QuickBooks Test

A QuickBooks test can help you hire the right employees, based on their skills and abilities to use the QuickBooks software.

  • What is a QuickBooks test?

    QuickBooks is a cloud-based software package for accountants aimed at small to medium-sized businesses. It allows businesses to manage their finances, create invoices, pay bills and run reports of varying kinds as well as submit tax returns and run payrolls.

    The QuickBooks test allows recruiters to ascertain a candidate's QuickBooks skills easily and free from unconscious bias. Using a QuickBooks test a recruiter can confidently differentiate between similar candidates and create a shortlist of those who have the requisite skills.

    The QuickBooks test covers four main business tasks: set up, processes, banking and other core accounting functions. It does not cover taxes as those vary from country to country.

Identify the best candidates and hire faster

Our pre-employment tests let you drill down to the best candidates at the click of a button.

  • Find those candidates who will excel in the role.

    Select the assessments that match the skills or behaviours for the position. You can test for software or coding competency, soft skills like teamwork, or personality traits, to be sure those who pass have high potential.

  • Reduce costs and time.

    No more laborious sifting of resumes or cover letters. Pick your ideal assessment mix, invite your applicants to take them, see the results in your dashboard. Get to the interview stage fast.

  • Eliminate bias.

    All your candidates take the assessments on a level playing field. Only their results determine whether they get shortlisted.

  • Why is a QuickBooks test so important when hiring?

    When hiring a candidate for a role such as a bookkeeper, financial or clerical administrator, and accounts team member, it is crucial that the prospective employees are proficient at using the software that the business uses. If that programme is QuickBooks, using a QuickBooks test will save time during the recruitment process. It allows recruiters to be confident that hires will succeed in the role thereby saving costs in the initial recruitment process as well as not having to re-hire.

    It can be challenging for recruiters to assess the ability of a candidate to use a specific product without the candidate demonstrating those skills. The QuickBooks test, with a series of questions in which the right answer must be selected, does this easily. It also allows recruiters to rank candidates by how many beginner or advanced questions were correctly answered.

    Tests can be combined, so recruiters can ask candidates to complete other tests for software or programs that they may need to use alongside QuickBooks, again removing bias and speeding up the recruitment process.

Sample QuickBooks Test question

A company wants to create an invoice with multiple line items for a customer who has a credit on their account. Which of the following options would be the most viable way to achieve this in QuickBooks?

  • Create a new invoice and manually enter each line item and the credit amount

  • Apply the credit to the customer's account before creating the invoice

  • Create a credit memo for the customer and apply it to the invoice

  • Create a statement for the customer showing the credit balance and the invoice amount

How to assess QuickBooks skills using our test

Our QuickBooks test asks a variety of questions that vary in difficulty level. Candidates proficient in the QuickBooks platform should be able to answer most of the questions correctly.

The QuickBooks test provides valuable data insight into what a candidate knows and understands. The test is structured using multiple-choice questions: a familiar format for most test-takers, that allows instant and objective scoring.

As well as the correct answer, there are typically 2–4 distractors, representing common misconceptions and mistakes. This helps make the test more challenging, so a candidate's ability can be measured more accurately.

Test scores are provided to the user and can be compared to other test-takers in your talent pool, to see how they perform relative to each other.

Each test has been thoroughly reviewed to ensure accuracy and validity in line with industry standards. It has been written, examined and edited by QuickBooks experts and psychometric professionals. A diverse sample of job seekers has also reviewed it to check for any issues including sensitivity, face validity, fairness and accessibility.

This test is continually monitored so our team can optimize performance and regularly assess fairness issues.


Predictor of job success

Picked provides evidence-based recommendations for tests to use for over 750 jobs. Our recommendation engine leverages data from the Occupational Information Network (O*NET) developed by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA).
  • Assessments

    A full suite of assessments

    Our platform comes with 12 tests across both foundation and advanced levels so they’re suitable for everyone. Including aptitude, behavioural and personality tests, you’ll have a full range of tests to help you find the candidates you’re seeking.

  • Analytics

    An array of candidate metrics

    For each of your candidates, you’ll be given a comprehensive report. Included will be all the metrics you need to build a detailed picture of each candidate and ensure you’re making the right hiring decisions.

“The platform is so simple to use. I had used competitor providers for over six years and will never go back. Fast, efficient and friendly!”
Greg Chambers, HR Business Partner, Littlefish Ltd
Greg Chambers, HR Business Partner, Littlefish Ltd
QuickBooks Test expert

Devised by an expert

Developed by our team of I/O psychologists, psychometricians and subject matter experts, our assessments provide reliable, valid and impartial results. They strictly follow industry best practices and stay on the leading edge of innovations to have job seekers’ unique profiles, abilities and knowledge accurately evaluated while minimising bias. They draw on years of research and cutting-edge predictive analytics to create assessments that provide valuable insights into performance, retention, culture fit and more.

QuickBooks Test FAQs

What roles require a QuickBooks test?

Any recruiter hiring for a role which might require the use of QuickBooks will find a QuickBooks test helpful in the recruitment process. This will include all financial administration roles including bookkeepers, accountants and those who might need to upload information such as executive assistants.

Are there formal certificates for QuickBooks?

Candidates can demonstrate their QuickBooks skills with one of four formal certifications that include QuickBooks Online, QuickBooks Desktop Premier or Pro, QuickBooks Enterprise Solutions, and QuickBooks POS. The QuickBooks certified user certificates are managed by Intuit®, the company that owns QuickBooks.

What other skills are required for QuickBooks?

In order to fully use their QuickBooks skills in understanding charts of accounts, reporting and presenting financial data in line with the overall business strategy, candidates will need basic numeracy and literacy skills, including computer literacy. Deductive reasoning and communication skills will also be essential.

Is the QuickBooks test difficult?

The QuickBooks test itself is a straightforward multiple-choice test with one correct answer per question and 2-4 distractors. The test will assess different levels of users from beginner to advanced, and if a candidate is proficient in using QuickBooks, it should not present any undue difficulty.

“An unbeatable service, impressive platform and fantastic value for money.”
Laurence Fishman, Partner, NLPCA
Laurence Fishman, Partner, NLPCA

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