuickBooks ProAdvisor training and certification programme. In this article we'll cover:

The ProAdvisor Programme

The QuickBooks ProAdvisor Programme offers benefits and resources that allow accounting professionals to grow their practice, skills and QuickBooks expertise.

As a QuickBooks ProAdvisor, you'll get benefits like access to training resources, Customer Support, strategic marketing tools, and accountant specific product discounts.

It's simple, you'll earn points and rewards for things that you already do, like adding clients and achieving certification–the more points you earn, the more benefits you unlock!

Learn more about the ProAdvisor Programme.

The ProAdvisor Programme is free to all accounting pros using QuickBooks Online Accountant. To access this program, sign in to QuickBooks Online Accountant and choose the ProAdvisor tab.

If you have a QuickBooks Online Accountant account, you are eligible to participate in the ProAdvisor Programme.

Select the ProAdvisor tab in QuickBooks Online Accountant to access your tier, benefits, training and certification and much more.

We've redesigned several components of the Programme , with the introduction of a new points-based structure, new benefits and an improved in-product experience. Check out a complete overview about the ProAdvisor Programme.

No, you won't lose any of the existing benefits you currently have. Also, your listing on Find-a-ProAdvisor won't be influenced by the new Programme changes. As long as you still have an active certification, you can publish your profile on Find-a-ProAdvisor.

We've invested heavily in listening to member feedback, the struggles accountants face in growing their business, and global accounting industry trends. The redesigned Programme focusses on developing long term partnerships to help members grow their practice and QuickBooks Online expertise.

The redesigned QuickBooks ProAdvisor Programme has four tiers—Silver, Gold, Platinum and Elite. We have removed the Bronze tier and replaced it with the Silver tier, with the same benefits you're used to.

If you are new to QuickBooks Online Accountant, you will automatically be placed in the Silver tier. See how many points needed by a QBA practice to unlock the other tiers:

  • Silver: 0 to 199
  • Gold: 200 to 799
  • Platinum: 800 to 2,999
  • Elite: 3,000+

Points

The point system is designed to recognise the work you do and give you more flexibility in moving up the tiers and unlocking new benefits. Points are calculated based on the current achievements of all members in the same QuickBooks Online Accountant practice through the completion of actions.

To earn points, complete the following:

  • Add a QuickBooks Online subscription for a client
  • Complete certification for QuickBooks Online
  • Complete advanced certification for QuickBooks Online

For QuickBooks Online client subscriptions, the connected accountant will receive points as long as they are connected to the account, and the account has an active subscription.

You can see your point balance at any time by logging into QuickBooks Online Accountant and selecting the ProAdvisor tab — go straight to your account.

Points will expire from your balance when the action that earned them is no longer valid. For example, if you have 10 points for a QuickBooks Online subscription for one of your clients, and that subscription is cancelled, then those 10 points will be deducted from the point balance.

Grace period

A grace period will keep you in the same tier without losing benefits anytime your QuickBooks Online Accountant practice's point balance drops below the tier threshold.

The grace period gives you time to earn enough points to maintain the tier. If the points balance at the end of the grace period don't meet the threshold for the tier, you and all members of the same QuickBooks practice will be moved to the lower tier.

To recognise the work you've put in on the previous ProAdvisor Programme, we're guaranteeing you one year in the equivalent tier in the relaunched ProAdvisor Programme. For the next year, you will have full access to all the benefits of that tier. At the end of the year, your points balanced will determine what tier you will be in.

Any time the point balance falls under the tier point requirement, you and all members of the same QuickBooks Online Accountant practice will have 90 days to earn enough points to remain in the tier. During the 90 day grace period, you will continue to have full access to the benefits in the tier.

If the points balance at the end of the grace period doesn't meet the threshold for the tier, you and all members of the same practice will be moved to the lower tier.

Benefits

A full list of QuickBooks ProAdvisor benefits can be found inside of QuickBooks Online Accountant, on your ProAdvisor tab or by going here.

Your benefits can be accessed at any time by signing in to QuickBooks Online Accountant.

The higher your tier, the more benefits you unlock. Continue taking actions to earn points to get to the next level! For full details about how to earn, download the ProAdvisor PDF guide.

We love your feedback! To request new benefits, sign in to QuickBooks Online Accountant, go to the ProAdvisor tab, and select on the link titled "Send Feedback" in the top right corner.

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