Starting from Scratch

MRV_Books · ‎February 07, 2023

I am using QuickBooks Accountant Online. While my business was starting, I used the account to run her books instead of mine. I've now gotten her a subscription to Self-Employed and need to start my business at the beginning of this year, however I have her expenses and income muddling my own books.

I know I can't "purge" it as the account is over 60 days old.

I need to start from scratch. I need to create a new account. Can I create a new firm and use my same intuit account? Since I took my ProAdvisor exam on this account, will I lose it or can I transfer it to a new account?

AileneA · ‎February 07, 2023

Hello, MRV_Books.

Yes, you can create a new account using your existing Intuit credentials. Then, I suggest reaching out to our ProAdvisor support to help you transfer the certificate.

Here's how:

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

Also, you can check your active certification by going through, Team, then the Training tab, and choosing training and certification history.

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

Please don't hesitate to get back to me If there's anything you need assistance with regarding your certification in QBO.

MRV_Books · ‎February 07, 2023

I'm having difficulty creating a new account using my credentials. Whenever I try to do so, it tells me that the username is taken and asks me to either recover the account or sign in.

If I log in, I can't find anywhere to create a new account.

If I log in via Intuit, I can't find anything there to create a new firm.

DebSheenD · ‎February 07, 2023

Hello there, @MRV_Books.

Let me make it up to you by making sure you'll get a new QuickBooks account. I know this hasn't been an easy process for you when creating an account.

I'd like to reiterate the information by my colleague AileneA QuickBooks Community has limited access and tools so I suggest you reach out to our QuickBooks Online Accountant and ProAdvisor Support. They can take a look at your account and fix this issue.

Here are some articles for additional information about QuickBooks Online Accountants:

I appreciate your patience on this matter. I'm only a few clicks away if you need assistance with your other QuickBooks tasks. It's always my pleasure to help you out again.

Topics

Training

Community

Resources

Starting from Scratch