QuickBooks Step-by-Step Guide: Become a QuickBooks ProAdvisor

Are you looking for a way to become a certified QuickBooks ProAdvisor? QuickBooks is the most popular bookkeeping and accounting software for small businesses, and becoming a ProAdvisor is an excellent way to boost your credentials and make yourself more attractive to potential clients. Becoming a ProAdvisor isn’t a difficult process, but it does require an understanding of the QuickBooks platform and the ability to demonstrate a thorough knowledge of the software. 

This step-by-step guide will provide you with the information you need to become a certified QuickBooks ProAdvisor. You’ll learn how to register, the required qualifications, what you should do to pass the certification exam, and more. With the help of this guide, you’ll be ready to become a QuickBooks ProAdvisor in no time!

What is QuickBooks and how does it work?

If you’re an accounting professional,  that’s certain you will have heard of QuickBooks, which is a type of accounting software that allows you to monitor income and expenses of your business and to organize financial information. Its major function is to transfer financial activity from the sales channels used by a business to the books. 

In order to streamline this process, you can integrate QuickBooks  with Synder. Once connected, this software automatically synchronizes activity from different platforms with QuickBooks with no human intervention, which eliminates the risk of manual data entry mistakes. It means that Synder acts like a bridge between sales channels, payment gateways and QuickBooks, supporting both Online and Desktop versions. Synder currently boasts 25 integrations with different sales platforms like Amazon or Shopify, and payment gateways like Stripe or PayPal, with new integrations regularly added on demand. That’s why a lot of QuickBooks users choose to combine QuickBooks software with Synder.

If you want to learn more about working with QuickBooks, check out the articles “Syncing Customer Data To Quickbooks: A Feature Overview” and “4 Common Quickbooks Issues That Can Be Solved by Third-Party Applications Easily” .

What is a QuickBooks ProAdvisor?

A QuickBooks ProAdvisor is a certified individual who is knowledgeable about using QuickBooks software and provides support and advice to QuickBooks users. In other words, ProAdvisors are highly trained professionals who have the necessary skills and experience to assist clients in their use of QuickBooks and related services. They can help clients with the setup, maintenance, and use of the software. In addition, ProAdvisors can assist with training QuickBooks users and provide ongoing support.

The ProAdvisor Program is run by Intuit and is open to any individual or organization with expertise in using QuickBooks. To be eligible for becoming a ProAdvisor, you must have certain skills and qualifications described below.

Requirements for becoming a QuickBooks ProAdvisor

In order to become a certified ProAdvisor, you must meet the following requirements:

  • You must have a minimum of two years of experience in accounting, bookkeeping, or related fields.
  • You must be able to demonstrate a thorough knowledge of the QuickBooks software and its features.
  • You must be able to pass the QuickBooks ProAdvisor Certification Exam.

These requirements ensure that certified QuickBooks ProAdvisors do have the necessary experience and expertise.

How to register for the QuickBooks ProAdvisor program

The first step to becoming a QuickBooks ProAdvisor is to register for the program. You can do this by going to the QuickBooks ProAdvisor website and creating an account. Once your account is created, you’ll be able to access the ProAdvisor program and its resources.

When registering for the program, you’ll be asked to provide information such as your name, address, and contact information. You’ll also need to provide information about your experience and knowledge of QuickBooks. 

After completing the registration process, you’ll get an activation code to confirm your registration.

Preparing for the QuickBooks ProAdvisor Certification Exam

Once you’ve registered for the program, the next step is to prepare for the certification exam. The exam consists of multiple-choice questions and covers topics such as setting up and managing QuickBooks, managing accounts, tracking inventory, and other aspects of QuickBooks. It’s recommended that you take a course of study that covers the topics in depth in order to ensure that you’re prepared for the exam.

Additionally, you should do practice tests to familiarize yourself with the types of questions that will be asked during the real exam. Doing these tests will help you identify the areas in which you need to improve and will give you an idea of what to expect.

Taking the QuickBooks ProAdvisor Certification Exam

After preparation, you can take the exam by logging into your ProAdvisor account. The exam consists of 100 multiple-choice questions and you must answer all of them correctly in order to pass. There’s a strict time limit and you must complete the exam within the allotted time.

If you’re unable to pass the exam on the first attempt, you’ll have two more attempts to do that. If you still can’t pass it, you’ll be able to retake the exam after six months.

Tips for passing the QuickBooks ProAdvisor Certification Exam

Passing the QuickBooks ProAdvisor Certification Exam can be challenging but not impossible. Here are a few tips to help you prepare for the exam and be a success:

  • Read and understand the materials: Make sure you carefully study the materials and topics that are covered and have a thorough understanding of the concepts before taking the exam.
  • Do practice tests: Doing practice tests is a great chance to answer sample exam questions and get to know what will be asked on the actual exam.
  • Make a study plan: Having a plan for studying will help you stay on track and ensure that you are prepared for the exam.
  • Manage your time: Make sure you organize your time effectively in order to complete the exam within the allotted time.
  • Take breaks: Taking regular breaks can help you stay focused and improve your concentration.
  • Study related literature: There are a number of  books available that cover the topics of  the QuickBooks ProAdvisor Certification Exam. They can also be of great help when you prepare for the exam.
  • Take an online course: There are a number of distance learning courses available that provide an in-depth look at the topics covered on the exam and can be a great way to get fully prepared.

How to promote your QuickBooks ProAdvisor status

When you’ve finally become a QuickBooks ProAdvisor, you should take steps to promote your status. You can do this by adding the QuickBooks ProAdvisor logo to your website and social media profiles, using the logo in your email signature, and mentioning your ProAdvisor status in your communication with clients.

In addition, you should also make sure to take advantage of a variety of resources provided by Intuit that help ProAdvisors promote their services, including marketing materials and social media support.


Becoming a QuickBooks ProAdvisor is a challenging task that takes time and effort. You must meet certain requirements, have a certain level of expertise and take a demanding certification exam. However, once you’re through this selection process, you get a good chance to make yourself stand out and reach more clients. 

And to save yourself precious time for getting ready for the QuickBooks ProAdvisor Certification Exam, it’d be wise to automate your daily repetitive tasks with the help of Synder software that provides an automatic sync of your clients’ transactions with QuickBooks. Synder demonstrates  the perfect combination of machine accuracy with human approach. Experience it yourself by getting a free trial or  booking a demo to learn how to make the most of your accounting practices. 

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