It also has a dedicated mobile app for when you need access on the go. Firms that work with Xero clients: If your clients are using Xero, then we recommend using Xero Practice Manager, which integrates with Xero for invoicing and payments and has a portal to your clients’ books.Firms that work with QuickBooks Desktop clients: If any of your clients use QuickBooks Desktop products, then you’ll need QuickBooks Accountant Desktop to import the Accountant’s Copy of their desktop books.QuickBooks Online Accountant Is Not a Good Fit For To become a certified QuickBooks ProAdvisor, you need to pass the certification exam administered by QuickBooks. New bookkeepers and accountants that want to become QuickBooks ProAdvisors: QuickBooks Online Accountant includes free training courses that you can tailor based on your schedule and experience level to help you learn how to use QuickBooks Online correctly. ![]() In addition, the Intuit Marketing Hub provides a library of guides and templates for expanding your brand and converting leads to clients. Firms that want assistance with marketing their services: QuickBooks Online Accountant allows you to obtain the leads you want by showcasing your services in a custom Find-a-ProAdvisor profile, which is free with certification as a QuickBooks ProAdvisor. ![]() You’ll also have access to QuickBooks Online Advanced so that you can manage your own books too.
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