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Experienced Member

Do you have to be a certified Quickbooks pro advisor if you use Accoutants QBO?

I have one client who uses QBO . All the rest use desktop. I took my proadvisor exam last year to learn more about QBO but I have no desire to find more clients so I am not on the proadvisor website. I have the accountant's QBO and my question is do I have to re-certify in order to keep working with my client on QBO?

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Best answer 06-30-2019

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Established Community Backer ***

Re: Do you have to be a certified Quickbooks pro advisor if you use Accoutants QBO?

No you do not have to be certified to use the QBO accountants version

 

If there is just one client, have him invite you to sign in as an accountant, he does that in user permissions, then you have admit access the account and there is an accountants tool box of features available to you that are not normally available to the user

2 Comments
Established Community Backer ***

Re: Do you have to be a certified Quickbooks pro advisor if you use Accoutants QBO?

No you do not have to be certified to use the QBO accountants version

 

If there is just one client, have him invite you to sign in as an accountant, he does that in user permissions, then you have admit access the account and there is an accountants tool box of features available to you that are not normally available to the user

Experienced Member

Re: Do you have to be a certified Quickbooks pro advisor if you use Accoutants QBO?

Thank you for your answer. I already have access and I am getting notices that I will lose benefits so I thought I should check on it. In the meantime I think I've decided to take the re-certification any way Smiley Happy I really appreciate your response!