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When you first started your business, you may have used spreadsheets to keep track of sales, and paper time cards to record employee hours for payroll. But now it’s time to upgrade to a more advanced accounting solution.

The question is: How do you find the right one?

One way to get your small business questions answered is by consulting a QuickBooks ProAdvisor. QuickBooks ProAdvisors include professional accountants and bookkeepers who are certified for their understanding of QuickBooks products.

ProAdvisors can help you figure out what solution is best for you and get you off the ground and running with your new software. They can also offer small business owners advice on financial planning, financial statements, and accounting processes.

Keep reading to find out when you should contact a QuickBooks ProAdvisor and how to go about finding one.

QuickBooks Customer service
Intuit QuickBooks isn’t just a tax filing software. It also offers a robust suite of accounting and financial software options for businesses. Its products include everything from accounting and bookkeeping to inventory management.

While the QuickBooks suite is an excellent choice for any small business, it can be tough to figure out which products are right for you. So, the company launched its QuickBooks ProAdvisor Program, which empowers accounting professionals (and some non-accounting professionals) to earn a certification after completing QuickBooks training and passing the exam.

QuickBooks offers four primary certification types:

QuickBooks Online ProAdvisor
QuickBooks Desktop/Premier ProAdvisor
QuickBooks Point of Sale (POS)
QuickBooks Enterprise

For each certification, applicants must earn an 80 percent or higher on the QuickBooks’ 81-question certification exam.

Depending on clientele, some professionals earn multiple certifications. For example, a ProAdvisor might become certified in both QuickBooks Online and QuickBooks Desktop software.

Many QuickBooks ProAdvisors are also certified public accountants (CPAs). QuickBooks also offers a QuickBooks Pro Advanced certification that includes passing the basic certification three years in a row, completing ten additional modules, and passing the advanced exam.

Advanced advisors are an excellent option for any business owner who deals with issues like job costing, non-standard transactions (including customer deposits and bounced checks), progress invoicing, and vendor payments.

When to Use a QuickBooks customer service
The best time to look for a QuickBooks cutomer service 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.

Professionals with an advanced certification dive deeper into topics like analytics/reporting, inventory management, business taxes, and multicurrency.

How to Find a QuickBooks customer service
When looking for any type of advice for your business, it’s crucial that you find the right QuickBooks consultant for you.

Follow these steps to find your perfect certified QuickBooks ProAdvisor match.

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.

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