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Virtual Accountant_1
Level 2

Quickbooks Online Certification

Hello QuickBooks Community,

 

This is my first time posting here so please bear with me if I made any mistakes.

 

I took and passed my QuickBooks ProAdvisor Certification and Advanced Certification in the Company I am working right now. I want to establish my own Company and created a new QuickBooks account. 

 

Here is the question, do I need to take the Exam to get certified again or is there a way to use my certification in my Company. I am working as a part timer. 

Solved
Best answer March 19, 2022

Best Answers
Charies_M
Moderator

Quickbooks Online Certification

I'll be sharing some information about transferring your QuickBooks Online certification to a new account, Virtual Accountant_1.

 

Once you transfer your badge, you can no longer have it on your old account. In case you need reference on how to transfer your QuickBooks ProAdvisor badge to your new account, follow the steps below:

 

All you need to do is make sure that you have access to the ProAdvisor Training tab using your new account, then contact us to submit a transfer request.

To make sure you have access to the ProAdvisor Training tab (using your new account),

  1. From the left drop-down menu, go to ProAdvisor tab.
  2. Switch to Training tab.

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

 

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries. I'm just around to help. Take care.

View solution in original post

26 Comments 26
SarahannC
Moderator

Quickbooks Online Certification

Hello there, @Virtual Accountant_1.

 

You don't need to take an exam to get certified again. Instead, you can transfer your QuickBooks ProAdvisor badge. 

 

Simply ensure that your new account gives you access to the ProAdvisor Training tab. Then, you'll need to contact us to request the transfer of your certification once you've set up your new QuickBooks Online for Accountant account.

 

To contact us, please utilize the Help icon within your QBO account and follow the on-screen instructions to complete the process.

 

Please check this article to see more details about QuickBooks Online Certification: Frequently Asked Questions about ProAdvisor Certification.

 

I've also got an article that contains information about developing and maintaining great relationships with clients: Firm of the Future.

 

Stay in touch if you need anything else, Virtual Accountant_1. Take care and have a good one.

Virtual Accountant_1
Level 2

Quickbooks Online Certification

The thing is, I am still employed in the Company and working as a Part Timer. I still need my QuickBooks ProAdvisor Badge in the company that I am working.

 

So if I transfer my ProAdvisor Badge to my new QuickBooks, do I still have my QuickBooks ProAdvisor Badge in my old QuickBooks?

Charies_M
Moderator

Quickbooks Online Certification

I'll be sharing some information about transferring your QuickBooks Online certification to a new account, Virtual Accountant_1.

 

Once you transfer your badge, you can no longer have it on your old account. In case you need reference on how to transfer your QuickBooks ProAdvisor badge to your new account, follow the steps below:

 

All you need to do is make sure that you have access to the ProAdvisor Training tab using your new account, then contact us to submit a transfer request.

To make sure you have access to the ProAdvisor Training tab (using your new account),

  1. From the left drop-down menu, go to ProAdvisor tab.
  2. Switch to Training tab.

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

 

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries. I'm just around to help. Take care.

Virtual Accountant_1
Level 2

Quickbooks Online Certification

Thank you for the answer!

Lovev22
Level 1

Quickbooks Online Certification

Would this option be available for my quickbooks online payroll certificate as well?

MaryLandT
Moderator

Quickbooks Online Certification

Hi there, Lovev22.

 

Yes, it should be available since you own the certificate. You'll simply need to contact our QuickBooks Live Support Team for the process.

 

You'll need to get QuickBooks Online certified to take the Payroll Certification exam. To learn more about the process, please browse this page: The first-ever QuickBooks Payroll Certification!

 

 I'm also adding this article to get answers to commonly asked questions about the QuickBooks Certification program: Frequently Asked Questions about ProAdvisor Certification.

 

Your ProAdvisor tier is tied to a point system. You gain points for doing specific things, like earning QuickBooks certifications or onboarding, new clients. Check out this site for benefits and resources that only get better as you grow: Learn more about ways you can earn points and how much you earn.

 

Keep me posted if you have follow-up questions about the QuickBooks Online Certification. Just leave a comment below and I'll get back to you.

Will998
Level 1

Quickbooks Online Certification

Hi, 

Where do I find these certifications?


ChristineJoieR
QuickBooks Team

Quickbooks Online Certification

Hello there, @Will998.

 

If you have already taken the exam, you don't have to retake an exam to get the certification. You can instead transmit your QuickBooks ProAdvisor badge.

 

Make sure your new account allows you to access the ProAdvisor Training tab. Once you've set up your new QuickBooks Online for Accountant account, you'll need to contact us to request the transfer of your certification.

 

Please use the Help icon within your QBO account to contact us, and then follow the on-screen guidelines to fulfill the requirements.

 

If you are ready to take advantage of this Payroll Certification, here's how: 

 

  1. If you don't already have a QuickBooks Online Accountant account, create one.
  2. Obtain QuickBooks Online certification.
  3. Click here if you are ready to take the Payroll Certification exam. Please note that this link is only available to QuickBooks Online certified ProAdvisor.
  4. If you require additional study materials, complete the following payroll courses before beginning the certification prep modules:

 

Please see this article for more information on QuickBooks Online Certification: Frequently Asked Questions about ProAdvisor Certification.

 

Your ideas are highly valued, and I appreciate you taking the time to share them with us. If you have any further questions, please respond to this post, and one of us will gladly assist you.

AnneB8
Level 3

Quickbooks Online Certification

Hello ChristineJoieR,

I took the QBO Payroll exam and passed five out of six sections.

When I logged in yesterday to complete the final section, it was no longer available.

It appears that I will have to start over. I thought I had a year to complete it.

Can anyone verify this? Knowing how much time I had to complete the certification would have been helpful.

When I asked about the time frame earlier this year, I was told I had a year to complete it.

If I had known it would expire in November, I may have been able to complete the last section.

I contacted the ProAdvisor help desk, but they weren't able to help me.

Also, I completed the feedback form and received a response directing me to QBO help.

I would appreciate any assistance you can provide.

 

Thank you

Ethel_A
QuickBooks Team

Quickbooks Online Certification

Hello, @AnneB8.

 

I'll share some information about QuickBooks Online certification.

 

Every year, we update the QuickBooks Online certification course. 

 

When we update the QuickBooks Online certification course, the new version completely replaces the previous one, unlike the QuickBooks Desktop certification course. When the new version is released, all the incomplete work you had done on the prior one will be gone.

 

We'll email you in advance if a new version is about to be released while you are still taking a certification exam.

 

You can check for the Frequently Asked Questions about ProAdvisor training and certification to learn more about it.

 

Know that you're always welcome to post a reply in this thread if you have any other questions about QuickBooks Online certification. I'll be here ready to assist you.

AnneB8
Level 3

Quickbooks Online Certification

Thank you for getting back to me so quickly, Ethel.

It is actually the QuickBooks Payroll Certification that I was referring to.

I apologize for the misunderstanding. 

In the past, I have received notifications when taking the QBO Certification, but

I did not receive any notifications regarding the QB Payroll Certification.

 

CharleneMaeF
QuickBooks Team

Quickbooks Online Certification

Thanks for clarifying the certification you're taking, AnneB8.

 

It's my priority to ensure you'll get a detailed explanation of why you'll have to start over.

 

I'd recommend contacting our QuickBooks Support Team. They're equipped with tools to check your account. They can determine why the certification restarted and if there's a way to restore your progress.

 

Here's how:

 

  1. Go to the Help (?) icon at the top.
  2. On the Assistant tab, click Talk to a human.
  3. Enter your concern in the Type something field, then click the send icon.
  4. Click on I still need a human.
  5. Select Get help from a human.
  6. You can either select Chat with us or Have us call you.

 

To know their availability, please check our support hours.

 

Additionally, I've added these resources that'll help you learn more about a whole new level of training and expertise to seal your expert status: 

 

 

Please keep us posted if you need additional with your certification. We're here help to help you out.

AnneB8
Level 3

Quickbooks Online Certification

Hi CharleneMae,

It appears that I will have to start over.

While my training history shows that I accessed the training materials, there is no record of my completed exams, and QBO support was unable to restore them.

Thank you so much for all your help.

iamjaborz
Level 1

Quickbooks Online Certification

same

Angelyn_T
Moderator

Quickbooks Online Certification

I appreciate you for joining the thread today, @iamjaborz.

 

To ensure I provide you with the most precise information, could you please supply more details about your concern? Are you attempting to restore your certification on a new account or something else?

I would be grateful for any further information you can provide. It would be my pleasure to assist you once more. Have a good one!

iamjaborz
Level 1

Quickbooks Online Certification

I just want to ask that I finished the 4sets of exam on my account and passed all the sets of exams. After I finished it, when I go to menu and generate the certificate, I can’t view anything. What does this mean?  

AbegailS_
QuickBooks Team

Quickbooks Online Certification

It's great to hear you completed and passed all four exams, @iamjaborz. I understand that you need assistance in viewing your certifications. I'm here to help you out. 

 

The browser's temporary internet files can cause strange behavior in the software, such as getting errors. 

 

Let's log in to a private window will help us determine whether or not this is a browser-related problem. Private browsing doesn't use extensions and stops the cache from saving your browsing history.

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • MS Edge and Firefox: Ctrl + Shift + P

If you can sign in without issues using a private window, you can return to your default browser and delete any cached files. Otherwise, use another supported browser as an alternative.

 

Then, follow the steps to view the CPE certificates:

  1. From the left menu select ProAdvisor.
  2. Select the Training tab.
  3. If you're looking for a current certification, badge or exam, select Certified, and choose Download Badge or Download Certificate.
  4. If you're looking for a previous certification, select Training & certification history.

This reference is helpful for extra information: Frequently Asked Questions about ProAdvisor Certification

 

Additionally, I've added these resources that'll help you earn Continuing Professional Education (CPE) credits through QuickBooks Online Accountant training: 

 

Let me know if you have questions about the training certification. I'm always here to help. Have a great day.

iamjaborz
Level 1

Quickbooks Online Certification

Thank you for your assistance. 
 
My account is not a pro, so I can’t find the proadvisor tab.

GebelAlainaM
QuickBooks Team

Quickbooks Online Certification

Thanks for following the thread. We hope you're enjoying the day so far. We're glad to lend a hand with managing your certification concern in QuickBooks Online (QBO), @iamjaborz.

 

We understand the importance of viewing your certificates in our program.

 

In this case, if you have tried the possible troubleshooting process in this thread to help fix the issue. If you still get the same problem, we recommend contacting our Technical support Team. That way, they can verify why you're unable to see the certificate. Also, to further guide you in resolving your concerns in a secure space.

 

Here's how:

 

  1. Go to Help.
  2. Select Contact Us.
  3. Enter your concern, then select Let's Talk.
  4. Choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Here's a quick guide for more details: Support hours and types.

 

Additionally, you may visit this article for more information on QuickBooks Online Certification: Frequently Asked Questions about ProAdvisor Certification.

 

Please post a response below if you have any other QuickBooks-related concerns. You can always count on us, @iamjaborz. We'll be happy to help you take care of it. Stay safe, and have a good one!

iamjaborz
Level 1

Quickbooks Online Certification

I already generate my certificate. Thank you for the support. 

Nicole_N
QuickBooks Team

Quickbooks Online Certification

You're welcome @iamjaborz, and thanks for updating us on this.

It's glad to hear that you're now able to generate your certificate. In case you have future tasks that you need guidance with, please feel free to visit our Help articles page. There, you can read some information that can help you in achieving your tasks.

The Community is open 24/7 if you require further assistance or have additional questions. Don't hesitate to leave a reply below. Have a good one!

iamlanie
Returning Member

Quickbooks Online Certification

Hi, I just want to ask. I completed my Level 1 Certification through the course-level exam on November 30, 2024, and passed all 5 course exams. I also received the 5 CPE credit certificates in my registered email. However, when I checked in the "My History" tab, it says there's no certification earned. I can only view my completed courses and download the CPE credits up to now. Could you please clarify what this means? Thank you.

RCV
QuickBooks Team
QuickBooks Team

Quickbooks Online Certification

The Community is here to help you access the training courses marked with CPE credits in the Certification History tab in your Proadvisor account, Iamlanie. 

 

We appreciate you verifying you received CPE credit certificates in your registered email. To better isolate the issue, we can perform some troubleshooting steps to see if the issue is within your browser when accessing the History tab. We can open a private or incognito window in the browser to open your account with a clean slate and load fresh data. Here's how:

 

  • Mozilla Firefox / Internet Explorer: Press CTRL Shift P
  • Safari: Press Command Shift N
  • Google Chrome: Press CTRL Shift N

 

Once done, access your Certification History again. To learn more about earning Continuing Professional Education (CPE) credits through QuickBooks Online Accountant training, check out this article: Get CPE credits for ProAdvisor training courses.

 

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime data collection can create corruption, and we can remove this will fix the issue. You can also use supported, up-to-date browsers to rule out the possibility of a browser-related issue.

 

I'm adding this article to get answers to commonly asked questions about the QuickBooks Certification program: Frequently Asked Questions about ProAdvisor Certification.

 

Moreover, you can check out this link to gain points for doing specific things, like earning QuickBooks certifications or onboarding new clients: Learn more about ways you can earn points and how much you earn.

 

Keep me posted if you have follow-up questions about the QuickBooks Online Certification or any Proadvisor-related concerns. We've got you covered every step of the way, Iamlanie.

iamlanie
Returning Member

Quickbooks Online Certification

HI, I got my badge and certificate already. Thank you for your assistance.

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