Discussion:Becoming a QB Pro Advisor
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Discussion Forum Index --> General Chat --> Becoming a QB Pro Advisor
Actionbsns (talk|edits) said: | 8 February 2009 |
| After meeting with Natalie when she was visiting the Big Island about a month ago, I've been thinking about becoming a QB Pro Advisor. I'm just wondering what has been the experience of others who have done so? The software alone seems to be worth the expense, but I'm not sure about Enterprise Solutions. I watched the video and everyone said it was great, but there was no definitive reasons as to why it was great or how it impacted someone's practice. I can see that the payroll add on would be valuable to have. Is it worth the time and effort to become certified with Intuit? The cost is $449 per year and the payroll addon is about $150, I think I pay more than that for the payroll subscription I have now which will be due soon. If you have become a QB advisor and/or a Certified QB Advisor, how has it impacted your business? | |
| 9 February 2009 | |
| We're in the process of becoming QB advisors but we really only did it because the cost for the new software and the payroll addon made it worthwhile. Still waiting to see. | |
| February 9, 2009 | |
| Fred, a QBs ProAdvisor?! Wow, look out Intuit.
| |
Taxalmancer (talk|edits) said: | 9 February 2009 |
| I've used QB for a very long time and was thinking about becoming a QB ProAdvisor to hopefully attract new clients. Is this effective for attracting clients or is it just another way for QB to get you to buy a new version each year? | |
| 9 February 2009 | |
| Let's put it this way, if you have enough clients, you need to buy the new version each year anyhow. And if you process payroll, it virtually pays for itself. And yes, people to search for QB advisors on the web. And Natalie, I'll deal with you later. | |
| February 9, 2009 | |
| Taxalmancer, I agree with Fred that the membership pays for itself, especially when you have clients who always have to have the newest version.
Promises, promises Fred. | |
| 9 February 2009 | |
| The only thing that I hate about it is that the way they are doing things with their technical support makes it impossible for me to get anything done. The Pro Advisor is taken out in my boss's name not mine. I'm the one who works with it primarily not my boss so when there are problems that need to be resolved through that way I have to give my boss the question and he gets so frustrated that he puts them on the speaker phone to talk to me and him and some of them are assinine enough to refuse to talk then because they want to talk to only him. I wish there was a way to license the firm and that the partner's in the firm or the owner's of the company would be allowed to have up to say three people other than themselves that would be authorized to talk to technical support. It would make my job easier. I did have one of the guys one time suggest that I become a proadvisor myself and moonlight as a Quickbooks expert on the side...can you say "unemployment line?" | |
Actionbsns (talk|edits) said: | 9 February 2009 |
| Now that someone has brought up tech support. I'm wondering if we would be able to get an old issue resolved. I have a client who is using version 2003 because we can't bring them any further than that without locking up the computer. I tried skipping 2004 and going directly to 2005 once and had the same result. The client doesn't want to pay for the time spent with tech support to resolve the issue and is happy sitting where they are. I'm curious what the issue is and would love to resolve it partly for my own edification. The file goes back very far and is very large, which I suspect is part of the problem. Anyway, would I have access to tech support that help resolve this type of issue? | |
| February 9, 2009 | |
| Sorry Action, 2003 has already been sunset. My understanding is that it is no longer supported by Intuit. How big is the file? And what edition is the client using? | |
Actionbsns (talk|edits) said: | 10 February 2009 |
| Natalie, I don't want support for 2003, I want help in updating the file to the current year. The file goes back at least 10 years and I'm sure there are a lot of transactions since they use the program for invoicing and creating sales receipts, there would be a lot of transactions per year. The files have been archived over time, but since the 2004 version came out, we have not been able to upgrade the client. They were using version 2002, then when they had a crash a couple of years ago, they borrowed a version 2003 and that upgrade worked well. So we would need help in getting past that hump and onto the current program. | |
| February 10, 2009 | |
| It sounds like you may need some technical support to figure out why the file isn't upgrading properly. What edition is the client using and how big is the file? | |
Actionbsns (talk|edits) said: | 10 February 2009 |
| They are in QB Pro version 2003 currently. Do you think if I signed on as a QB Advisor, the available tech support would cover this issue? | |
| February 10, 2009 | |
| I guess you could try, but I don't think they'll help you. Intuit sunset 2003 a while ago. What is the message your client gets when they try to upgrade? | |
Actionbsns (talk|edits) said: | 10 February 2009 |
| There's no message. We've tried the upgrade on at least three different computers. It just locks up the computer solid and it as to be restared. So it's not even been tried on their computer which is old to begin with. But since it's locking up on newer, faster computers, I can't see that this the computer is the problem. There's something going on within Quickbooks. It's really weird because I've never seen this happen on any other client. I've upgraded other, old and extensive files and not had this happen. | |
| 10 February 2009 | |
| Um the only thing that I've encounted that is anywhere close to that is when we tried to access a client file in 1999 Quickbooks and found out that NO ONE knew the administrators password AT ALL. I was calling the person who installed it who's the controller for other companies that the client owned, but not this company and she didn't have a clue either. We ended up having to send the file via online to the password breaker get it broken and then upgrade. So you have restored the file to newer computers -- have you tried to verify data/rebuild data? That may be your only option at this point. I had the same thing happen with another client fortunatly the software hadn't been sunset yet so they could fix the problem via tech support. But it may not be a bad idea to verify the data...especially if you are considering taking it to YOUR computer and getting it fixed. Tech Support will not talk to you about the old system at all...they can't do anything because they don't have any clue how to service the problems in the 2003 version anymore. | |
| February 10, 2009 | |
| I would also recommend making sure that any anti-virus program(s) is shut off. In fact, it's probably not a bad idea to have just QBs open when you try to do this again, after the rebuild. | |
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