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Level 2

Re: New criteria for publishing Pro Advisor profiles

I completed the certification exam today and tried to publish my profile.  After I uploaded my government ID, I got an email saying I need to submit one of the following (none of which I have, since I am a sole proprietor with no formal business entity yet):  

  

Please submit a Notarized Copy of one or more of the following documents

  • Articles of Incorporation
  • Business License
  • Corporation Bylaws
  • Shareholders Agreement
  • Certificate of Limited Liability Partnership or Limited Partnership
  • CPA License Information / Proof License is in Good Standing

Nowhere on the site does it specify that we need to be incorporated, licensed, etc to join the program.  I would not have wasted my time doing the training if I'd known this.  Can someone explain why the above is necessary?

Moderator

Re: New criteria for publishing Pro Advisor profiles

Hi there, @gtobias.

 

Thank you for posting in the Community. I'd be happy to get you to the right support to get this resolved.

 

Congratulations on completing the ProAdvisor certification. You're correct. You don’t need an accounting or bookkeeping background or any type of formal education to take the certification exam. 

 

To become a certified QuickBooks Online ProAdvisor, you must successfully pass a 55-question exam with a passing score of 80 percent or better. To verify why you need to send an additional document, I'll need to pull up your account. However, I cannot do it in the Community for security purposes.

 

I recommend calling our phone support. They have the tools to check your account in a secure environment and help you get to a resolution in no time. 

 

Here's how to contact for support:

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Choose QuickBooks Accountant.
  3. Click the Search for something else button.
  4. On the box, type ProAdvisor.
  5. Scroll down then click the Get Phone Number button.

Please visit these self-help guides for more details:

That should do it. Leave a reply below if you have follow-up questions about ProAdvisor QuickBooks Certification. I'd be happy to get back here and help you again. 

Level 1

Re: New criteria for publishing Pro Advisor profiles

Did you get an answer. I am finding the same issue. Will calling help?

Moderator

Re: New criteria for publishing Pro Advisor profiles

It's a pleasure to see in the Community, @POPLW.

 

Thanks for joining this conversation. Allow me to chime in for a moment and help make sure your concern is taken care of.

 

Did you also receive an email after completing the ProAdvisor certification? If so, this is a request for additional documents to confirm your profile information. If you don't have any of these documents, I highly suggest contacting our Phone Support team to check for other options.

 

Here's how to reach them:

 

1. On your QBO account, click the Help (question mark icon) at the top.
2. Select Contact Us at the bottom to connect with a live agent.

 

For future reference, you can also check out this article for further guidance:

 

 

Please let me know how it goes after contacting them or if you're referring to something else by commenting below. I'm always here to help. Cheering you to continued success!

Level 1

Re: New criteria for publishing Pro Advisor profiles

Talk about an invasion of privacy and risking identity theft over the internet.   Even the IRS does not require a drivers license, yet Intuit finds they are above it all.

Level 2

Re: New criteria for publishing Pro Advisor profiles

Last year July 2018, I had submitted scanned copies of the required documents such as driver's license, national identification card, passport details, certificate of company's incorporation to the QuickBooks Support Team. After a week, I followed up with the QBO Support Team, and they emailed me back to say that they were still performing background checks. About a month and a half later, I received an email saying the following that they were unable to verify my submitted information and it was deleted from the Find-A-ProAdvisor directory.

So I had just taken and passed the QuickBooks ProAdvisor recertification examination and I felt very down and disillusioned with the QBO ProAdvisor program (as I spent two weeks studying for that recertification examination). So I chatted with a QBO online agent, to inquire why my profile was removed from the Find-A-ProAdvisor and basically she said that I was denied as I had a foreign ID (I live outside of the United States) and she is certain that "there are serious legalities when it comes to financial referrals. Especially when it involves the laws of foreign countries".

I had received my first client job lead from the Find-A-ProAdvisor Portal. I was wondering afterwards, if it made sense to continued with this QuickBooks ProAdvisor certification. I did a check of the Find-A-ProAdvisor Portal and all of the QBO Advisors are either American citizens or they live in American territories (Puerto Rico, US Cayman Islands etc). The non-American QBO ProAdvisors are excluded from the Find-A-ProAdvisor Portal. Other accounting platforms, like Xero, give the certified accountants a chance to attract new leads on their platform.

Level 2

Re: New criteria for publishing Pro Advisor profiles

I had this problem. I also have a resolution but I don’t like it. Unfortunately Intuit won’t let us use “DBA” as a sole proprietor, even though IRS, my state tax board, or any of the agencies I need to comply with don’t care. They all seem fine to allow me my privacy when putting myself out in front of complete strangers. 

You have to remove your listing and resubmit it using your own name, then send your ID again, and wait another week to see if it gets approved. 

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Level 2

Re: New criteria for publishing Pro Advisor profiles

I wonder if they are making it difficult for us due to their new QuickBooks Live program.

It almost feels like we are competing with the program for clients. 

Level 2

Re: New criteria for publishing Pro Advisor profiles

I’m definitely bummed that the Advanced Desktop cert went away. Those who had it will always be a best match before those who don’t and we can never get it. 

Level 2

Re: New criteria for publishing Pro Advisor profiles - horrible timing.

This was horrible timing. I just published a new website with links to my ProAdvisor profile, and it no longer exists! Additionally, I sent about 600 emails to prospective clients with my profile link in a prominent place. If these prospective clients either click on the link in the emails or click to visit my new website and follow the link there, they will get a message that my profile no longer exists. I have been with QuickBooks since the 80's, and have been a QuickBooks applications developer. I am so ashamed of the way QuickBooks handled this new criteria change without notification. 

 

There was also a message that I needed to recertify before my profile could be published. I recertified in July 2019, including the Advanced.

QuickBooks Team

Re: New criteria for publishing Pro Advisor profiles - horrible timing.

Hi LMichaelFrancis,

 

We recognize how you want QuickBooks to work the way it used to be. Let me provide you more information about this and guide you with the update.

 

We've updated several components to focus on more benefits, several ways to earn new points-based structure, and improve the in-product experience.

 

Also, we have the 3 year grace period for your Advanced Certification in either Desktop or Online for three years in the Platinum tier. Please check this article for more information: Redesigned ProAdvisor's Program FAQs.

 

I got this article in case you have other concerns about QuickBooks ProAdvisor Program: QuickBooks ProAdvisor Program For Accountants,

 

Please let me know if you need anything else. I'll make sure to help.

Level 2

Re: New criteria for publishing Pro Advisor profiles

MariaSoledadG (QuickBooks Team) posted a prompt response within 3 hours of my original post. Her answer to my complaint about new criteria for listing in the ProAdvisor Directory was answered this way: "We recognize how you want QuickBooks to work the way it used to be."

No, I don't. I am a cutting-edge developer, and I love the way QuickBooks has progressed over the decades; the ProAdvisor Program is an excellent addition.

The basis for my complaint is that a criteria change without notification is not appropriate business practice, nor does it comply with QuickBooks own policy in Q&A. For those who have completed their studies and have recertified according to the requirements it is important that QuickBooks maintains the core policy upon which the ProAdvisor Program was started.

My original complaint was posted today, 22 Nov 2019, as follows: 

"This was horrible timing. I just published a new website with links to my ProAdvisor profile, and now that profile no longer exists! Additionally, I sent about 600 emails to prospective clients with my profile link in a prominent place. If these prospective clients either click on the link in the emails or click to visit my new website and follow the link there, they will get a message that my profile no longer exists. I have been with QuickBooks since the 80's, and have been a QuickBooks applications developer. I am so ashamed of the way QuickBooks handled this new criteria change without notification." 

There was also a message telling me that I needed to recertify before my profile could be published. I recertified in July 2019, including the Advanced.

In QuickBooks Q & A: "Will the redesigned QuickBooks ProAdvisor Program® impact my current benefits and listing on Find-a-ProAdvisor directory?"

QuickBooks Answer: "No, you won’t lose any of your existing benefits you currently have. Also, your listing on Find-a-ProAdvisor will not be influenced by the new program changes. As long as you still have an active certification, you can publish your profile on Find-a-ProAdvisor Directory."

 

QuickBooks Team

Re: New criteria for publishing Pro Advisor profiles

Thank you for being a loyal customer, @LMichaelFrancis.


This is isn’t the kind of impression I want you to have, especially with the new changes for the ProAdvisor profile. I already reached out to our QBOA Team regarding this issue for further investigation.


Rest assured, one of our supervisors will contact you and provide detailed instructions on how to get the link to work again.


I’m also adding articles with detailed information on how to move up the tiers and steps to earn points in the ProAdvisor program.

 


If there’s anything else I can help you with, click the Reply button and post a comment below. I’ll be right here to assist further. Have a good one.

 

Level 2

Re: New criteria for publishing Pro Advisor profiles

Greetings, Rasa-LilaM ,

 

I have not heard from QuickBooks regarding my QBO ProAdvisor public profile. My new website is set to launch in two days (on Wednesday, November 27, 2019). A prominent link on my new website directs to my QBO ProAdvisor profile which now displays the message that my profile "no longer exists."

 

Additionally, whoever took down my profile also destroyed all my recertification information from when I recertified as QBO ProAdvisor and Advanced  in July 2019.

 

L Michael Francis

Mike Francis dba Bag of Hot Air

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Level 2

Re: New criteria for publishing Pro Advisor profiles

There is a section in the profile to check off your Credentials. QuickBooks will verify, as they should, the information you provide there. For example, if you check that you are a Certified Public Accountant (CPA) you should be able to verify that information by providing a Certificate. Otherwise, anyone without CPA credentials would be able to claim CPA status with nothing more than a "click."

This may not be a complete answer, but perhaps the best place to start. Go back to your Profile and review the answers you gave in the Credentials section.

 

Moderator

Re: New criteria for publishing Pro Advisor profiles

Thanks for getting back and elaborating, LMichaelFrancis.

 

Since you haven't heard from us, I'm personally taking note of the issue and will make a follow-up on your behalf. For now, just check your email from time to time for any updates coming from our ProAdvisor Support Team.

 

In case you want to reach out to them, see the following article for future reference. It provides the contact information you need regarding your profile:

 

Contact ProAdvisor support.

 

Please know the Community has your back. If you have any other concerns, post a comment below. I’ll be right here to assist further. Have a good one.

Level 3

Re: New criteria for publishing Pro Advisor profiles

Hi,

They did not care, and even if you don't have US ID no one will help you. I live in Europ and send them all my legal documents from 1 year and I finished 5 certificates from them. but no one care to publish my account. 

 

They ask me to contact them over the phone. and the employees informed me that this program is applied only in the US. 

 

So leave it and try to find another company to work with.

Level 2

Re: New criteria for publishing Pro Advisor profiles

Your inquiry: Can someone explain why the above is necessary?

QuickBooks is responsibly verifying the information you provided on your profile. Go back to your profile and review each section. There is a reason for each document they have requested. For example, if you checked CPA, then you should verify that you are in fact a CPA; otherwise anyone could claim to be a CPA without needing to show documentation. If you indicated that you are a corporation, you will want to fill in a FEIN number, otherwise put in your SSAN (which is not public, but can be used to verify your ID). When all of the information is verified, QuickBooks will be able to clear your profile for publication assuming you have passed the certification exams. 

Level 2

Re: New criteria for publishing Pro Advisor profiles

For those who responded to my inquiry, thank you so much. I resolved my issue by taking the certification again (actually twice under a different login). My profile information was verified and published. Good luck, everyone.

Level 2

Re: New criteria for publishing Pro Advisor profiles

Just to clarify, anyone can obtain an FEIN. There is nothing about this number that proves anything whatsoever. 

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