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LR13
Level 1

Pro Advisor Certification

Hi, I would like to obtain a Pro Advisor Certification and have been going through the training modules on the Online Accounting module, I am looking for how to set up a test client to work through the training modules.  I don't see where to go so that I can practice the lessons.

Thank you in advance

Solved
Best answer March 24, 2020

Best Answers
Adrian_A
Moderator

Pro Advisor Certification

You have me to help you set up a test client account, LR13.

 

We can directly create a firm. I've got the steps on how to do it:

 

  1. Go to this page: Sign up for QuickBooks Online Accountant.
  2. Enter your Email addressFirst nameLast name, and Phone.
  3. Enter a Password, and then Confirm password.
  4. Click Continue.
  5. Enter your Accounting firm nameFirm Zip Code, and the Number of full-time employees.
  6. Click Finish.

 

I've also added this article about the features in QuickBooks Online Accountant: About QuickBooks Online Accountant features.

 

Feel free to ask me any questions as you begin your journey as a ProAdvisor. Thanks for dropping by!

View solution in original post

7 Comments 7
Adrian_A
Moderator

Pro Advisor Certification

You have me to help you set up a test client account, LR13.

 

We can directly create a firm. I've got the steps on how to do it:

 

  1. Go to this page: Sign up for QuickBooks Online Accountant.
  2. Enter your Email addressFirst nameLast name, and Phone.
  3. Enter a Password, and then Confirm password.
  4. Click Continue.
  5. Enter your Accounting firm nameFirm Zip Code, and the Number of full-time employees.
  6. Click Finish.

 

I've also added this article about the features in QuickBooks Online Accountant: About QuickBooks Online Accountant features.

 

Feel free to ask me any questions as you begin your journey as a ProAdvisor. Thanks for dropping by!

View solution in original post

angelacct
Level 3

Pro Advisor Certification

You can also use the QBO Test Drive found here:

https://quickbooks.intuit.com/learn-support/en-us/use-products-or-services/test-drive-quickbooks-onl...

This is great for seeing things from a QBO client's point-of-view, and just getting used to QuickBooks overall.

The best part is it resets every time you log in so you don't have to worry about messing anything up. Try it out, practice features that you want to be able to help clients with later on, etc. 

Hope this helps. 

hasan2020cpa-gma
Level 1

Pro Advisor Certification

What should be the firm zip code, if i put my zip code i am not able to open accountant id in QuickBooks online.

Thanks

AlcaeusF
Moderator

Pro Advisor Certification

Hi @hasan2020cpa-gma,

 

Thank you for posting here in the Community. I can share some information about signing up for QuickBooks Online Accountant.

 

The firm zip code will depend on your street address, city, and state. To ensure you're entering the correct information, I suggest using a website like USPS.com to identify the exact zip code.

 

Also, please note that the program is open to specific countries only. I recommend visiting the QuickBooks Proadvisor Program Agreement page to learn more about it (scroll down to b. Enrollment).

 

You can also check this article for more details about QuickBooks Online Accountant, like how you can test the features using a demo company in QuickBooks: Practice with sample client companies in QuickBooks Online Accountant.

 

Keep us posted if you need anything else regarding the signup process. Have a great day.

Fiat Lux - ASIA
Level 15

Pro Advisor Certification

@hasan2020cpa-gma 

Are you located in the US or else?

9130 3479 4487 3546
Level 1

Pro Advisor Certification

Hi!

I am not located in the US. How can i fit my address, zip code, state to the ProAdvisor profile

JessT
QuickBooks Team

Pro Advisor Certification

Hi 9130 3479 4487 35461,

 

Welcome and thank you for visiting the QuickBooks Community. Let me assist you with your question.

 

The address fields of a ProAdvisor profile are based on the country that your QuickBooks Online Accountant version is for. For example, if you're using the US version, you will have fields for a US address.

 

On the other hand, I can see that my colleagues have provided references for the ProAdvisor program. Feel free to check them out if you need quick references in the future.

We're just around if you have additional questions about the program. Take care and more power to your business.

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