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john-pero
john-pero
May 15, 2018
Solved

New criteria for publishing Pro Advisor profiles

  • May 15, 2018
  • 5 replies
  • 0 views

With little fanfare other than pulling the plug on at least a dozen profiles (yeah there are certainly more but not that have noticed or complained) today Intuit rolled out the new criteria but in their way has not indicated up front ALL that will be required. 

 

"We’re changing the way we publish profiles. First, we need to confirm your information"

 

The bold is my emphasis but surely, first means one of more than one steps and I would really be interested in what the followup steps might be before I scan and send my ID to Intuit. I don't even need to provide a signature or whip out an ID when using a chp enabled credit card (even a stolen one, haha) anymore.

 

Just curious as to reasons for additional intrusion into our privacy and what in entireity the whole process now is

      Best answer by

      Hey John,

       

      We recently took steps to further improve our ProAdvisor Program and help ensure that small businesses are connected to the right ProAdvisors through the Find-a-ProAdvisor website. As part of those steps, we refined the criteria we use to verify ProAdvisors’ eligibility to participate on the Find-a-ProAdvisor website. As a result, we temporarily made some ProAdvisors’ profiles not visible to the public because we needed additional information to verify their eligibility. If your profile is not publicly visible on the Find-a-ProAdvisor site, please do the following to start the publishing process:

       

      1. Click on this link: http://qbproadvisor.com/profiletab
      2. Log into your QuickBooks Online Accountant account
      3. Click on “Confirm your profile”

      5 replies

      A
      Anonymous
      Answer
      May 17, 2018

      Hey John,

       

      We recently took steps to further improve our ProAdvisor Program and help ensure that small businesses are connected to the right ProAdvisors through the Find-a-ProAdvisor website. As part of those steps, we refined the criteria we use to verify ProAdvisors’ eligibility to participate on the Find-a-ProAdvisor website. As a result, we temporarily made some ProAdvisors’ profiles not visible to the public because we needed additional information to verify their eligibility. If your profile is not publicly visible on the Find-a-ProAdvisor site, please do the following to start the publishing process:

       

      1. Click on this link: http://qbproadvisor.com/profiletab
      2. Log into your QuickBooks Online Accountant account
      3. Click on “Confirm your profile”
        A
        Anonymous
        May 18, 2018

        I received the same email, which I originally assumed to be spam, but found out it wasn't. I've been a ProAdvisor for 10 years, why does Intuit suddenly need to see my photo id? I pay my annual fees, pass the certifications, why is the id necessary? I don't feel comfortable uploading that online. I would like a better explanation of why that is suddenly necessary, and perhaps an alternate method of giving it rather than uploading online.

          MichaelDL
          MichaelDL
          May 18, 2018

          I appreciate your loyalty to the Pro Advisor program, @197991.

          Know that after this verification, your profile can be published and public again within just one business day. The Find-a-ProAdvisor site strives to create only reliable connections between QuickBooks users and those offering services and expertise. This will help potential clients to only come in contact with legitimate Pro Advisors like yourself.

          At this time, there's not an alternative to uploading a photo ID, but rest assured, this data is protected by Intuit's world-class security technology. To get started with your verification, just head to the link here: https://qbo.intuit.com/app/verify

          Thanks for coming by the Community. Don't hesitate to reach out if you have any additional questions.

            Rustler
            Rustler
            May 20, 2018

            Maybe someone at intuit is finally going to try to clean up the ranks of those certified.

             

            But you would think, that a verification of identity would happen when you either take the test, or pass it.  Oh wait, don't you automatically get to be a pro advisor when you join up (pay the fee)? It is the certified distinction that requires testing.

             

            Non proctored testing at that. Hmmmm .... maybe that is coming too, a test where you are on video,  showing that the person on  video taking the test, is actually the one with the ID and credit card to pay for it.

              Annavon
              Annavon
              May 22, 2018

              I am really irritated by this whole thing.  It feels like an invasion of privacy.  So, if I don't want to comply, I have to stop being a Proadvisor?  Does QuickBooks really want to alienate the people who are actually helping to promote their product?  I don't get it. 

                D
                Dimari
                November 16, 2019

                I wonder if they are making it difficult for us due to their new QuickBooks Live program.

                It almost feels like we are competing with the program for clients. 

                  E
                  Evalive
                  November 16, 2019

                  I’m definitely bummed that the Advanced Desktop cert went away. Those who had it will always be a best match before those who don’t and we can never get it. 

                  R
                  raafat
                  August 19, 2018

                  Hi all,

                   

                  You know guys, QB team did this website just to let us talk and the company didn't care or hear for whatever we write. I  have another solution now, easily we can all ask all proadvisor to leave this website and surely the company will hear our voice. 

                   

                  This is the bad company experience I met ever in my work life.

                   

                  No respect, no response, nothing to hear from us and all wrong procedures they take without notifying us.  Thier are a lot of competitors and we can work with them like SAP, Oracle, ....etc. So why we need to be a member and serve this company for free?

                   

                   

                  A
                  Anonymous
                  August 20, 2018

                  @raafat, 

                   

                  I appreciate you sharing your thoughts about changes to the ProAdvisor certification criteria. The QB Team (including myself) frequents this site often and we keep a close eye on conversations. We listen and respect your opinion, and I am glad that you are expressing your thoughts. I do plan on sharing it with the ProAdvisor team tomorrow. 

                   

                  I'm happy to keep the conversation going here if there are any specific points you want to discuss. 

                   

                  @john-pero, thanks for starting this conversation. 

                  R
                  raafat
                  June 18, 2021

                  Hi,

                  The ProAdvisor team should publish all QBO succeed exam accounts. And should be an option by the user to publish or not, not a company decision. We are professionals, we are not regular employees of the QB company.

                  Try to contact your management and let them understand this point.

                   

                   

                   

                  N
                  Nancy2859854
                  June 20, 2019

                  Talk about an invasion of privacy and risking identity theft over the internet.   Even the IRS does not require a drivers license, yet Intuit finds they are above it all.

                    A
                    anonymous6
                    June 28, 2019

                    Last year July 2018, I had submitted scanned copies of the required documents such as driver's license, national identification card, passport details, certificate of company's incorporation to the QuickBooks Support Team. After a week, I followed up with the QBO Support Team, and they emailed me back to say that they were still performing background checks. About a month and a half later, I received an email saying the following that they were unable to verify my submitted information and it was deleted from the Find-A-ProAdvisor directory.

                    So I had just taken and passed the QuickBooks ProAdvisor recertification examination and I felt very down and disillusioned with the QBO ProAdvisor program (as I spent two weeks studying for that recertification examination). So I chatted with a QBO online agent, to inquire why my profile was removed from the Find-A-ProAdvisor and basically she said that I was denied as I had a foreign ID (I live outside of the United States) and she is certain that "there are serious legalities when it comes to financial referrals. Especially when it involves the laws of foreign countries".

                    I had received my first client job lead from the Find-A-ProAdvisor Portal. I was wondering afterwards, if it made sense to continued with this QuickBooks ProAdvisor certification. I did a check of the Find-A-ProAdvisor Portal and all of the QBO Advisors are either American citizens or they live in American territories (Puerto Rico, US Cayman Islands etc). The non-American QBO ProAdvisors are excluded from the Find-A-ProAdvisor Portal. Other accounting platforms, like Xero, give the certified accountants a chance to attract new leads on their platform.

                      A
                      anonymous6
                      January 31, 2020

                      Hello,

                       

                      Under the revised points system, I became Gold Level Status (between 200 points - 799 points). The benefit of this level is that my profile will be advertised on the Find-a-ProAdvisory  directory. Unfortunately, my profile is still unpublished on the Find-a-Proadvisory directory (there is only a preview link and a message stating that We are confirming your profile. This could take up to 5 days. We'll email you when you're ready to publish.). Will my profile be published before I have to recertify my QBO ProAdvisor examination before July  31, 2020?

                       

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