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Debrawo
Level 1

Pro Advisor Certificate - move to a different company id

Hi there,

 

I took my QBO Proadvisor exam on my previous employers account and now I started my own company and QBO accountant account.  I need to move my Pro Advisor to my account.  I have called Intuit 2 times now and they say it will be taken care of but I still don't see the change on my new account.  Intuit said they would need to change the e-mail address from my old one to my new e-mail.  Still nothing has changed.  

 

What are the steps to take to getting my certification moved?  I don't want to retake the exam if I don't have to.

 

Thank you for your help!

 

Debra Woodard

11 Comments 11
IamjuViel
QuickBooks Team

Pro Advisor Certificate - move to a different company id

I appreciate the complete details you've shared, @debra.

 

Let me route you to the best available support so we securely check the status of your transfer request.

 

You can easily transfer your QuickBooks ProAdvisor badge to your new account. Just make sure that you have access to the ProAdvisor Training tab using your new account. Once you set up your new QuickBooks Online for Accountant account, you'd have to contact us to request the transfer of your certification.

 

Since the Community is a public forum, I'd recommend contacting our Customer Care Team. A specialist can securely pull up your new QuickBooks Online for Accountant account and provide you with the status of your request. Here's how:

  1. Go to the Help icon.
  2. Click Contact Us.
  3. Under What can we help you with?, enter your concern about showing Tax Registration No.
  4. Click Let's Talk.
  5. You'll be routed into the Choose a way to connect with us page.
    • Start a chat with a support expert.
    • Get a callback from the next available expert.
    • Ask the community to get help from businesses like yours.
  6. Select how you want to contact them and fill in the information.

Keep me posted on how your call goes by leaving a comment below. I'm always here to help.

Saira1
Level 1

Pro Advisor Certificate - move to a different company id

I have got my QBO proadvisor certification from my previous employers ID and I want to move the certification to my own firm now so that I can attempt QBO advance certification and set up my own advisor profile. Please help me getting it done.

 

Thanks and regards

 

Saira

Maybelle_S
QuickBooks Team

Pro Advisor Certificate - move to a different company id

Thanks for joining the thread, @Saira1.

 

To help you move the pro advisor certification to your firm, I'd recommend contacting our Customer Support Team. This way, they can pull up your account securely and help you set up your profile.

 

Here's how:

  1. Go to the Help menu.
  2. Click Talk to a human.
  3. Type your concern.
  4. Click I still need a human.
  5. Select Contact us.
  6. Choose either Messaging or Callback.

To ensure that you'll be assisted on time, check out our support hours.

 

Please check this article to see different answer questions about program changes for QuickBooks Online Advanced Certification: Frequently Asked Questions about ProAdvisor Certification.

 

Let me also share this link that contains articles that can help develop and maintain a great relationship with clients: Firm of the Future.

 

Keep me posted if you have any clarifications or questions. Please know I’m here to answer them for you.

Gacct
Level 2

Pro Advisor Certificate - move to a different company id

I have spent two hours on the phone today and been routed to multiple different Intuit or third-party partners in an attempt to simply transfer my existing ProAdvisor certification to my new QuickBooks Accountant profile.  It has proved to be beyond the ability of everyone I have either spoken to or had chat discussions with. The last one suggested creating some kind of new login to put essentially a ghost account into my accountant team and then convert that over to something else.  It seems this should be less difficult.

RoseJillB
QuickBooks Team

Pro Advisor Certificate - move to a different company id

I appreciate you for joining the thread and post your concern here in the Community, @Gacct.

 

Since you mentioned above that you’ve been on the phone with a representative, we’ll also take note of that experience to share with the team and put an action into it. This also helps us improve our way of delivering a resolution to our valued customers.

 

Nonetheless, I highly suggest contacting our Technical Support team again as they can further help you sort out the matter. They can pull up your account in a secure environment. Also, our phone representatives have tools that can access your provide fixes immediately. 

 

Here’s how to get in touch with them:

 

  1. Go to the (?) Help icon in your QuickBooks Online (QBO) account.
  2. Select the Search tab, and click Contact Us.
  3. Enter a brief discussion of your concern and click Continue.
  4. Select either Chat with us (if you preferred messaging) or Give us a call.

 

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

 

You can always hit the Reply button if you have further questions in mind regarding QuickBooks. I’ll make sure to get back to you as soon as I can. Stay safe!

ESPY1
Level 1

Pro Advisor Certificate - move to a different company id

I have had this same issue, and have spent hours on the phone. I was told to publish my proadvisor profile under my new employer. I get as far as attaching my government id and the submit button does not work. This has been going on for over a week. A ticket was put in as it was determined this is a technical issue. I got an email from Intuit 4 days ago says my profile is published, but its not. Any idea's or direction I should give when I call customer support again?

jmrifkin
Level 1

Pro Advisor Certificate - move to a different company id

I've requested this same thing to be completed about a month ago, and it still hasn't transferred. What is going on? Can someone let me know the status of my transfer?

ArielI
QuickBooks Team

Pro Advisor Certificate - move to a different company id

Hello, @jmrifkin.

 

I know it's important for you to move your certification, and I understand that you've already contacted customer support. But to get guidance on transferring the certification, you should contact them again.

 

Additionally, since the Community is a public place for discussion, I suggest you contact our Customer Care Team. A specialist can securely access your new QuickBooks Online for Accountant account and tell you the status of your request. Here's how:

 

Here's how:

 

  1. Go to the Help menu.
  2. Click Talk to a human.
  3. Type your concern.
  4. Click I still need a human.
  5. Select Contact Us.
  6. Choose either Messaging or Callback.

 

To ensure that you'll be assisted on time, check out our support hours.

 

We'll also add this article to see different answer questions about program changes for QuickBooks Certification: Frequently Asked Questions about ProAdvisor Certification.

 

If you have further questions about transferring any certification, you can comment below, and we'll respond to you as soon as possible.

Dominika H
Level 1

Pro Advisor Certificate - move to a different company id

Was it resolved please?

Ivan_G
QuickBooks Team

Pro Advisor Certificate - move to a different company id

I appreciate your participation in this thread, Dominika. Please know that you have to contact our support team to submit a request for a ProAdvisor Certification transfer or ask for its updates. Allow me to lead the way.

 

Before proceeding, please ensure you can access the ProAdvisor Training tab on your new account. Then, connect with our team to help you through the process.

 

  1. Log in to QuickBooks.
  2. Go to (?) Help, and from the Assistant tab, enter your query in the designated field.
  3. After that, press the Enter button on your keyboard to submit.
  4. Select the Contact Us option. Then, re-enter your inquiry on the field provided to connect with the correct expert.

 

It's also essential to take note of our team's support hours:

 

  • Gold and higher tiers:
    • Support is available from 4 AM to 8 PM on weekdays and 6 AM to 3 PM on Saturdays. Meanwhile, our team is unavailable on Sunday.
  • Silver tier:
    • Available from 6 AM to 6 PM during weekdays and closed during weekends.

 

I've also added this article you can review, which answers common queries about QuickBooks ProAdvisor: Frequently Asked Questions about ProAdvisor training and certification.

 

If you have more questions about the ProAdvisor Certification transfer or need help navigating through the QuickBooks menu and reports, drop by again on this thread. I always have your back.

jmrifkin
Level 1

Pro Advisor Certificate - move to a different company id

Unsurprisingly, nothing has been resolved. Intuit, you are too big for your own good. Is it going to stop us from using their products? Probably not. They could care less!

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