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ivorybrown1959
Level 1

How to set up a proadvisor profile

 
2 Comments 2
EmanE17
QuickBooks Team

How to set up a proadvisor profile

Hi Ivory, to set up a ProAdvisor profile, you must sign up and create a QuickBooks Online Accountant firm. This firm access allows you to review client books, edit transactions, and resolve issues. Additionally, membership makes you eligible for ProAdvisor Program benefits, training, and certification.

 

You can view the QuickBooks ProAdvisor Program brand use guide to view our guidelines.

 

Once you have created an account, follow these steps to build your profile:

 

  1. Sign in to QuickBooks Online Accountant.
  2. Click the Profile icon.
  3. Select Go to ProAdvisor profile.
  4. Fill out your profile information.

 

You can also update your information at any time to enhance your profile and attract more leads.

 

After creating a ProAdvisor profile, you can publish it, but Intuit must verify your eligibility and identity. To proceed further, you can check out this article and follow Step 3, as well as What to expect after submitting your ProAdvisor profile: Create and publish your ProAdvisor profile.

 

Please let us know if you need additional assistance with QuickBooks. Our community forum is always available to help you.

EmanE17
QuickBooks Team

How to set up a proadvisor profile

Hello, Ivory.
 
I wanted to follow up on your concern and see if the solution I provided has resolved your issue. Please let us know if everything is now working as expected or if you have any questions.

 

We’re happy to assist you further. Looking forward to hearing from you.

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