Learn how to publish your Advisor profile.
Put your Advisor profile on the find an Advisor website to attract more business. Lead with your experience, skills, specialisations, and QuickBooks certifications so you connect with the right clients. Here's how to create and publish your Advisor profile so you can attract new leads.
Step 1: Sign up for QuickBooks Online Accountant
Step 1: Become an Advisor
If you haven't already, create a QuickBooks Online Accountant firm. This is where you and your team can collaborate. You’re also eligible for ProAdvisor Program benefits, training, and certification.
You also need to have a valid QuickBooks Online certification. To see the latest Advisor requirements, including points and tiers, check out the Advisor website.
Step 2: Create your ProAdvisor profile
- In QuickBooks Online Accountant, select the Profile icon next to Settings ⚙.
- Select Go to ProAdvisor profile to create your profile.
- Review the info in each section. Select the Edit ✎ icon to update a section, then select Save.
- Select Preview to see what your profile will look like on the find an Advisor website.
Tip: Double-check your firm's business address. This improves the accuracy of search results for clients in your area.
Step 3: Confirm and publish your ProAdvisor profile
Before you can publish your profile, we need to verify your eligibility and identity (ID):
- In QuickBooks Online Accountant, select the Profile icon next to Settings ⚙.
- Select Publish profile.
- Fill out the requested info.
- Upload a copy of a valid government-issued ID. Tip: Make sure the image is clear and easy to see, uncropped, and in the correct format (PNG, JPG, or PDF).
- When you're done, select Submit.
Once we confirm your info, we'll publish your profile on the find an Advisor website.
Update and enhance your ProAdvisor profile
Do you have new skills or qualifications you want to add to your ProAdvisor profile? Or you simply want to update your info? You may do so in QuickBooks. This helps you stand out among the other bookkeepers and increase your chances of getting more clients.
Get the latest QuickBooks Online Accountant info on the Firm of the Future blog.
See your ProAdvisor leads
View messages and respond to potential clients who contact you through the Find a QuickBooks ProAdvisor website.
Step 4: Edit your Advisor profile
Need to update your profile? Want to make it stand out? Here's how to edit and enhance your Advisor profile.