QuickBooks ProAdvisor Program Adds New Resources, Features, and Training Courses

QuickBooks ProAdvisors are well known for their skills and expertise in all-things QuickBooks. They also have a deep commitment to growing their firms in dynamic ways and serving as trusted advisors to their clients. The ProAdvisor team at Intuit is constantly listening to feedback from accounting professionals to ensure the program’s benefits – including training, resources and tools – continue to meet the needs of its members, especially during these unprecedented times.

Here are several new resources, features, and trainings (all accessible via the ProAdvisor tab in QuickBooks Online Accountant) that increase your knowledge while helping you better advise your clients and scale your impact.

New Resources

ProAdvisors have immediate access to several new resources (accessible via ProAdvisor > Benefits) to help them manage their business and assist their clients during COVID-19. These include the following:

• A cash flow continuity playbook with forecasting tools, industry best practices, and resources, with the goal of staying cash positive for the next few months. The playbook was created as a way for you to quickly assess your clients’ cash situation and advise them during this time.
• A cash flow planner spreadsheet that can help your clients with important decisions on managing their cash for the next few months.
• Landing pages with resources for accountants (https://proconnect.intuit.com/coronavirus/) and small businesses (https://quickbooks.intuit.com/small-business/coronavirus/).

Also new: ProAdvisors can download a badge for their current ProAdvisor tier level (Silver, Gold, Platinum, or Elite) to display on their website and on co-branded materials. The badges allow members to showcase their ProAdvisor certification level to peers, clients, and prospective partners. Included with the badges are new branding guidelines available to help members build their brand. To view and download, use the menu sidebar to navigate to ProAdvisor > Benefits > Digital ProAdvisor badges > Download.

New training courses

With travel currently difficult for many of us, the ProAdvisor team is creating additional educational offerings to help ProAdvisors stay at the top of their game. These include great training opportunities, including “Bookkeeping Principles,” a new class on bookkeeping fundamentals where attendees can understand the role of the bookkeeper, why the role is important, and key concepts on transaction entry and financial statement.

There will be other new training courses and updates as well, so check back often for updates (ProAdvisor > Training).

Certification Enhancements

On top of running their practices, keeping up with their own certifications – and ensuring their team members are certified – has been difficult. Now, ProAdvisors can see which team member is certified, which certifications they have, and when their certification expires.

Reminder: Annual recertification season opened April 20 and is open through August 31, 2020. The original deadline of June 30 has been extended by two additional months to better support ProAdvisors during this unprecedented time, allowing them to clear the new tax deadline of July 15 and focus on clients.

More information can be found on Intuit’s Firm of the Future article (https://www.firmofthefuture.com/content/quickbooks-online-2020-recertification/).

Not a member of the ProAdvisor program?

The ProAdvisor Program is available to all accounting professionals using QuickBooks Online Accountant. When you create a QuickBooks Online Accountant login, you’ll belong under a QuickBooks Accountant firm and will automatically be enrolled under the firm’s ProAdvisor Program account. Each firm has its own ProAdvisor Program account. Sign up for free today!