Managing finances is critical for any business. Businesses that scale need an efficient accountant or bookkeeper with a deep knowledge of this domain. QuickBooks is the most-used accounting software that companies use worldwide. A QuickBooks ProAdvisor is certified by Intuit in QuickBooks. They help business owners in various ways to best use the QB accounting software.
ProAdvisor has successfully passed the certification involving comprehensive training and exam. Moreover, they also pass an annual recertification exam to ensure their skills are up-to-date. This article will tell you more about QuickBooks ProAdvisor and how they can help you.
Who Is a QuickBooks ProAdvisor
A QB ProAdvisor is a bookkeeping professional who is tested and certified by Intuit on various topics pertaining to QuickBooks. This certification that they have needs them to undergo extensive training and a two-hour exam where they should score at least 80%.
They have advanced knowledge about the workings of QuickBooks. They are deeply familiar with the nuances of the software and can troubleshoot issues pertaining to different aspects, such as balance sheets and bank feeds. Such individuals can even train others on using QuickBooks.
A ProAdvisor usually specializes in a specific plan of QuickBooks, such as QuickBooks Enterprise, QuickBooks Online, QuickBooks Point of Sale, and the like. This professional also passes recertification examinations to ensure they are always updated on the latest developments in the software.
What Is the Role of a ProAdvisor?
The more effectively you use QuickBooks, the easier it becomes to manage finances. A ProAdvisor helps the accountant in your team to leverage QuickBooks effectively. Here are some ways through which they help you.
The professional helps you pick a suitable variant of QuickBooks according to your business needs.
They assist with setting up the software.
ProAdvisor also gives you assistance with creating and importing company files.
The professional aids you in customizing QuickBooks according to your preferences and requirements.
ProAdvisors can educate your employees on how to use QuickBooks to carry out relevant job roles.
They also help you in cleaning the QB installation.
A ProAdvisor collects suitable financial reports that keep you updated on your financial data.
Business owners can consult ProAdvisors about boosting business growth by using QuickBooks.
Ways to Find a QuickBooks ProAdvisor
The ideal place to find a ProAdvisor is to navigate to the ‘Find an Accountant’ page on the Intuit website. After that, follow these steps.
Choose from a specific industry.
A ProAdvisor can be found the moment you enter your city or zip code. To make your search process more specific, indicate your industry. You will find a list of industries on this page.
Check profiles and reviews.
Now, go through the profiles on this page and select a ProAdvisor. On the profile of the professional, view their reviews, credentials, professional experience, certifications, and software expertise.
Communicate with the ProAdvisor
The next step is to converse with the ProAdvisor. Consult with them and get to know the professional. Tell them more about your business needs. Carefully consider their response to find out if they will be ideal for your business.
Ask for some references.
Before finalizing the ProAdvisor, ask them for a few references. You can contact their current or past clients to learn more about their QuickBooks expertise. Do not consider a ProAdvisor who isn’t willing to give you their client reference.
Final Words
A QuickBooks Online ProAdvisor helps business owners take complete advantage of the different features of QuickBooks. It, in turn, saves time and enhances the efficiency of your bookkeeping process. Their hands-on and experienced assistance is invaluable for business owners.
For more,visit:- https://www.getqbsolutions.com/blog/quickbooks-proadvisor/
# QuickBooks ProAdvisor
# QuickBooks Online ProAdvisor
