QuickBooks skills test (US Version): Online assessment to hire the best candidates

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QuickBooks Online (US version) test

Summary of the QuickBooks Online (US version) test

This QuickBooks skills test evaluates candidates’ proficiency in the US version of the software, including their ability to navigate the system, process transactions, generate reports, prepare reconciliations, and perform other key QBO tasks.

Covered skills

  • Setup and maintenance

  • Invoicing & sales

  • Expenses and vendors

  • Banking and other accounting functions

Use the QuickBooks Online (US version) test to hire

Bookkeepers, accountants, financial clerks, financial managers, and business and clerical administrators.

Type

Role specific skills

Time

10 min

Languages

English

Level

Intermediate
graphic image for role-specific tests

About the QuickBooks Online (US version) test

QuickBooks Online is an accounting software package geared mainly toward small and medium-sized businesses for the processing of accounting information, paying bills, generating sales invoices, preparing reconciliations, and running reports to manage the financial aspect of the business.

This QuickBooks Online test evaluates candidates’ ability to use the software in four key areas: set up a company and maintain lists such as the Chart of Accounts, customers, and vendors; process sales transactions, set up products and services, and process customer payments and refunds; process vendor purchases and expenses, bill payments, and refunds; and set up the banking function and prepare bank reconciliations and other accounting functions such as processing journal entries and running reports as required by the core functions.

Candidates who perform well on this test have a strong grasp of QuickBooks Online and possess practical experience using the software. They have a good understanding of how to navigate the system and process accounting transactions, know which reports to run for a core business function, and can prepare reconciliations to ensure the company’s financial data is accurate.

This test does not cover taxes in QuickBooks Online, as that process and requirements differ from country to country.

photo of the SME for this test

The test is made by a subject-matter expert

Mary-Ann de W.

A Chartered Accountant with a Masters of Commerce Degree, Mary-Ann has been involved in all aspects of business, finance, accounting, taxation (both compliance and international), as well as financial systems, procedures, and designing and implementing internal controls over 20 years. She has extensive experience in preparing budgets, forecasts, and business plans.

Her interests include business and economic news, monitoring stock markets, and reading both technical material and fiction novels.

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