QuickBooks ProAdvisor – Find a Consultant, Expert & Advisor

What are the services and costs of a QuickBooks ProAdvisor?

QuickBooks ProAdvisor offers Bookkeeping services and Accounting, sets 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 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.

You can refer to this article to learn more about their rates and fees.

What are the advantages of hiring a QuickBooks Consultant?

Hiring a certified QuickBooks Proadvisor for your business is one of the great steps taken by you towards the growth of your business, Certified ProAdvisors will help you in several ways:

Proadvisor helps you with various hassle-free services like creating customer invoices, timely account reconciling, paying bills, managing books, and many accounting-related tasks.

• ProAdvisors helps you to set up and customization of your QuickBooks software.
• Easily Solve all your technical problems correlated to the QuickBooks software.
• Intuit-certified ProAdvisors got extensive discounts on QuickBooks products that can be extended to clients.
• Regularly update you with the latest product and release of Accounting and Bookkeeping
• You can properly concentrate on your work and save time.

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 for these certification exams.

These certifications are as follows:

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

QuickBooks Advanced Certification: This certification exam covers the intermediate-level accounting principles, and advanced QuickBooks features, and requires candidates to demonstrate the ability to troubleshoot client data files. The main aim of this certification is 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 gets expired in two-year after passing, so ProAdvsiors needs to recertify once every two years. 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 is 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 be eligible to appear in the Enterprise Solutions certification exam.

How to become a QuickBooks ProAdvisor?

The only way to become a QuickBooks ProAdvisor is by giving the QuickBooks certification exam. Out of 55 questions you have to score 80 percent or more than that. Don’t worry If you are unable to clear the exam on the first attempt, you can try multiple times.

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 QuickBooks Online Accountant account (QBOA). Here, you need to provide basic information of yours like your email address, your name, and your contact number. 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, you can start your preparation for the exam with the QuickBooks ProAdvisor certification exam questions. Prepare from 7 training modules, that are given to you free of cost. 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 clients’ books.

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 the allotted time 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.

How to Choose a Certified QuickBooks ProAdvisor?

There is no guarantee to always have a good expert, who can solve or can give you the best advice to manage the business. 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.    

Step 1: Make Sure About the Certification

First of all, you need to ensure that the ProAdvisor is certified or not. The ProAdvisor must have any one of the product certifications, QuickBooks Online certification, or the QuickBooks Desktop certification.    

Step 2: Check ProAdvisor Profile, Customer Review

Checking the profile of a ProAdvisor is an important step. Here we can get all of the information of the QuickBooks expert like the customer review, certification, and about his/her profession. Check the customer reviews, and average ratings, so that you can get an idea, of how many clients are satisfied with his/her service. Also, check the about sections to know, how much experience the expert has.      

Step 3: Contact the Expert

If you are ok with ProAdvisor’s profile then contact the expert. And ask some questions to know, actually how capable is the person to handle your business or to be your ProAdvisor. 

Step 4: Check References

Take references from past clients to know about their working experiences and the idea of pricing in services. After that, you can go for the agreement on price and can start your work with the new QuickBooks ProAdvisor.

Step 5: Determine what kind of accountant you require.

• Firstly you need to make a list of your requirement like having knowledge about your industry type or not
• Working remotely, or being present physically at the office.
• Know your tax table and as well a better understanding of local tax.
• Ask about the services they provide. Willing to set up for you, educate you, and then just be there if you need help occasionally or not.

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:

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

Narrow your Search: For searching Pro-advisor in your local area, you have to enter your state, city, and Zip code to filter your search according to your locality. In case your search result yields many results then you have the option to narrow it down by filtering the industry type because some industries have a specific accounting requirement.

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. A Meetup group is a group of multiple members who 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 experts, so you have to mention that you are looking for QuickBooks ProAdvisor.

LinkedIn:- It is one of the best platforms to find out a certified QuickBooks ProAdvisor easily. This platform allows you to search for a QuickBooks ProAdvisor and to add filters for the local area, certifications, and etc. The LinkedIn network gives you the opportunity to create a post for referral requests in communities so that you can easily find a QuickBooks expert to manage your business. 

QuickBooks Live:-   It is the official bookkeeping service platform of QuickBooks, where you can easily connect with the QuickBooks technical experts, or with the experts. Here all of the ProAdvisors are well-trained and certified by QuickBooks. They are trained for almost all industries. The experts provide services in three phases; set up, ongoing bookkeeping, and month-end close. You can enjoy a virtual collaboration through video calls with your ProAdvisor and can get detailed reports of your business. Their fees depend on your business type and work from $200 to $600 per month.  
Facebook Groups:- You can take the help of social media like ‘Facebook’ for a good QuickBooks ProAdvisor. Here you can post a request for a ProAdvisor referral in any accountant community, or in any group. The Facebook social media network will definitely help you to find out the right QuickBooks experts.  

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, the 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 in 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.

What is Intuit’s QuickBooks ProAdvisor Program?

Intuit’s QuickBooks ProAdvisor program is intended to help professionals and accountants to enhance their businesses and help QuickBooks users to manage and optimize their businesses. This ProAdvisor program is specially developed for accounting, bookkeeping, tax, and consulting professionals, who are offering services to third-party customers. You can easily get several tools, software, training materials, and assistance from QuickBooks Proadvisor Program to develop your firm and support your customers.

How long does it take to become a QuickBooks ProAdvisor?

QuickBooks provides different training courses according to types of certification. Each course has a different duration. So it depends on the course duration and how long you take to complete it. 

The duration of the certification depends on the certification types:

• QuickBooks Online Certification- The training course can take up to 7 hours to complete and the certification exam can take up to 2 hours.

If you have completed the previous year’s certification, you can take another exam “What’s new” for the current year which takes 30 minutes.

• QuickBooks Desktop Certification- The training course can take up to 12 hours to complete and the certification exam can take up to 4 hours.

QuickBooks Enterprise solution and QuickBooks Point of Sale– These exams can take up to 2 hours each.

What is the difference between ProAdvisor discount and direct discount pricing?

In the QuickBooks ProAdvisor discount, when you pay for your client’s subscription, you will receive QuickBooks’ ongoing discounts and one consolidated monthly bill.

In the QuickBooks Direct discount, your client prefers to pay for their subscription themselves and enjoy the discount for 12 months. After 12 months, the client is charged the current monthly price.

Both the ProAdvisor discount and direct discount receive the same discount. ProAdvisor discounts receive 30% off on ongoing and Direct discounts receive 30% off for 12 months.

Discounts are listed below with the different QuickBooks versions:

QuickBooks Online: 30% off a base subscription

QuickBooks Online Payroll: 30% off base subscription +15% off employee and contractor feesQuickBooks Time: 30% off base subscription +15% off employee fees