This, however, isn’t a general reflection of QuickBooks’ customer support, as it still depends on the quality of customer service you receive from the agent assigned to you. Moreover, another reviewer wishes that the receipt capture was easier to use. When you add clients, you can make sure they’re set up with the right QuickBooks products and services for them, from the start. David Wickenberg, CPA and Partner at KWB Chartered Professional Accountants, shares their firm’s journey to the cloud and how QuickBooks Online has helped them find more clients and offer new services.
Intuit Rate Survey: COVID-19’s impact on accounting p…
Learn about the latest updates to QuickBooks so you can keep working efficiently while delivering more value to clients. Join a live webinar or catch episodes on demand to learn about our latest innovations. Drive revenue and increase value with updated generalist and specialist certifications. Share tutorials and webinars that can help your clients get the most out of QuickBooks. QuickBooks Online Accountant could have earned a better rating if it provided direct phone support without the need gross vs net for a callback or waiting in a queue. Currently, you have to send a request first, and an agent will call you back when they are available to assist you.
Intuit Professional Contact and Support
Scale confidently with multi-entity management designed to enhance productivity and profitability for the most complex operations. QuickBooks Online ProAdvisors need to recertify by June 30 each year to maintain their active status. This involves fulfilling continuing education requirements and passing any updated certification exams.
Let prospective clients know you’re an expert
Meanwhile, if your client wishes to manage their own billing, then you can still give them Direct Discount. Accounting professionals seeking information about the QuickBooks Online Accountant pricing structure will be glad to know that the platform is available for free. A subscription includes a portal to your clients’ books and QuickBooks Online Advanced, which you can use for your firm’s books. Since you have free access to the QuickBooks Online ProAdvisor program, you can serve your clients regardless of the QuickBooks Online product they use.
This approach allows us to customize our reviews and provide more relevant insights and recommendations tailored to the unique needs of your accounting firm. No, your clients are not able to see the discount price Intuit is proadvisor billing you for ProAdvisor (firm-billed) subscriptions. As a QuickBooks ProAdvisor, you’ll earn points and rewards for things you already do, like adding clients, completing training, and getting certified. It includes the certification badges you have earned, an “About me” section, the number of years in business, the services you offer, any industries that you have experience in, and your social media links.
- We’re also introducing firm growth consultation to help identify opportunities and devise strategies to scale your business.
- We’ve added more benefits across all the tiers, without removing any of the benefits you enjoyed prior to this launch.
- A subscription includes a portal to your clients’ books and QuickBooks Online Advanced, which you can use for your firm’s books.
- Accruing tax liabilities in accounting involves recognizing and recording taxes that a company owes but has not yet paid.
- You can review your answers for a particular section before confirming the submission.
- You can download your certificate and badge directly from QuickBooks Online Accountant.
Change the QuickBooks timeout feature by going to Gear / Company Settings / Advanced / Other preferences / sign me out. This will allow you to work through the exam without QuickBooks logging you out. You have to finish that section once you start or your work will be lost. The training outline helped us find the areas of the training that mapped to the exam questions. While we were taking the exam, it helped us find the section in the training we needed to go to. The QBO training is eight sections, made up of 48 individual lessons.
- The slight dip in its score is due to some advanced functionality that may be overwhelming for new users, including fixed asset accounting—which is a new feature of QuickBooks Online Accountant.
- It’ll be helpful if you have a basic understanding of general accounting principles and knowledge of the QuickBooks Online Accountant system.
- The new ProAdvisor Preferred Pricing program is exclusively for accounting professionals, and includes our only ongoing discount option available for QuickBooks Online and all related QuickBooks products and services.
- See if it’s worth signing up after reading our detailed QuickBooks Online Accountant review.
- ProAdvisor Academy gives you the tools to get the most out of QuickBooks so you can serve your clients better and grow your firm.
Step 4: Receive Your Certification
QuickBooks Online Accountant offers plenty of features to help accountants better manage their clients’ books, including client management, project management, and books review. It would have earned a perfect score if it had a dedicated document management feature, which we believe is useful for firms that manage a large volume of client files. The ProAdvisor Preferred Pricing program is available for new QuickBooks Online, QuickBooks Online Payroll and QuickBooks Time subscriptions only. If a QuickBooks Online Accountant account assumes the billing for an existing subscription, they are charged the then-current list price without additional discounts. The new ProAdvisor Preferred Pricing program is exclusively for accounting professionals, and includes our only ongoing discount option available for QuickBooks Online and all related QuickBooks products and services. The benefits of QuickBooks ProAdvisor certification are much more extensive.
For clients who prefer to pay for their subscriptions themselves, you can pass on an exclusive discount available only through you. Intuit may terminate these terms or the Revenue Share Program or modify the terms of the Revenue Share Program for any reason and at any time, at Intuit’s sole discretion, without notice. Terms, conditions, pricing, special features, and service and support options are subject to change without notice. Discount and list price subject to change at any time at Intuit’s sole discretion. If you add or remove services, your subscription fees will be adjusted accordingly.
QuickBooks Online Accountant is a cloud-based accounting practice management software designed for accounting professionals managing clients who use QuickBooks Online. The platform provides direct access to clients’ books, which is essential for managing client transactions, reviewing books, and making adjustments. In addition to accountant-only tools, it includes QuickBooks Online Advanced, which you can use for your own firm. We understand the importance of a reliable monthly bill for you and your clients, which is why we are offering the ongoing monthly discount to accounting professionals via the ProAdvisor discount.