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.

QuickBooks Test

A 10-minute, 12-question QuickBooks test that shows whether a candidate can set up a company file, record transactions, reconcile banking and run reports before you spend an hour interviewing them.

10 minutesMultiple choice12 questions

Start with this test View example test

No credit card required See pricing

Hiring teams that use Test Candidates

What the QuickBooks test covers

The test has 12 multiple-choice questions and a 10-minute limit. Each question has one correct answer. The questions cover the four areas a bookkeeper or finance assistant uses every week:

Set-up: company settings, the chart of accounts, customers, suppliers and items.
Processes: invoices, bills, credits, payments and journal entries, including the situations that trip people up, such as applying a customer credit to an invoice with several lines.
Banking: bank feeds, matching, reconciliation and correcting a mismatch.
Reports: which report answers which question, and how to change dates, columns and filters.

It does not cover tax, because tax handling differs by country and by version. If tax knowledge matters for the role, ask about it at interview.

Candidates on this platform have averaged 58% on this test. That figure is the average of everyone who has sat it here; it is not a pass mark and it is not a norm for a particular job.

How to use the result

The report shows the percentage of questions answered correctly, the time taken and the candidate's answer to every question. Use it to decide who to interview and what to ask them, rather than as a pass or fail line:

High score, fast: shortlist. Ask at interview about the specific reports they have run and the reconciliation problems they have fixed.
High score, slow: they know the software but may be out of practice. Ask when they last used it daily.
Mid score: look at which area the wrong answers cluster in. Weak on reports but strong on processes is a different hire from the reverse.
Low score: if the role needs someone productive in QuickBooks from day one, move on. If you can train, the numerical and error-checking results in the same assessment tell you whether they will pick it up.

QuickBooks knowledge is one input. It says nothing about whether someone is careful with numbers or can follow a process under time pressure, which is why the recommended assessment on this page pairs it with three short tests that do.

Inside the test

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?

Choose an answer

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

Show the answer

The correct answer is Create a credit memo for the customer and apply it to the invoice.

Try the example test

The finance and bookkeeping assessment

Most employers who send the QuickBooks test send it inside a short battery. The recommended set, which you can edit before inviting anyone, is:

Test	Questions	Time	What it tells you
QuickBooks	12	10 min	Can they use the software
Numerical reasoning	9	10 min	Can they work with percentages, ratios and tables
Microsoft Excel	16	10 min	Can they build and check a spreadsheet
Error checking	28	10 min	Do they spot the wrong figure in a column

Four tests, about 40 minutes for a candidate, one link to send. Every candidate sees the same questions in the same format, so you compare like with like.

Each result is scored on our servers the moment the candidate finishes, and you can open the report straight away. Your first five candidates' results are free, with no card needed. After that you pay one price per candidate whose results you unlock, billed monthly, with no plan or annual fee.

Want to see what you will get before you invite anyone? Open the sample report; every number in it is illustrative and it is labelled as such.

About the test author

Every candidate sees the same questions under the same time limit, and every answer is scored on our servers the moment they finish, so scores are directly comparable. We do not claim that a score predicts performance in your job; use it with the interview, and read the report's platform average as context rather than a pass mark.

QuickBooks Test FAQs

Which version of QuickBooks does the test cover?

Can candidates look things up?

Is 58% a pass mark?

Are these tests available in my plan?

Can I see what the test is like?