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Quickbooks Pro Advisor and Training

  • 120 posts
  • # 98762

Hi All.  I wonder if I could get some advice on Quickbooks please.  I recently had a one-month trial and didn’t find it very intuitive.  Even though I had access to online help, I wasn’t able to use it fully.  So, could I ask some of you Quickbooks experts to advise me on the following please:

1)      If I took the Pro Advisor Route, how good is the training?  Is it structured so that you work through everything logically?  Is the training exclusive to Pro Advisors (rather than just the online help that I’ve already seen)?

2)      Once you are Certified Pro Advisor, do you feel capable of being able to use Quickbooks to do everything we learned up to Associate level (and hopefully, to Member level)?

3)      Does the training include Payroll training?  Would you feel confident in finding your way around tricky things, like how to deal with Childcare Vouchers and various pension schemes as well as statutory payments?  How does it compare with Sage Instant Payroll?

4)      Am I right in thinking that Quickbooks is a popular software used by many businesses (maybe second to Sage)?

5)      If a potential client asked for a Quickbooks bookkeeper, could I accept?  How quickly could I learn to use it competently?

I know it’s a bit risky to invest in the software when I don’t have any demand for it.  But I am more concerned about training so that I can offer it as an option.  Of course, if anyone knows of another way to learn it, that would be great as well.  Any books etc. that I’ve seen so far have been geared towards American audience.

All advice and opinions gratefully received.  Thank you very much in advance.

Helen

  • 746 posts
  • # 98773

Hi Helen 

 

Hope you are okay. I am a quickbooks proadvisor and I do like this, but a bit of advise from the wise. (Dont sign up as a proadvisor untill you have a client), I did because I wanted a good package to offer, so coneequenctly I tied myself to 12 months whether i'd any client or not, which isnt good for cash flow. Im now wondering whether to stay as a proadvisor (I can still use the software), or not. Having said that, it is a good system, a lot is personal choice and your proposed client base. Software is personal choice so if you wernt that keen on the trail, then try some others. I was very tempted by Solar but then i went down the Proadvisor route but that looks good. I have recently had a look at VT cash book which is free and you get VT transaction plus for 60 days and having never used it before found I liked it. 

 

Anyway back to your question. I found the training to be quite good, I qualified both desktop and online. they are now starting to offer days training and I think they do one in Birmingham later in the year. I think the training is much the same as with the Sage certification, a minute to learn but a lifetime to master. Neither of them really prepare you for the real world. 

 

I have found the proadvisor support line very good. I have rang them on several occasions for clients and potential clients and they are brill, Their proadvisor advertising does get you noticed but often people will just pick your brains, but the advise line is very helpful as the clients themselves find it very hard to get through and being an advisor your call does take proprierty. 

I am certainly not the expert a lot of people on here are so don't take my advise too seriously, but I mean it when I say trail what your fancy, and when you get your first client choice a system then depending on their needs. A lot of companies will already have their own system anyway so dont panic.

 

As regards payroll, no i havnt used it, I have it included in my proadvisor fee but unless you have a client that needs it, with RTI you cant really test it, and it doesnt let you do the payroll for someone unless you do their accounts as well. I think though that if you can use sage payroll then you can use any of them. Again get the client and worry about it. 

I think we are always learning, and each of us likes different systems. I have found that most companies still like sage but with quickbooks you can have 99 companies. No one can really advice you as to what you will like. It does depend on what clients you want, but unless a company requests a specific package then choice something that you yourself find easy to use. 

 

Very best of luck whatever you decide.

 

Kind regards and very best wishes

 

Lainy xxx

 

  • 120 posts
  • # 98783

Hi Lainy

I'm good thanks. Not been around much lately as been dealing with some family things.  All back on track now and everybody sorted.

Thank you for your reply. I've read through it a hundred times and I'm still swithering.

I totally hear what you're saying with regard to not getting the software until you have clients. But I'm a bit worried that I might lose out on any work because I don't know it. Somebody recently asked me about Quickbooks Payroll and I couldn't help. Mostly because the payroll goes straight through to the accounts ledgers and they didn't yet have nominals set up for their payroll needs so I was reluctant to mess with their whole accounts system.

That's left me feeling that I'm more bothered about knowing how to use the software than about owning it (if that makes sense).

I kind of feel that £32 per month is a reasonable price to pay just for the training, certification and the knowledge. The fact that I would get a multi-client software with great support is almost just the icing on the cake. It seems like a really good software and everyone seems to speak positively about it. But if I was paying £32 just mostly for the training, then I would like to think that I would know it as well as I know Sage.

I liked your reply of "a minute to learn but a lifetime to master. Neither of them really prepare you for the real world" So true. Gulp!!!

I'll keep on thinking about it and I'll let you know if I come to a decision. I might be picking your brains if I go ahead.

Thank you so much for your great advice as always. It is much appreciated. Hope everything's going great for you.

Best wishes

Helen

  • 491 posts
  • # 98784

Hi Helen

I've been using QuickBooks for well over 10 years now and I think it's a really good package. It's very different from SAGE and this is why, I think, that a lot of people struggle to get to grips with it, if they're also a SAGE user. I think of SAGE as manual bookkeeping on a computer, where as QuickBooks is truly computerised bookkeeping - but that's just my opinion, I'm sure others may disagree!

I agree that £32 (plus VAT!) per month doesn't break the bank - and for this, you would get the Premier package, plus a Pro version that you can sell to recoup some of the money, plus you would get the payroll, so could have a play with this. That said, I'm not keen on their payroll and use MoneySoft myself. The desktop version has a couple of sample files that help - you can drill into transactions and see how they've been set up, this can be useful when learning.

For those that would find the monthly cost too much of a commitment initially, there's always the option of buying a version of Pro from Amazon or Ebay. This could be bought for not much more than £100 and would give you the same learning facility without too much commitment. 

There is also the option of joining the Intuit ProCloud Partner Scheme - (the ProAdvisor is the desktop scheme, the ProCloud Partner is the Online scheme) This is free and gives you a free online version of the program. You can only run one business in this version, and there are no sample programs, but you can play around and delete stuff to start again if you want, in order to test things out and learn.

One thing I find about living in Telford Shropshire - there are very few other QuickBooks bookkeepers - in fact none that use it as their main package except me (that I know of.........if anyone reading this is local to me and knows QuickBooks well, please contact me!) This is probably one of the reasons that I am absolutely stacked out with work - I've been turning it away recently because I just can't take on any more work. The enquiries are nearly always people that are using QuickBooks, or that want to use software, but don't want SAGE, so this may be another good reason for sticking with it and getting to know it well.

With regards to the training - there's plenty of ProCloud Partner webinars available, not quite as many for using the desktop version, and QuickBooks have certainly come on leaps and bounds in the last couple of years with offering this training. It's very good, but it's all the basic day to day stuff - non of it shows you the nitty gritty tricky stuff, you have to learn that as and when the situations crop up - then you get it off places such as the forums or the help lines - which again, as a Proadvisor and ProCloud Partner - these are pretty good now. The Dummies book for the desktop version is good for learning the basics and is UK based.

I'm probably biased, but I don't think you could go far wrong if you took the package on and learnt it thoroughly.

I hope this helps.

Carol

  • 746 posts
  • # 98787

Hi Helen and Carol 

 

Hope you both have a nice weekend.  Helen I don't know if the Desktop quickbooks payroll is the same but the online version is run by the Payroll site so you could look on their site and watch the demo, if that helps. Is it the payroll you are most interested in? If you are a SAGE whizz, is it just the cost that makes you want to change? Have you had a look at SAGE One? When I tried it I wasnt that keen but I think it has changed a lot since it first started and I think as bookkeepers we can still get the online free. Its worth having a look at the free version and seeing what you think. Have you decided yet who your ideal client would be? Im sure whatever you decide you will make the right decision. 

Carol i certainly dont claim to be an expert, but being based in Brierley Hill, Im only a train ride from Telford if you do need any help. 

 

Very best wishes 

Lainy 

 

 

  • 38 posts
  • # 98792

Hi Hel

You have raised most of the questions I also have, I'm a similar position to you, i'm not up & running yet, however I'd like to be able to find my way around some of the more popular software packages and have a reasonable knowledge base, should i find I need it.

I've been using my mock exam papers as scenarios to work through with trial versions. I've had a go with Quickbooks pro, i'm now doing the same with QB online, then I'm gong to try out the Xero trial. I'd thought maybe I could complete the QB online certification as it is free, however, understandably I guess, its geared at people who are in a position to offer customer leads (in the registration process), which at this point i'm not!

I have liked using QB and will definitely consider going down the Pro Advisor route too. It's a bit of a vicious circle as you want the training & certification to add to your resume & help you find clients, but you also need to have the clients to justify the expenditure!

Well for now I'm just trying to educate myself the best I can with the software, so that when the time is right, I can hopefully work through the training packages faster!

Thank you Lainy & Carol for devoting time to help out others, people like you make this forum invaluable, and i hope one day to be in a position to be able to share my 'wealth of knowledge' with 'people like me'! :D

Linda

  • 120 posts
  • # 98806

Hi Carol and Lainy and Linda

Thank you so much for your replies.

Carol, I think you hit the nail on the head there.  I’m a bit fixated with Sage and when I can’t easily see the double entries, then I struggle to check the logical processes.  But I can really see the benefits of being able to use QB and clearly there is some demand for specialists in it.  You have given me much to think about.  I also note what you say (similar to Lainy) that training can only take you so far and we need to get real-life experience to really learn!

That was really useful information from all of you.  Thank you so much.  I have previously completely ignored the cloud/online stuff on Intuit website and didn’t realise I could have the online version for free.  I am now all signed up to the ProCloud Partner Scheme!  Yeah!!  This will give me plenty to practise on while I make my decision on becoming a ProAdvisor, although I’m definitely leaning towards doing it.  I think you all make a very good case for it.

Lainy, I have the Sage One package, thanks.  I haven’t done much with it but I am going to look further at that now.  And no, I’m afraid I don’t know my ideal client yet.  I just target my “marketing” efforts to anyone who will look or listen.

Linda, you sound as if you will be well prepared for anything that comes along.  I took the free Xero and passed the little exam/test, so I am Xero certified but would need to do much more learning if I needed to use it for a client.

Thank you all so much for your great advice as always.  It is much appreciated and I will keep you posted re my progress.

Very Best Wishes

Helen



Edited at 06 Apr 2014 01:29 PM GMT

  • 38 posts
  • # 98810

Hi Hel

Did you have some client details to fill in on the registration QB online you signed up for? i was stumped at this point! :(

I must look for the Xero certification details, I haven't seen that yet!

Good luck with the QB online certification!

Linda

  • 120 posts
  • # 98827

Hi All

Linda, the Xero certification was a time-limited offer.  Don't know if/when it ended but might be worth contacting them.

Regarding QB Online, no, I've been around in circles but can't train without the clients.  Never mind, at least I can see what it looks like.  Anyway, Ive decided I'm definitely going to sign up to QB ProAdvisor and get access to the proper training on both cloud and desktop. It's great to have the advice of people who actually use it rather than salespeople.  Thank you again.

Won't be until next month though, as this month I'll be getting my ticket for the ICB Conference in Glasgow.  So I think I will be having a wee holiday there.  It will be the first time I've been able to attend any ICB event and I'm really looking forward to it. 

Again, thank you all very much for helping me to make up my mind re QB and bring everything to my attention.

Linda, I couldn't agree with you more.  The people on this forum who give their own time and knowledge to others are amazing.  I too hope to be able to help when I'm more experienced.

Thank You and Best Regards to All

Helen

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