Find A QuickBooks ProAdvisor

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A QuickBooks ProAdvisor is a person, typically a CPA or a business consultant, who completed the course, took the test, and became certified in QuickBooks. There are different types of certifications one can apply for including QuickBooks Online, QuickBooks Point of Sale, QuickBooks Enterprise, etc. And there are different levels of knowledge too, with advanced being the highest. someone who holds an advanced certification in QuickBooks is knowledgeable in all the ins and outs of this software.

When to Use a QuickBooks ProAdvisor

The best time to look for a QuickBooks ProAdvisor is when you’re beginning your search for business accounting software. Since ProAdvisors have an in-depth understanding of various QuickBooks solutions, they’re extremely helpful in finding the right product for your business. 

When purchasing through a ProAdvisor, you can also receive a 10 to 20 percent discount on your subscription. You can also contact an advisor after you’ve selected your QuickBooks product. ProAdvisors are adept at using QuickBooks programs and getting the most out of the software. 

An advisor can take a look at your financial reporting and business model to create a workflow that’s right for you. In other words, they’ll help you customize your QuickBooks setup to your business so you can spend less time on your books. They can also answer any questions you have about topics ranging from payroll taxes to filing taxes for contractors.

1. Figure Out What Type of Advisor You Need

If you’ve already purchased a QuickBooks product, you’ll need to find a ProAdvisor with a corresponding certification. 

Otherwise, if you’re in the research phase of your purchase, look for a ProAdvisor who’s certified in QuickBooks Online and QuickBooks Desktop. Someone with a dual certification can offer you the best advice on selecting a solution.

If you want help setting up advanced analytics or dealing with international business, we recommend looking for a QuickBooks Advanced ProAdvisor.

Finally, if you have any other ideal qualifications, such as industry knowledge or location, you should decide this upfront. Some advisors have industry specialties like construction, medical, or real estate.

2. Search the QuickBooks ProAdvisor Website

Once you have your list of qualifications ready, it’s time to look for a ProAdvisor. The best place to start your search is at quickbooks.intuit.com/find-an-accountant/.

3. Review Advisor Profile and References

The QuickBooks ProAdvisor Search feature makes it easy for you to learn more about certified professionals and compare your options. 

Advisor profiles contain information like: 

• QuickBooks certifications they have achieved

• Professional credentials

• Industries served

• Languages spoken

• Software expertise/services offered

4. Schedule a Meeting with a Potential Advisor

So, you’ve reviewed several profiles and narrowed down your choices. Once you’re ready to make contact, QuickBooks has an easy solution for that too.