Note: The Help Me Choose results will not change unless you change the search criteria or actually send a request to those ProAdvisors.These four are selected from the initial search results and will be rotated providing the user with choices from newer Certified ProAdvisors to Advanced Certified ProAdvisors. Clicking on the Help Me Choose provides them with four ProAdvisors - two Advanced Certified and two Certified ProAdvisors. If the user doesn’t know who to select from the initial search results, they can click on Help Me Choose. The Help Me Choose button (as shown in the screen shot above) is new. It is not calculating properly so a person with one 5 star rating can show before someone with numerous 5 star ratings. The option to Sort by Highest Rated is one of the bugs Intuit is aware of and currently working to fix.They can also Sort By various factors including name, distance, certifications or highest rated. Instead of an Advanced Search button, the QuickBooks user looking for help can click on Refine Results (to select Products You Use, Services You Need or Your Industry). It’s an especially helpful nudge to those SBO’s who may have a tendency to procrastinate.” According to Eric de Guzman (Intuit engineering team) and Ian Vacin (Intuit Product Manager) “our studies have shown that making it easier for SBO’s to contact you with fewer clicks of the mouse (and not requiring cut-and-paste or going to another room to borrow a pen to note it on a planner) do help generate more opportunities for you to add more clients.Hopefully this will lead to more referrals and requests for us! Plus, I like that the request is via email instead of a phone call. I like this change! Providing the ability to Select and Send Request makes it much easier for users.I encourage you to test it - select yourself and send a request so you will see the emails generated to the user and ProAdvisor. When the user clicks on Send Request, an easy to complete form (as shown below) generates a confirmation email to the user and to the Selected ProAdvisors. Plus, on each ProAdvisor’s profile page, there is a ‘Add to Selection’ button at the top. They can select several ProAdvisors and send a request to them all. If they click Select, then on the right they see the selected ProAdvisor and they can Send Request. When the user mouse-overs over a name/profile, a Select button appears under the name. What has changed is the ability for a user to quickly select a ProAdvisor and send them a request. Most users will use the initial search results to contact a ProAdvisor and the rankings have not changed. Advanced Certified ProAdvisors are almost always listed first and for several pages in many metro areas. The initial search results are based on several different factors including: advanced certification, certified in current year, number of years certified, other certifications (QuickBooks Enterprise and/or QuickBooks Point of Sale), ratings, distance and picture on profile. They see the search results of Certified ProAdvisors who meet this criteria (92 in my area, 387 in New York and 361 in LA). When someone searches the Find-a-ProAdvisor website, they enter a zip code and can select a range of 5-500 miles (the default is 30 miles). I would encourage you to read his letter too. Ian Vacin, Intuit Product Manager for the ProAdvisor Program, wrote a letter explaining what changed, why things changed and more here.I get a lot of referrals and clients from the Find-a-ProAdvisor website. I’m usually the first one listed in the Kansas City area (including the various suburban cities) since I’ve been Certified since 2004, have other certifications, ratings, etc. I have my own business and I’m an Advanced Certified ProAdvisor so I’m impacted by these changes too.I try to represent accounting professionals and when necessary, I contact Intuit to convey comments, feedback or complaints that I hear from accounting professionals. I’m one of their national trainers, write courses for Intuit Academy and consult with product development. I have a close relationship with Intuit.Thus, when Intuit makes changes to the Find-a-ProAdvisor website, we want to know what changed and how will it impact me? Hopefully this blog post will help answer those questions.įirst, I want to clarify a few points in the interest of full disclosure: The Find-a-ProAdvisor website is a a great source of leads, referrals and new clients for many QuickBooks Certified ProAdvisors (you must be certified to be listed). These small business owners (SBOs) and QuickBooks users are looking for someone to help them with QuickBooks. The Find-a-ProAdvisor website receives over 400,000 unique visitors annually.
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