Clients aren’t notified of a firm’s participation in the revenue-sharing program. An Intuit spokesperson said that they don’t notify a firm’s clients because they want to give firms the choice to either disclose or not disclose to their clients their participation in this program. Firms can inform their clients about their participation in the revenue share program if they wish to do so. The ProAdvisor Program enables accounting pros to grow their firm, skills and QuickBooks expertise by providing benefits including training, customer care, strategic marketing tools, and accountant specific product discounts. 24/7 support resources are available for Premium levels that include scheduled callback and digital self-help resources. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control.

Advisory training

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. When they get access, they can then invite clients to sign up for QuickBooks Payments right from the revenue share dashboard in QuickBooks Online Accountant. The clients will get an email to let them know their accountant has recommended Payments for them. Once they’ve applied for Payments and have been approved, they can begin accepting payments and the accountant can start earning revenue share for their transactions.

• Revenue share is payable to the firm, not to individual employees or team members.
• Discount and list price are subject to change at any time at Intuit’s sole discretion.
• To join the program and easily manage your practice with one log in, sign up for free today.
• QuickBooks certification means that someone has passed our QuickBooks proficiency certification exam.
• Click on the ProAdvisor tab in QuickBooks Online Accountant to access your tier, benefits, training and certification and much more.

Sign in to your Intuit product

Access your clients’ QuickBooks Online through QuickBooks Online Accountant to get seamless collaboration and essential work tools at your fingertips. Connect payroll, tax solutions, and 3rd-party apps to accelerate and enrich your work. Get a bird’s-eye view of all your clients and projects, and work more efficiently so you never miss a deadline. Manage your firm’s books with the powerful features of QuickBooks Online Advanced.

• If you have trouble signing in or think you have forgotten your user ID or password see Resolving sign in problems when signing into My Account.
• If you add or remove services, your service fees will be adjusted accordingly.
• Discount and list price subject to change at any time at Intuit’s sole discretion.
• Gain end-to-end QuickBooks mastery, from basic setup to the latest tools.
• 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.
• Earn badges for partnering with us to improve our products and support the community.

Preferential pricing and support

• Payouts only occur after the client begins paying and/or receiving payments.
• Visualize your clients’ business performance and compare it with local industry peers.
• Firms can inform their clients about their participation in the revenue share program if they wish to do so.
• Custom bank feeds get rid of tedious data entry by downloading, categorizing, and updating transactions automatically in QuickBooks.
• Access a variety of self-paced and live training options to become a more trusted advisor.
• Get the desktop software and training you need to maximize productivity, at an exclusive QuickBooks ProAdvisor price.

Revenue share payouts are determined by the net revenue share from the transactions the clients’ process in QuickBooks Payments. Net revenue is calculated by the transaction fees that QuickBooks charges, minus the fees paid to our processing partners such as Visa, Mastercard, American Express and financial institutions. Participating professionals will receive a monthly payout via direct deposit for all eligible clients they’ve added through revenue share who accept payments with QuickBooks Payments. However, it may take a couple of months to begin receiving revenue share. Payouts only occur after the client begins paying and/or receiving payments.

As a QuickBooks Certified ProAdvisor, you’ll earn points and rewards that can help to grow your firm and support your clients. You can download the accountant version of QuickBooks Desktop and versions you bought for your clients. Sean Duffy, CPA and Senior Manager at Elevate by Welch LLP, shares his experience building a cloud-based accounting solution within a large, established firm. QuickBooks requires a persistent internet connection (a high-speed connection is recommended) and a computer with a supported Internet browser or a mobile phone with a supported operating system (see System Requirements). Sign up for on-demand or real-time training, from beginner to advanced levels, all while earning CPE credits.

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. The ProAdvisor Program is free to all accounting pros using QuickBooks Online Accountant. To access this program, log into QuickBooks Online Accountant and choose the ProAdvisor tab on the left-hand side. To join the program and easily manage your practice with one log in, sign up for free today.

Get the desktop software and training you need to maximize productivity, at an exclusive QuickBooks ProAdvisor price. Earn badges for partnering with us to improve our products and support the community. Take your business to the next level with this four-part marketing video series and learn how to expand the reach of your firm.

Securely message clients, share documents, and consolidate notes and contact info from a single dashboard. Visualize your clients’ business performance and compare it with local industry peers. By accessing and using this page you agree to the terms and conditions. Jason Ding, owner pro advisor pricing of Jason Ding, CPA Inc, shares his experience purchasing a CPA firm, his strategies for growth, and how QuickBooks Online helped him scale his business. Stay prepared for any client scenario with simulation-based training and interactive lessons designed to help you learn by doing.

Visit our support hub

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. The QuickBooks ProAdvisor program gives you access to exclusive discounts, tools, training, and events to help you retain talent and expand your business. 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. If you have a QuickBooks Online Accountant account, you are eligible to participate in the ProAdvisor Program.