Rea_M
Moderator

Getting Started

You'll have to update your advisor profile, @me-layoajao-com. This way, you'll be able to reflect your correct name on your QuickBooks Online (QBO) Advisor certificate. I'm here to guide you how.

 

The name on your Advisor certificate is taken directly from your ProAdvisor profile. Your Profile page organises your account information into different sections. As a QBO advisor, you can publish, edit, and improve your profile to increase your potential clients. To change your name, here's how:

  1. Go to the Profile icon next to the Gear icon.
  2. In the Profile page, select Edit to the section you want to modify.
  3. Change your name.
  4. Select Save.

 

After updating, you can select Preview your public profile to view the changes you made. Once done, you can then reprint your certificate with the correct name.

 

Additionally, you can improve your ProAdvisor profile. This way, you can make it more attractive and appealing to your prospective clients. To learn more about it, you can check out this article's Improve your profile section: Publish and manage your Find-a-ProAdvisor profile. It also includes information about your profile's limitations.

 

I'm also adding this article for the answers to the most frequently asked questions about your profile and the verification process: Advisor profile FAQs.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.