Set Up a ProAdvisor Account with QuickBooks

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  1. Go to: https://quickbooks.intuit.com/accountants/proadvisor/

  2. Click "Join for free" under the "ProAdvisor" program.

  3. Create an Intuit Account:

    • Name, business name

    • Email (this will become her login)

    • Password and business details

  4. Enter your firm's information.

  5. Once the account is created, you will have access to QuickBooks Online Accountant (QBOA).

  6. Now, you can create client accounts.


Add New client in ProAdvisor account

  1. Click in Add client button.

  2. Fill the Basic information - all about your Client contact information.

  3. Click Next button.

  4. Now you are in Accounting solutions step. Here choose QuickBooks Online -> QuickBooks Ledger New $10 dollars.

  5. Click Next button.

  6. Now you are in Payroll & Time. If you are not interested in payroll only click in Next button.

  7. Now you are in Bill Pay & Payments. Click only in Next button.

  8. Now you are in the last part Checkout. Here add your billing information.

  9. Important Select the primary admin for the QuickBooks account, You should choose the second option Make me the primary admin.

  10. Click on Place order button.

  11. Done

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