How to Find a Great QuickBooks Consultant

Finding a QuickBooks expert can be difficult. From accountants, bookkeepers, advisors, consultants, management companies, and many other individuals, there will be someone to help you set up and use QuickBooks more effectively. But many only have a basic understanding of the software, which is why a QuickBooks Consultant would be a better pick for you, as they specialize in it. QuickBooks is a surprisingly powerful accounting program. It can be quite tough to navigate, so here are some things to consider when looking for a consultant:

1. QuickBooks Online Certification

A QuickBooks ProAdvisor can receive a basic QuickBooks Certification. To get this certification, the individual must successfully complete a certification exam. The exam covers topics, such as installation, setup, recording transactions, and financial reporting and candidates are required to score at least an 85% to pass the exam and only get four chances to pass. This certification will assure you that your ProAdvisor will have at least a basic proficiency with QuickBooks.

2. QuickBooks Online Advanced Certification

A ProAdvisor who holds the QuickBooks Advanced Certification Course has an extensive understanding and more expertise with QuickBooks compared to those with the basic certification. Candidates must have passed the basic exam as well as an advanced certification exam. The advanced exam covers intermediate-level accounting principles, advanced features, and requires candidates to demonstrate the ability to be able to troubleshoot process issues. You’ll know your ProAdvisor has proven consistency and dedication toward working with QuickBooks and has been using the program consistently.

3. QuickBooks Point of Sale Certification

The QuickBooks Point of Sale Certification is for ProAdvisors who serve small business in the retail industry who need QuickBooks Point of Sale setup and support. The Point of Sale Certification is only available on a two-year cycle, so ProAdvisors will only need to recertify once every two years. If you run a small retailing business, you will know you are working with someone who understands your industry specifically if you choose a ProAdvisor with this certification.

4. QuickBooks Enterprise Solutions Certification

QuickBooks Enterprise Solutions Certification requires that candidates pass the basic QuickBooks certification and then pass the Enterprise Solutions certification exam. The exam is designed to test individual’s knowledge of QuickBooks financial products and demonstrate their ability to provide QuickBooks Enterprise Solutions setup and support to clients. Those who receive this certification have demonstrated proficiency with the most advanced QuickBooks program on the market.

Totally Booked offers bookkeeping by QuickBooks Certified ProAdvisors based out of NYC. Get in touch today to see how we can help!