How it works

Take the quiz to match any client with a custom product recommendation in minutes.

Take it alone—or together!

Take the quiz your way—with or without your client!

Planning to take the quiz on behalf of your client? Sign in to QuickBooks Online Accountant any time to look up details about your client’s business to help guide your answers.

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Get a custom recommendation, plus exclusive savings

Save your clients time—match them in minutes with a custom QuickBooks recommendation.*


Pass along exclusive savings on QuickBooks Online, QuickBooks Online Payroll, and QuickBooks Payments subscriptions with your ProAdvisor Preferred Pricing discount.*

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Share it or set it up

Share the custom recommendation with your client or learn how to set up their subscription with how-to videos, articles, and more.

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