QuickBooks Cloud ProAdvisor ProgramFrequently Asked QuestionsQ1: How is the QuickBooks Cloud ProAdvisor Program different from the QuickBooks ProAdvisorProgram?The QuickBooks ProAdvisor Program, includes all the benefits offered in the QuickBooks CloudProAdvisor Program, and much more. All of the following are benefits included in the QuickBooksProAdvisor Program not available to Cloud ProAdvisor Program members:1. Access to the latest/most recent version of ‘QuickBooks Accountant’ ( 499.95 value)2. QuickBooks Enterprise Solutions for Accountants 13.0 with Advanced Inventory ( 1,648 value)3. QuickBooks Point of Sale Pro ( 1,599 value)4. QuickBooks for Mac ( 249.95 value)5. Access to the ProAdvisor iPhone app6. Exclusive discounts for clients and colleagues on desktop versions of QuickBooks (Accountant,Pro, Premier, etc.)7. U.S.-based expert support via phone, with certification8. CPE Training and Certification on QuickBooks Accountant, QuickBooks Enterprise Solutions,QuickBooks Point of Sale9. Exclusive access to Advanced QuickBooks Certification10. Additional certifications available to QuickBooks ProAdvisors means that they are able to rankhigher on the Find-a-ProAdvisor directory (dependent on certifications and number ofcertifications taken)11. Exclusive offers and discounts on other Intuit Software (QuickBooks Merchant Services,Professional Tax Software, etc.)12. Special offers on Apps and more.Q2: If I am an active QuickBooks ProAdvisor, can I sign up for the Cloud ProAdvisor program?You don’t have to sign up for the Cloud ProAdvisor Program separately if you are already an existingQuickBooks ProAdvisor. The ProAdvisor Program includes both desktop and cloud benefits. YourQuickBooks ProAdvisor Program membership already provides you with all of the Cloud programbenefits, except for one: Turnkey marketing tools to create and launch professional email and onlineadvertising campaigns for your clients and prospects. This benefit is new, and is now included in theProAdvisor Program! In order to access the new turnkey marketing tools:1. Log in to your ProAdvisor member website.2. From the top navigation, hover your mouse on “My ProAdvisor”.3. Under “Practice Resources,” click on “Marketing & Growth”4. From the “Marketing & Growth” select “Work the Cloud”
5. On the “Work the Cloud” page, scroll down to the “Turnkey Marketing Tools” link and click onthe “Launch” buttonQ3: What is QuickBooks Cloud ProAdvisor Program?The QuickBooks Cloud ProAdvisor Program is a free cloud based program for accounting professionals. Itis designed to enable accounting professionals to launch and grow their cloud-based/online practice.Members of the program receive a number of free benefits, including cloud-based software (QuickBooksOnline Accountant, discounts on Intuit Tax Online and Intuit Online Payroll for Accountants),certification and advanced training on QuickBooks Online and Turnkey Marketing Tools to helpaccounting pros reach more clients, and chat support.Q4: Who is the QuickBooks Cloud ProAdvisor Program for?This program is designed for Accounting Professionals who are:1. Looking to move their practice to the cloud/launch their practice in the cloud (Supportingpredominantly QuickBooks Online clients)OR2. Are already in the cloud, and are looking to grow their QuickBooks Online client baseThis Program is not suitable for Accounting Professionals who:1. Are serving / looking to serve only desktop clients.2. Don’t use/plan on using QuickBooks Online Accountant to service Small Business clients onQuickBooks Online.Q5: What are the benefits of joining the QuickBooks Cloud ProAdvisor ProgramFollowing are the benefits included in the Cloud ProAdvisor Program:1. Free cloud-based software and discounts includinga. Free QuickBooks Online Accountant to better serve your QuickBooks Online clientsanytime, anywhereb. Five free returns on Intuit Tax Onlinec. Free access to Intuit Online Payroll for Accountants (IOP4A) for one year2. Certification and advanced training on QuickBooks Online:a. QuickBooks Online certificationb. QuickBooks Online training3. Turnkey Marketing Tools to reach new clients:a. Listing on Find-a-ProAdvisor directory, with certificationi. Includes search engine optimization (SEO) for your online profileb. Turnkey marketing tools to create and launch email and online advertisingcampaigns4. Chat support
Q6: Do QuickBooks Cloud ProAdvisor Program members get to download any of Intuit’s Softwareproducts (Such as QuickBooks Pro or QuickBooks Premier)?The Cloud ProAdvisor Program is a cloud/online-only program, and so members don’t get access todesktop software products such as QuickBooks Pro or Premier.Members will get QuickBooks Online Accountant for FREE.Q7: Will I have access to the ProAdvisor iPhone app, as a Cloud ProAdvisor?As a Cloud ProAdvisor, you will not be able to log in to the ProAdvisor iPhone app (Although you candownload and install the app, you will not be allowed to login without a valid/current QuickBooksProAdvisor membership.The ProAdvisor iPhone app features / functionality are more relevant to the QuickBooks ProAdvisorprogram and so Cloud ProAdvisor Program members are not allowed access to the app at present.Q8: How does one sign-up for the QuickBooks Cloud ProAdvisor Program?There are three ways in which a prospective QuickBooks Cloud ProAdvisor (Current non-ProAdvisors)could join the program.1. Existing QBOA users: Existing QBOA users are already automatically signed up for theQuickBooks Cloud ProAdvisor Program. In order to access their benefits, they have to click onthe Cloud ProAdvisor banner within QuickBooks Online Accountant (In the left panel,underneath the “What’s New” section). Alternatively, they can log in to the Cloud ProAdvisormember website with their QBOA credentials. On their first login attempt, they may be askedfor their first name and last name. (Cloud ProAdvisor member website sign-up/sign-in or/login.jsp )2. Existing Intuit Customers, but non-QBOA users: Existing customers who have an Intuit Account(Lacerte/ProSeries users, TurboTax users, former QuickBooks ProAdvisors, etc.), can directly loginto the Cloud ProAdvisor Program member website with their Intuit Account credentials. Ontheir first login attempt, they may be asked for their first name and last name. (Cloud ProAdvisormember website sign-up/sign-in page: in.jsp )3. New to Intuit/A.I users: Users who don’t have an existing Intuit Account will have to explicitlysign-up for the program by completing a simple sign-up form here: (Cloud ProAdvisor memberwebsite sign-up/sign-in page: gin.jsp )Q9: How do QuickBooks Cloud ProAdvisor Program members access their program benefits?QuickBooks Cloud ProAdvisor Program member benefits can be accessed from the program memberwebsite, that requires a log-in (credentials that they sign up with in Q8 above, or existing QBOA/otherIntuit Account credentials). Users go to the benefits page on the member website in one of two ways:
1. By clicking on the Cloud ProAdvisor Program banner in QBOA.OR2. By logging into the member website (Cloud ProAdvisor member website sign-up/sign-in or/login.jsp )Q10: How do QuickBooks Cloud ProAdvisor Program members access QuickBooks Online Accountantfor FREE?1. Log in/sign in to the Cloud ProAdvisor member website as described above.2. Scroll down to the “Cloud-Based Software” section and under QuickBooks Online Accountant,click on “Launch Product”.3. You will be automatically signed in to QuickBooks Online Accountant (No sign in to QBOArequired)Q11: How do QuickBooks Cloud ProAdvisors take the QuickBooks Online training and certification?1. Log in/sign in to the Cloud ProAdvisor member website as described above.For Training:a. In the ‘QuickBooks Online Certification & Advanced Training’ section, click on “Training”to access QuickBooks Online training.b. This will take you to the ProAdvisor Course Locker.c. On the course locker, click on “NEW! QuickBooks Online 2013 Certification Exam” toexpand the individual trainings for QuickBooks Online.d. Click on individual course links to access the various training modules.For Certification:a. In the ‘QuickBooks Online Certification & Advanced Training’ section, click on “TakeExam” to launch QuickBooks Online certification.b. This directly opens the certification exam.Q12: After completing the exam, how does a Cloud ProAdvisor print his/her certificate? How do theydownload the QuickBooks Online certification badge?A. Certificate:To print their certificate after passing the exam, a Cloud ProAdvisor should:1. Log in to the Cloud ProAdvisor member website.2. In the ‘QuickBooks Online Certification & Advanced Training’ section, click on the “GetCertificate” link to take them to the ProAdvisor Course Locker.3. Scroll down to the “My Completed Certifications” section.
4. In the “Your Courses Completed” table, look for the “QuickBooks Online Certification Exam”.Under the “Action” column for this certification, click on the “Display CompletionCertificate” link/action.This will open up the completion certificate in a pop-up window.B. Badge:1. Log in to the Cloud ProAdvisor member website.2. In the ‘QuickBooks Online Certification & Advanced Training’ section, the “Take Exam”button text changes to “Get Badge.” Click on “Get Badge.”3. This will open up a pop-up Window with the high-res version of the logo in various fileformats. Cloud ProAdvisors can download their logo in the format of their choice.Q13: How does a QuickBooks Cloud ProAdvisor get listed on the Find-a-ProAdvisor directory?After completing your QuickBooks Online certification, follow these steps to publish your profileon the Find-a-ProAdvisor directory.1. Log in to the Cloud ProAdvisor member website.2. In the ‘Marketing Tools’ section, under ‘Create an Online Profile to Attract New Clients’, clickon “Edit Your Profile.”3. This opens the “ProAdvisor Profile Form” in a new tab on your browser.4. Fill up the form with the relevant details about you and your practice. Click the “PublishProfile on the Web” check box.5. Click on ‘Save Changes.’6. This will publish your profile on the Find-a-ProAdvisor directory.Please note that, even though you can edit and publish your profile before completing thecertification, your profile will be made public (visible to small businesses) only after you havecompleted your QuickBooks Online certification.
a. Free QuickBooks Online Accountant to better serve your QuickBooks Online clients anytime, anywhere b. Five free returns on Intuit Tax Online c. Free access to Intuit Online Payroll for Accountants (IOP4A) for one year 2. Certification and advanced training on QuickBooks Online: a. QuickBooks Online certification