ProAdvisor Is Becoming ProPartner: What Bookkeepers Need to Know

Oct 02, 2026
schoolofbookkeeping.com
ProAdvisor Is Becoming ProPartner: What Bookkeepers Need to Know
5:48
 

Quick summary

Intuit plans to retire the QuickBooks ProAdvisor Program in early 2027 and replace it with Intuit ProPartner Accountants. The biggest change is that the program is now firm-based, not individual-based. Your tier is driven mostly by revenue under management (what your clients actually pay for qualifying products), not by how many subscriptions you have or how many certifications you stack.

You can already see a projected tier inside Intuit Accountant Suite. Intuit says the launch tier is based on activity from August 1, 2025 through July 31, 2026, and points reset each August.

If you want a quick reality check on where you might land, I built a simple calculator you can use here:

The big shift: your firm, not you

Under ProAdvisor, the program was heavily centered on individual certifications and points. Under ProPartner, Intuit is scoring the whole firm.

That means:

  • Every client attached to your firm counts toward one total.
  • Every certified person on your team contributes to the firm total.
  • If your firm uses more than one QBOA or Accountant Suite console, your points can be split across consoles. Intuit recommends consolidating.

Also, Intuit has been direct that ProAdvisor tiers do not map one-for-one to ProPartner tiers. You may land higher or lower than you expect.

New tiers, new math

ProPartner has five tiers (instead of four), and the scoring model changes.

What “revenue under management” means

Intuit uses “revenue under management” to mean what your firm and attached clients actually pay for qualifying products:

  • After discounts
  • Excluding taxes and fees
  • Excluding trials

Points are based on client spend, not client count.

Who loses ground (based on what Intuit has published so far)

Two groups are likely to feel this shift:

1) Desktop-heavy firmsDesktop no longer earns points or counts as an active client in the new scoring model. Payments, Contractor Payments, and Ledger also do not count for points.

2) Firms that leaned on certifications to climbCertifications still matter, but they are no longer a major points lever. A certification is worth 5 points each, capped at 20 points firm-wide.

There is also a rule worth highlighting: if nobody in your firm holds an active qualifying certification on July 31, Intuit says you drop to Member, regardless of your points.

A practical way to think about the new points

If you want a quick mental model, ProPartner is basically asking:

  1. How much do your clients spend on qualifying products?
  2. Are you keeping at least one certification active?
  3. Are you consolidating activity into one console so the points are not fragmented?

Why discounts matter more now

Because points are based on what clients actually pay, wholesale discounts can reduce your points.

Example from the draft math:

  • A QBO Advanced client at list price earns more points than the same client at 30% off.
  • If you pass discounts through, you may need more clients or more add-ons to reach the same tier.

Why low-cost clients can slow tier growth

Lower-priced plans generate fewer points per year. Under ProAdvisor, a Simple Start subscription could still generate a meaningful points bump. Under ProPartner, it is more proportional to spend, so the climb can take longer if your client base is mostly low-tier subscriptions.

Benefits: what is new, what changed, what is gone

Intuit is positioning ProPartner as more directly tied to revenue.

New (headline items)

  • Revenue share on QBO and Workforce for 3 years (tier-based, starting at Partner)
  • Revenue share on Intuit Enterprise Suite (tier-based, starting at Partner)
  • Client referrals from Intuit (Preferred and up)
  • Free Intuit Accountant Suite Accelerate (Premier and Elite)
  • Awards program and Industry Advisor program (Preferred and up)

Changed

  • Free firm software is now QBO Advanced and Workforce Elite at every tier
  • Support is tiered: Core (Member, Partner), Premium (Preferred, Premier), Ultimate (Elite)
  • ProConnect discounts appear simplified: 30% (Member, Partner) and 40% (Preferred and up)
  • Find-a-Pro listing starts at Partner and requires certification
  • Wholesale pricing is now positioned as ProPartner Preferred Pricing

Not listed in the new guide (at least in the draft)

The new materials do not highlight some ProAdvisor-era perks, including:

  • Client email templates
  • Firm growth consultations
  • Discounts on checks and supplies
  • Desktop Premier and Enterprise bundles

What to do before July 31

If you want to treat this like a “year-end close” for your program status, here is the practical checklist.

  1. Check your projected tier in Intuit Accountant Suite, and review the actions Intuit suggests.
  2. Consolidate consoles if you have more than one, so your clients and spend count toward one total.
  3. Keep at least one certification current. Without it, Intuit says you drop to Member.
  4. Move clients off trials and onto paid plans. Trials do not earn points.
  5. Review your client mix. Higher-tier plans and add-ons like Workforce, Time, and Bill Pay can increase points per client.
  6. Decide how you will bill and manage Enterprise Suite clients. Intuit indicates points depend on your firm managing billing through Preferred Pricing or revenue share.

My objective take (as of October 2, 2026)

ProPartner looks like Intuit is trying to align incentives with what they care about most: client revenue and retention, not just certifications and subscription counts.

If your firm is already QBO-heavy and you manage billing cleanly, this may simplify the path to higher tiers. If you are Desktop-heavy, or you relied on certification points as a major lever, you will probably need to adjust your strategy.

Also, because the program is firm-based, operations matter more. Console sprawl, inactive certifications, and trial-heavy client lists can quietly drag down your tier.

Intuit has said program details may change before launch, so treat the numbers and thresholds as a preview until the final ProPartner guide is published.

Sources

QuickBooks ProAdvisor Program (Intuit, accessed Oct 2, 2026):

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