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How can I change my surname on the Pro Advisor Certificate that was issued?

 
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QuickBooks Team

How can I change my surname on the Pro Advisor Certificate that was issued?

You'll have to update your surname on your ProAdvisor profile, @rozann-accountin

 

The name on your ProAdvisor certificate is taken directly from your profile. Your Profile page organises your account information into different sections. As a QuickBooks Online (QBO) advisor, you can publish, edit, and improve your profile to increase your potential clients. To change your surname, here's how:

  1. Go to the Profile icon next to the Gear icon.
  2. In the Profile page, select Edit to the section you want to modify.
  3. Change your surname.
  4. Select Save.

 

I've attached a screenshot that shows the first two steps.

 

After changing, you can select Preview your public profile to view the changes you made. Once done, you can then reprint your certificate with the correct surname.

 

Additionally, you can improve your ProAdvisor profile. This way, you can make it more attractive and appealing to your prospective clients. To learn more about it, you can check out this article's Improve your profile section: Publish and manage your Find-a-ProAdvisor profile. It also includes information about your profile's limitations.

 

I'm also adding this article for the answers to the most frequently asked questions about your profile and your account's verification process: Advisor profile FAQs.

 

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