Recertification Season
05/08/25 • 32 min
Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how certification can expand your QuickBooks knowledge, boost your professional credibility, and help you attract new clients through the ProAdvisor directory.
- (00:06) - QuickBooks ProAdvisor Certification Overview
- (01:28) - Benefits of Certification
- (02:55) - ProAdvisor Directory and Points System
- (05:45) - Recertification Process
- (10:57) - Recertification Tests and Tips
- (18:36) - Importance of Certification
- (19:21) - Credly Badges and ProAdvisor Title
- (27:35) - Conclusion and Upcoming Events
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Email: [email protected]
Free ebook: “Everything You Ever Wanted to Know about QuickBooks Online ProAdvisor Academy and Certification.” www.akadian.com/everything
If you need help recertifying because the Intuit training doesn’t match your learning style: www.akadian.com/recertify
Past episode about Intuit Academy, Nov 2024: https://uqb.show/66
Alicia’s QBO Mobile App class on May 13, 2025:
Join live webinar for free: https://us02web.zoom.us/webinar/register/WN_ZEM9oSItSDK-c6bE8mhEiQ?mc_cid=d6d4232c7f&mc_eid=4be8b822bd#/registration
Enroll for class recording with CPE: http://royl.ws/QBOMobile
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how certification can expand your QuickBooks knowledge, boost your professional credibility, and help you attract new clients through the ProAdvisor directory.
- (00:06) - QuickBooks ProAdvisor Certification Overview
- (01:28) - Benefits of Certification
- (02:55) - ProAdvisor Directory and Points System
- (05:45) - Recertification Process
- (10:57) - Recertification Tests and Tips
- (18:36) - Importance of Certification
- (19:21) - Credly Badges and ProAdvisor Title
- (27:35) - Conclusion and Upcoming Events
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Email: [email protected]
Free ebook: “Everything You Ever Wanted to Know about QuickBooks Online ProAdvisor Academy and Certification.” www.akadian.com/everything
If you need help recertifying because the Intuit training doesn’t match your learning style: www.akadian.com/recertify
Past episode about Intuit Academy, Nov 2024: https://uqb.show/66
Alicia’s QBO Mobile App class on May 13, 2025:
Join live webinar for free: https://us02web.zoom.us/webinar/register/WN_ZEM9oSItSDK-c6bE8mhEiQ?mc_cid=d6d4232c7f&mc_eid=4be8b822bd#/registration
Enroll for class recording with CPE: http://royl.ws/QBOMobile
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Previous Episode
Tags Are Back! (I Told You So!)
Intuit has reversed course and TAGS are back!
Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84
Next Episode
The 20 Things Bookkeepers Should Never Do (Wheel of Rants)
Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.
Sponsors
Human at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (00:27) - Spring Break Road Trip and Intuit Campus Visit
- (01:54) - Spinning the Wheel of Rants
- (02:47) - Allowing Clients to Control the Work
- (04:34) - Giving Legal or Tax Advice
- (09:24) - Taking Clients Without Required Skills
- (15:04) - Working for Free and Discounting Invoices
- (21:17) - Access to Client Bank Accounts
- (27:14) - Managing Client Communication
- (31:17) - Importance of Engagement Letters
- (34:38) - Reviewing and Updating Engagement Letters
- (37:29) - Vetting Clients Before Engagement
- (43:20) - Emotional Boundaries with Clients
- (46:22) - Confidentiality and Professionalism
- (49:20) - Course Announcements and Wrap-Up
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Email: [email protected]
Nancy McClelland’s Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup
1Password: 1password.com
Keeper: https://keeper.app/?via=4aaea6
Alicia’s Mobile App class: May 13
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