What is Intuit’s QuickBooks ProAdvisor Program?

Intuit’s QuickBooks ProAdvisor Program is designed to help professionals and accountants to grow their practice while serving millions of QuickBooks users maintain and optimize their businesses. This Program is basically intended for accounting, bookkeeping, tax, and counselling professionals who are providing services to third-party clients. You get various tools, software, training materials and support from Intuit to grow your firm and support your clients.

What are the benefits of hiring a QuickBooks ProAdvisor?

If you hire certified QuickBooks Proadvisor, it will be very beneficial for your business.

Proadvisor helps you to create invoices for customers, reconciling your accounts, paying bills, accurate books, and many accounting related activities.

Set up and customization of your QuickBooks software.

Troubleshoot all your technical issues related to software.

They receive handsome discounts on QuickBook products that can be extended to clients.

Always update you with the new product and release in the market.

You can save your time, and give proper dedication to your work.

What is the best time to hire a QuickBooks Professional?

The best time to hire a QuickBooks Professional is between May and October because by this time the tax season is over(January- April), and the probability of getting a call back is higher.

January to April is the busiest time for a QuickBooks ProAdvisor as they are busy with their old and new clients, so try to book a ProAdvisor as soon as possible to avoid any kind of disruption and rush.

What are the services and costs of a QuickBooks ProAdvisor?

QuickBooks ProAdvisor offers Bookkeeping services and Accounting, set up QuickBooks and connects Bank accounts or Credit Card accounts. Basically, some ProAdvisor who are CPAs or EAs provides monthly Book preparations and Tax return. Look at these accounting services provided by QuickBooks Proadvisor:

Accounting and Bookkeeping:- It includes invoicing customers, reconciling bank accounts and paying the bills. ProAdvisor manages all the company’s accounting work.

QuickBooks setup and Consulting:-This includes setting up a new company with QuickBooks. Once QuickBooks starts running, ProAdvisor then continues as a consultant and can help the company with the QuickBooks account. The services include-

Setting the customers

Setting the vendors

List setup of Products and Services

List setup of accounts

Connecting bank accounts to QuickBooks

Connecting Credit card account to QuickBook

Financial planning and Tax:- It includes Payroll tax return preparation, quarterly and annual income tax return preparation and any other tax payments that urgently need to be made. For this type of planning, It is common for businesses to reach to the QuickBooks ProAdvisor at the end of the year.

Computer Consulting:- This includes the setting of QuickBooks on the server or network so that multiple users can access it.

The cost of proAdvisor is depended on the service which you want.

What are the different certifications for ProAdvisor Consultants?

A ProAdvisor can hold four different types of certifications. To become a certified Quickbooks ProAdvisor, it is compulsory to qualify these certification exams. These certifications are as follows:

QuickBooks Certification: The exam of QuickBooks certification is simple it covers some basic topics, such as QuickBooks installation, setup, recording transactions, and financial reporting. Candidate must have to score 85% to pass the exam and get six chances to pass this exam. The main aim of this certification to check the basic proficiency of candidates with QB.

QuickBooks Advanced Certification: This certification exam covers the intermediate-level accounting principles, advanced QuickBooks features, and requires candidates to demonstrate the ability to troubleshoot client data files.The main aim of this certification to check the advanced proficiency of candidates with QB.

QuickBooks Point of Sale (Certification): When you want to work for the retail industry you must clear the QuickBooks Point of Sale Certification exam. This certification exam will expired in a two-year after passing, so ProAdvsiors needs to recertify once every two years. If you are seeking Quickbooks Proadvisor for small retailing business so this is the right choice for you. Because you’ll know you’re working with someone who understands your industry if you choose a ProAdvisor with this certification.

QuickBooks Enterprise Solutions Certification: QuickBooks Enterprise Solutions Certification certification exam designed to test an individual’s knowledge of QuickBooks financial products and demonstrate their ability to provide on-site QuickBooks Enterprise Solutions setup and support to clients. To get this certification, the candidate must pass the basic QuickBooks certification and then only eligible to appear in Enterprise Solutions certification exam.

How to Find a QuickBooks ProAdvisor Consultant in Your Area?

There are numerous ways to find the best accountant for your Business. You can find it online as well as offline. Some of them are listed below:

Website of QuickBooks ProAdvisor:– More than 50,000 certified QuickBooks ProAdvisor are there in the US. You could find the best Proadvisor near to you by checking on the Intuit website and on that site, just provide your City, State or your Zip code. Or, you can directly filter it by a specific service.

Accountex Website:– Accountex, which is a global membership community that provides training to accounting professionals. Similar to Intuit, you have to provide your City, State, and Zipcode and from there you can get an Accountant.

Meetups Group:- Visit the Meetup website and search for the keyword ‘QuickBooks’, and check whether a Meetup group is there in your area or not. Meetup group is a group of multiple members and they meet up once a month. If there is a group near your locality, then go to the organizer and ask them for a QuickBooks expert.

Office of Local SBDC:- Local Small Business Development Centres provide free financing, marketing and business-related works to local entrepreneurs. Here, not all are Intuit certified expert, so you have to mention there that you are looking for QuickBooks ProAdvisor.

How to view your profile on the Find-a-ProAdvisor website?

When you set up your profile on the Find-a-ProAdvisor website, you can easily preview your profile by following these steps:

Visit, Find-a-ProAdvisor website.

Alternatively, select one of the listed specifications to narrow the search results.

Now, Enter your ZIP code, area, city, and related information to you, then click on Search.

Note: If you enabled your profile in the ‘Include in search result’ option at the time of setup, then your proAdvisor profile will appear in the list of results.

Why small businesses are more successful with an accounting pro?

Small Businesses need some extra care and attention from professionals to keep constantly on track. There are the following reasons to verify that small businesses are more successful with an accounting pro.

You can set up your business properly.

You can spend more time focusing on your long-term goals rather than performing bookkeeping or admin tasks.

Get expert advice and help at any point of time.

Helps you to make real-time smart decisions and get proper guidance on how to plan for the future

Easily audit all your financial reports.

How to become a QuickBooks ProAdvisor?

The only way to become a QuickBooks ProAdvisor is by giving QuickBooks certification exam(already discussed in the previous Question) of 55 questions in which you have to score 80 percent or more than that. Don’t worry If you are unable to clear the exam in the first attempt, you can try multiple times. So don’t lose your hope, try your best!

Here are the 3 steps to signing in for the exam

Sign up for QuickBooks Accountant:- This is the initial step where you have to create a free QuickBooks Online Accountant account (QBOA). Here, you need to provide a couple of basic information of yours like your email address, your first and last name and your contact number and for the security credentials, try to make strong password(recommended). For a free sign-in account, you don’t require any credit /debit card details or any of your sensitive data.

Prepare for your QuickBooks ProAdvisor certification exam:- Once your profile is active, now you can start your preparation. Prepare from 7 training modules, that are given to you free of cost in your QuickBooks Online Accountant Account (QBOA). The main topics covered in this certification program for accountants are setting up clients, banking and tools, reports, supporting small business clients, managing work, QuickBooks Solutions for clients and Preparing client’s book.

Give the Test:- To give the test, you have to log in to the QBOA, and click on the test. The test doesn’t cost you anything. A total of 55 questions will be there in 7 sections and allotted timing will be of 2 hours. You have to score more than 80 percent to qualify. Three attempts will be given to you, consecutively if you don’t qualify then you have to wait for 60 days and again try for the test.