QuickBooks Advisor program member guide for brand use

• You may provide QuickBooks product support, implementation, set-up/consulting.
• You may not provide accounting or tax advice outside of jurisdictions where you have no expertise/regulatory knowledge.
• Paid phone-based technical support shouldn’t be the primary focus of an Advisor’s business.
• You aren’t authorised to provide use of an Intuit Product in an application service provider, online hosting, or another similar arrangement unless they are a participant in Intuit’s Commercial Hosting Program.
• This Program is not designed for independent call-centre-based technical support.

1. You need to operate under your own business name, which shouldn’t include any Intuit brand, brand element or phonetic equivalent in the name or branding of your business, business source identifiers or any other materials.
   

   Intuit Brands List may not be exhaustive	Intuit Brand Elements List may not be exhaustive	Phonetic Equivalents Not exhaustive
   QuickBooks QB QBO QBOA Advisor Intuit	Quick Intui Tuit Q (when it stands for QuickBooks, for example: QSavings)	Qwik QuBee Kwik

2. Your URLs shouldn’t contain any Intuit brand or brand element, for example, you can’t use www.quickbookssupport.com, www.qbsupport.com or www.quicksupport.com etc.
3. You should display the following notice on any materials where the Intuit/QuickBooks name is mentioned:
   “Intuit, QuickBooks, and QuickBooks Advisor are registered trade marks of Intuit Inc. Used with permission under the QuickBooks Advisor Agreement.”
4. You should operate your business under one company name so you can build brand recognition with your existing and prospective client. If you operate under more than one business name while participating in the Program, notify Intuit.
5. You should not brand your support or services. “QuickBooks”, only support and services provided by Intuit can be branded “QuickBooks.” This includes, but is not limited to, on websites, marketing and promotional materials, and in domains.
   • Improper use: QuickBooks Support, QuickBooks Services, QuickBooks Training etc.
   • Proper use: Support for QuickBooks, ABC Company Services for QuickBooks Users, XYZ Company Training for QuickBooks Users, etc.

1. Your business or company logo should be unique to your business. It shouldn’t contain, be similar to, an imitation of, or an alteration of an Intuit logo.
2. Your business or company name/logo should appear at the top of your website so your clients quickly recognise you. Intuit brands, logos, and badges shouldn’t appear at the top of your website.
3. Your business name/logo should appear larger than any Inuit brand or Intuit logo, this includes Program badges or authorised logos you display on your website, emails, invoices or marketing materials, under the QuickBooks Advisor Program Agreement.
4. You should not place the QuickBooks brand next to your company logo.
5. You may use the Intuit QuickBooks logo only when it is used on materials that prominently display your company’s logo. Use of the QuickBooks logo is only permitted to refer to QuickBooks products. It should not be used to describe a company’s services.
6. It is not permissible to use the “Intuit” logo.
7. You are permitted to use the Intuit-provided QuickBooks Advisor badge so long as you have the corresponding valid certification and are complying with the terms of the Agreement.
8. You shouldn’t stretch or alter the Intuit-provided Certified QuickBooks Advisor logo.
9. Your website shouldn’t contain any Intuit website design elements from any Intuit website nor any photographs from an Intuit-owned website.
10. When referencing QuickBooks, you ought to display it in plain text as set forth below:
    “QuickBooks software.”

1. You may only use the following approved phrase(s) to promote, advertise, market or communicate your Advisor status:
   "QuickBooks Advisor Program Member" or "Member of the QuickBooks Advisor Program"
   1. You shouldn’t promote, advertise, market or communicate yourself as an "Intuit Certified Advisor".
   2. Instead, any such statements or claims must always include "QuickBooks", not Intuit. When promoting your personal credentials, you can use your own name followed by the term "Certified QuickBooks Advisor", for example, "Jane Smith, QuickBooks Certified Advisor", only if you are certified and have passed the certification courses.
2. You must be honest about your relationship with Intuit. When you promote, advertise, market or communicate in any manner, you shouldn’t state or imply that you are affiliated with Intuit in any way beyond your membership in the Advisor Program.
   1. It is not permissible to represent your company as a "Partner" of QuickBooks.
   2. It is not permissible to represent your company as "[The/An] Official Certified Advisor".
3. You can’t state, imply, promote, advertise, market or communicate in any manner that you are working for or on behalf of Intuit (or QuickBooks or any other Intuit offering) or an exclusive partner of Intuit. For example, you can’t state or imply that you or your staff are employees or representatives of Intuit or official outsourcing partners of Intuit, i.e. you shouldn’t answer the phone "QuickBooks Support", you must state your own business name.
4. QuickBooks Certification is tied to the individual who underwent the certification process and may not be transferred to another individual. Therefore, you may only represent yourself as a QuickBooks Certified Advisor if you, yourself, have passed the certification. If an employee of your business represents themselves as QuickBooks Certified Advisor, they themselves must first pass the relevant certification course and meet all other applicable criteria.

(Including sponsored, native, and website advertising.)

1. Advertisements should clearly display your business name/brand name as the primary element in the ad.
2. Ad and website titles should lead with your own business name or brand, or with an industry descriptor and shouldn’t lead with Intuit Brands.

   For example, the titles shouldn’t use “QuickBooks”, “QB,” or “Intuit” as the primary element (for example, shouldn’t say “QuickBooks Support” instead, it should say “XYZ Company - Support for QuickBooks”).

3. Ads for services shouldn’t solely be for paid phone-based technical support.
4. Visible URLs shouldn’t contain “QuickBooks”, “QB,” “Intuit,” or any other Intuit Brand or brand element before the root domain or within the root domain, or any terms that appear before the “.com”. For example, you shouldn’t use “quickbooks.XYZbusinessname.com” or “quickbooksXYZbusiness.com” as your visible URL.
5. You need to negative match for the following keywords: “QuickBooks”, “QuickBooks Online,” “QB,” and “QBO” and should only bid on keywords with a value-add statement, for example: “QuickBooks Set-Up.”

1. You should disclose the following legitimate business information on your website:
   • The business name, the physical location and street address of the business and accurate contact information;
   • The territories you serve; and
   • The services you provide
2. You shouldn’t promote, advertise, market or communicate your services as being primarily focused on paid phone-based technical support.