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  • Visit the Find-a-ProAdvisor website

    From the article: You can view the public version of your profile by visiting the Find-a-ProAdvisor website.... This can be useful if you need to send one of your clients a direct link to your profile or if you'd like to check how you rank within your area.

  • What is QuickBooks Online Accountant (QBOA)?

    From the article: QBOA is your one-stop shop for running your accounting practice in the cloud.... On-the-go access - Work with clients' books in real time, right from your dashboard.

  • Publish and manage your Find-a-ProAdvisor profile

    From the article: As a ProAdvisor, you have the option to customize and publish a profile on our Find-a-ProAdvisor website.

  • Recommendations for converting from QuickBooks Desktop to QuickBooks Online

    From the article: Before we can get started with moving clients to QuickBooks Online on your behalf, you need to evaluate who would be a good candidate.

  • Manage your clients using the Client Dashboard

    From the article: Region Notice: This content applies to the  United States ONLY.... Overview The Client Dashboard helps you work efficiently by showing you which clients need your attention.

  • QuickBooks ProAdvisor Program Member Guide for Brand Use

    From the article: Intuit’s QuickBooks ProAdvisor Program is available for accounting, bookkeeping, tax, and consulting professionals who are providing services to third-party clients.

  • Duplicate entries when downloading merchant service deposits into QuickBooks

    From the article: There are two main causes for duplicate entries when downloading QuickBooks Merchant Service Deposits: You are already using QuickBooks Online Banking to reconcile bank deposits (thus downloading the same information as the Merchant Service Deposits

  • Consolidate duplicate clients in the QBOA Client list

    From the article: Resolve Duplicate Clients overview Your client list and the customer list in Your Books are synchronized- whatever is created in one is also added to the other.

  • Add payroll to a client in QBOA

    From the article: You have a client in QBOA and need to add payroll to their company file.... Float your mouse over the Status block in the Payroll section for the client that needs payroll.

  • Ordering Intuit Checks & Supplies using the QuickBooks ProAdvisor discount

    From the article: Overview To order checks and other supplies from our Checks & Supplies department, use one of the convenient methods below: Take advantage of promo offers by phone Phone: 1-800-556-9882 ProAdvisors: Use Promo Code PAPPORTAL30 Clients: Use Promo Code

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