quickbooks pro advisor

An aspiring QuickBooks ProAdvisor doesn’t need a background in accounting or bookkeeping to become certified. Handle Bookkeeping or share standard accounting and bookkeeping best practices. Certified QuickBooks ProAdvisors are consultants and/or professionals that have completed a comprehensive training course and exam administered by Intuit . Help in completing bill payments do bank reconciliation, track accounts payable and receivable. Generating relevant financial reports to keep a pulse on your data.

QuickBooks Online Recertification Window Open Through June 30 … –

QuickBooks Online Recertification Window Open Through June 30 ….

Posted: Thu, 19 May 2022 07:00:00 GMT [source]

We offer full-service bookkeeping and on-going QuickBooks support services. We can also help you “catch-up” your books and customize your chart of accounts, so you can have a functional starting point. I took a QuickBooks Pro certification course at a local Community College for 4 months in 2013. In my tax preparation role, I dealt with multiple clients who prepared accounting information using QuickBooks, so I have manipulated… I set up and maintained QuickBooks for a startup biotech company using online QuickBooks. I also helped a nonprofit client to transition to QuickBook for Nonprofits; and small business owners to set up QuickBooks.

Tutor w/MA for Spanish, ESL/English, German, QuickBooks, Computers

With hundreds of successful implementations across many different industries and trades, as QuickBooks Certified ProAdvisor and CPA, we have the knowledge and experience you can rely on. Update your financial records, run reports, and track income and expenses from your home, office, on the road, or anywhere you can access an Internet-connected PC. Correctly using accounts receivable, accounts payable, QuickBooks payroll, and inventory modules. As of March 2019, anyone with advanced certification will have to take a short exam to become re-certified.


So it is good to choose the right one before hiring any ProAdvisor. You can follow the below steps to choose a good and experienced ProAdvisor. Pinellas County Florida QuickBooks Sales, Installation, Support, and Training. You can take the QuickBooks Online ProAdvisor Certification Exam as many times as you want. If you do not pass the exam, you have to wait for 60 days before retaking it.

Remote Bookkeeper

Once you’re satisfied with your choice, then you both can get to work finding the right QuickBooks product for you or setting up your new account. 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. If you want help setting up advanced analytics or dealing with international business, we recommend looking for a QuickBooks Advanced ProAdvisor. 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.


Reading through a ProAdvisor’s profile gives you a pretty good idea of who you’d be working with and examples of how they’ll address your business needs. Our company has worked several times with Fourlane, and we could not be happier! From database stability to ledger tie-outs, our file review process will give you an in-depth look into the health and optimization of your QuickBooks data. With thousands of successful QuickBooks data conversions, Fourlane is the most trusted company for converting your accounting data to QuickBooks.

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But now it’s time to upgrade to a more advanced accounting solution. She has helped us navigate building new QB files for two companies and has been a lifesaver is keeping our QB file up to date. She is extremely professional and always willing to teach us how to make changes and updates the correct way. We can’t thank Alisha and the entire Fourlane team enough for helping us organize our company so we can grow!

To filter further, you can search by the specific types of services that you need. We’ll help you find the tax advisor specialist or enrolled agent that fits your needs and works with you the way you want. ProAdvisors are independent pros who can take on your accounting challenges, so you don’t have to. Manage e-commerce New Grow your product-based business with an all-in-one-platform. Manage e-commerce Grow your product-based business with an all-in-one-platform. Creating customized templates for invoices, purchase orders and financial statements.

quickbooks online certification

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 Depending on clientele, some professionals earn multiple certifications. For example, a ProAdvisor might become certified in both QuickBooks Online and QuickBooks Desktop software. I was in a huge crunch with needing assistance to move accounting information off a mid range accounting software to QB for 6 clients ranging from $600K to $2.2 million overnight due to COVID 19.

How to register for the Quickbooks ProAdvisor training:

We’re excited to work closely with you, and our no. 1 goal is to make sure you’re inventory accounting is always protected. We know it’s so important to get the right coverage for your business, and we are honoured you’ve placed your trust in us. If you’ve already purchased a QuickBooks product, you’ll need to find a ProAdvisor with a corresponding certification. Progressive Nursing Staffers was privileged to have Laura Walsh who made our transition from Great Plains very smooth with no glitches.


A QuickBooks ProAdvisor can take some accounting tasks off your plate. As part of our QuickBooks consulting services, we recommend the version of the software that can help improve efficiency and business success. Our first choice for small businesses is QuickBooks Online Edition . It is an online version of the accounting software, but instead of installing it on your computer, you access and manage your data through a secure, encrypted Internet connection.

José A. Alvarez has completed the training and passed the QuickBooks ProAdvisor exam. He has been an active Certified QuickBooks Pro Advisor since the 2006 version. ProAdvisors may choose to take a certain number of hours of training—in-person in a classroom or online—or they can bypass any instruction and sit directly in the exam to get certified. That is where the Quickbooks ProAdvisor consultant certification will come in handy. These professionals have a proven—by passing an exam—expertise in the use of Quickbooks. Setting up QuickBooks properly, creating or importing the company file and completing the chart of accounts.

They are provided various training materials, software, and additional resources to get a better hand at QuickBooks. Accounting software programs like QuickBooks and Peachtree are ideally suited for small business owners. However, no accounting package can be operated properly without sufficient understanding of its features and functionality. It is a must for proper business management to complete the set up and installation properly. That’s why as Certified QuickBooks Pro Advisors we work with many of our clients to train them, assist them ongoing and provide immediate answers for trouble shooting. While it brings all of these important accounting tasks in one place, some business owners may not have the time or desire to manage all these duties on their own.

Being a Certified QuickBooks ProAdvisor offers several advantages, including a deep understanding of QuickBooks software, the most popular accounting software. Certified QB ProAdvisor can be listed on the Find-a-ProAdvisor online directory which helps in connecting with potential clients and building a client list. As QuickBooks Certified ProAdvisor, we’ve made it our mission to know the ins and outs of this powerful small business accounting software, so you don’t have to. We have experience working with companies in many industries with all versions of QuickBooks including QuickBooks Online, Pro, Premier, Accountant Edition, and QuickBooks Enterprise. The Quickbooks ProAdvisor program identifies accounting professionals who can provide insight on the use of QuickBooks for a business or individual. The ProAdvisor can receive four different types of certifications demonstrating different levels of proficiency with QuickBooks and deeper mastery of QuickBooks industry editions.


QuickBooks Disaster Relief – there are times when a file has been so misused or has become so corrupted that the most efficient option is to start a new file. We can set up a new file and export a portion of the data from the old file. QuickBooks Clean-Up – after a check-up we can provide assistance and training to correct your file or we can post the corrections ourselves. QuickBooks provides different training courses according to types of certification. So it depends on the course duration and how long you take to complete it. There is no guarantee to always have a good expert, who can solve or can give you the best advice to manage the business.

We implement best-in-class tax strategies for businesses looking to minimize tax burdens and maximize profitability. Sagenext Infotech LLC is an independent cloud hosting company that hosts legally licensed QuickBooks, Sage Products, and other tax and accounting applications. This will help you locate a suitable ProAdvisor profile along with their expert areas. When you’re taking an exam, you have the option to go back and look at your answers before submitting them. To earn your certification, you must successfully answer at least 80% of the questions in each area.

Intuit Develops Team and Strategy to Take Accountants to the Next … –

Intuit Develops Team and Strategy to Take Accountants to the Next ….

Posted: Fri, 04 Nov 2022 07:00:00 GMT [source]

One of the nice things about QuickBooks is that there are several options for you to consider. As a Certified ProAdvisor we can help you select the version that is right for your business and unique circumstances. Selecting the version of QuickBooks that’s right for your business needs. We can help you get more done in less time when we show you techniques and shortcuts available that will help you save time with your QuickBooks bookkeeping tasks. Consulting on how to use QuickBooks to grow and improve your business.

Minimizing taxes is possible with the help of proper financial planning. WizXpert has a dedicated team of QuickBooks Certified ProAdvisor & accountant who believes in providing comprehensive services in these areas. Keep in mind that there are actually two different QuickBooks Exams, one for QuickBooks online and one for QuickBooks Desktop Pro. Most clients will only use one version of the software or the other, so in most cases, you will only need one certification.