Finding A QuickBooks Consultant for Your Company  Finding A QuickBooks Consultant for Your Company

Finding A QuickBooks Consultant for Your Company

You would think that finding a QuickBooks expert wouldn’t be that difficult. People from many walks of life use it, including accountants, bookkeepers, financial advisors, business consultants, and management companies. However, just because someone uses it doesn’t mean they are an expert with it. That is why hiring a QuickBooks Consultant is the better choice for your San Diego business.

QuickBooks is a powerful, robust accounting software. Because of its many features and levels, you need to be certain you are getting a true expert when hiring a consultant. One way to do this is to get a consultant with proper certifications.

#1 QuickBooks Online Certification

This is the basic certification for the QuickBooks ProAdvisor. To obtain this certification, the person must pass a rigorous exam that covers a range of topics including the installation of the software, basic setup, how to record transactions, and how to retrieve financial reports from the system. A passing grade is 85% and a candidate has only four tries to pass the certification exam.

A consultant with this certification has a basic understanding of how to set up and use QuickBooks.

#2 QuickBooks Online Advanced Certification

This next step up from the basic certification. A QuickBooks ProAdvisor who has this advanced certification has more proven expertise and proficiency. Before taking the advanced certification, the ProAdvisor must pass the basic certification exam.

The advanced certification exam requires a higher level understanding of accounting principles and advanced features in the QuickBooks software. Candidates must also have the ability to troubleshoot process issues.

A ProAdvisor who passes the advanced exam has proven knowledge and dedication working with the software.

#3 QuickBooks Point of Sale Certification

For ProAdvisors who offer services to small retail businesses, getting the QuickBooks Point of Sale certification is a must. The certification demonstrates that the ProAdvisor understand how to set-up and manage the Point of Sale software. This certification requires the ProAdvisor to re-certify every two years due to the changes that occur in the software.

For retail businesses, it is important to work with a ProAdvisor with the Point of Sale certification.

#4 QuickBooks Enterprise Solutions Certification

QuickBooks offers a number of financial products for businesses of all sizes. The QuickBooks Enterprise Solutions certification exam tests the candidate’s knowledge of these products and that they can provide QuickBooks Enterprise Solutions setup and support.

Candidate must first pass the basic certification before being allowed to take the Enterprise Solutions exam. Those who pass are true masters of the most advanced QuickBooks product on the market.

If you need a QuickBooks Certified bookkeeping and accounting services, call OnTrack Financial in San Diego today. We are ready to assist you.

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