They appreciate the assessment as many times they simply don't know what would be best for them. If a client hasn't chosen QBO or QBD yet, I do a needs assessment to determine which one would be best and tell/show them why. In some instances I advise them to switch based on their business needs.
#Quickbooks pro advisor in austin tx for point of sale how to#
Knowing the strengths and limitations and how to overcome them with each software is ideal, but you have to start somewhere and that's where advice is spot on.Īlso, prior to contacting me, some of my clients have already decided between QBO or QBD. Bank feeds make the accounting for my company so simple and that's the main reason I'm on QBO. I run my own business on QBO because I have a lean set up one bank account and one credit card. Knowing the functionality of QBD and where it may excel compared to QBO and vice versa has helped me make good business/financial decisions for my client. Some of my other clients have inventory needs that are best suited for QB Enterprise. 14 instances of QBO, so it makes financial sense for them to be on QBD. I can support them with one copy of QBD vs. As an example, one client of mine has about 14 (and counting) real estate holding companies. I work with a lot of business owners that have multiple companies.
I will say that being certified/advanced certified in QBD has been a huge help for me. Advisory skills will help set you apart from your peers. I agree with you should learn QBO, get certified, advanced certified, and enhance your advisory skills. I'm more comfortable in QBD just because it's what I've used for years. A link to the program for Desktop.scroll to the bottom of the page:
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