Learn how to edit and improve your ProAdvisor profile so you get even more leads.
Make your ProAdvisor profile stand out on the Find-an-Advisor. Keep it up-to-date and lead with your experience, skills, specialisations, and certifications. Adding the right details can make your firm more appealing to new potential clients. Here's how to edit and enhance your ProAdvisor profile.
To see the latest ProAdvisor requirements, check out the ProAdvisor website.
Step 1: Edit your ProAdvisor profile
- In QuickBooks Online Accountant, select the Profile icon next to Settings ⚙.
- Review your profile.
- Select the Edit ✎ icon to update the info in any section. Then select Save.
Tip: Double-check your firm address. This improves the accuracy of search results for clients in your area.
- Select Preview to see what your profile will look like on the Find-an-Advisor website.
Keep in mind, it can take up to an hour for updates to appear in search results.
Step 2: Enhance your profile
To increase visibility to your ProAdvisor profile, log into accounts.intuit.com and verify your information. Make sure your name and contact information match what you want displayed on your ProAdvisor profile.
There are useful tips for making improvements on your ProAdvisor profile page. Look for personalised messages in the Profile strength and Improve your profile sections.
Also keep an eye on the Performance section, especially after you make changes. See if you get more views, leads, or inquiries.