This module identifies how QuickBooks Online’s report features can be used to create customized reports that highlight key areas of company performance. The use of filters and adjustments to rows and columns are covered before progressing quickbooks proadvisor to a detailed look at creating management reports and budgets. This module introduces the features available in QuickBooks Online to set up, track and manage inventory, including inventory and valuation adjustments.

To purchase the program, visit the QuickBooks Desktop ProAdvisor page, and get the ProAdvisor Premier Software Bundle for $799 per year. While preparing, you can also earn CPE credits, https://www.bookstime.com/articles/what-is-a-voided-check which apply to maintaining your certified public accountant’s (CPA’s) license. The system saves where you end a session, which enables you to pick up where you left off later.

See your firm’s current ProAdvisor points

If you want to improve your knowledge of QuickBooks Online, be sure to check out our free QuickBooks tutorials. The tax software for your CPA firm depends primarily on the number, type, and complexity of returns you expect to file. For instance, TaxAct Professional is great for filing an unlimited number of individual returns, while Lacerte Tax is commonly considered the best software for extremely complex returns. When you pass the QuickBooks Online ProAdvisor exam, you’ll receive a digital copy of your certification and badge in your email inbox. You can download your certificate and badge directly from QuickBooks Online Accountant.

Learn key product features and tools, and see how they help you grow and manage your practice. Research conducted by YouGov amongst 2,008 owners and senior decision makers at small and medium-sized businesses (up to 249 employees), between 2nd – 16th August 2023. Only one (1) QBOA user may enroll the QBOA firm in the Revenue Share Program. Showcase certification and skills badges to help differentiate yourself in the marketplace.