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CGLtax
November 17, 2023
Question

How do I add an employee that had a prior QBO ProAdvisor Certification while at a different firm, but now works for me?

  • November 17, 2023
  • 1 reply
  • 0 views
Scenario:  Last month, Mr. X worked for ABC Firm and was QBO ProAdvisor Certified with the email address: Mr.x@xxxxxxx.xxx 
This month Mr. X started working for XYZ Firm.  His new work email is Mr.x@xxxxxxx.xxx and the previous employer removed his old email account.  How does Mr.X transfer his ProAdvisor Certified credentials to his new XYZfirm email address?

1 reply

A
Alex M
November 18, 2023

Hi there CGLtax,

 

It's important that all your employees have the correct access so that they can manage your client's books effectively. QuickBooks Online Accountant is a great tool able to help you connect to your clients' books from anywhere with an internet connection. I can point you in the right direction for assistance with transferring over certifications.

 

The first step would be to add them with their new email. Once added successfully to your firm, this user would need to reach out to the support team outside of the Community. They'll be able to view the information on the previous account to see if it can be transferred to the new user. You can reach them using these steps:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and X / Twitter

 

If you have any other questions, feel free to reach out here.

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