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QuickBooks assessment to assess and find candidates skilled at QuickBooks

QuickBooks assessment measures candidates' technical knowledge including the application of the features, integration with other programs, etc. Designed by subject matter experts, QuickBooks assessment helps measures critical skills candidates need to use QuickBooks effectively.

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Inside This Assessment

QuickBooks has increasingly become helpful for businesses and organizations to manage their accounting books and save effort on bookkeeping. A candidate skilled at QuickBooks can use the software to generate reports for planning, tax filing, managing sales or expenses, and keeping track of daily transactions. Therefore, it is crucial that a candidate understand the functions and features of the software and develop accounting practices to minimize the time, effort and execute effective inventory management.

Mercer | Mettl’s QuickBooks assessments help you assess candidates based on their understanding of the QuickBooks accounting software package and their ability to use the application for invoicing, integration with other programs and billing management skills.In addition, QuickBooks assessment tests can help evaluate the ability to manage bills, transactions, and payments effectively. 

Designed by subject matter experts, this online QuickBooks proficiency test contains 35 questions to be completed in 35 minutes. The skills of the candidate are evaluated on three levels - easy, medium and difficult. This test includes a set of specific role-based application questions to assess the technical knowledge on the following aspects:

  • Ability to execute the most efficient management strategy to track bills, accounts payable and receivable transactions, and gain critical insights about the business by generating reports.
  • Ability to use the accounting software for invoicing, payments, the chart of accounts and other accounting requirements.
  • Ability to execute the integration of the software with other applications to increase efficiency.

Moreover, this test aims to assess the candidates on the technical knowledge related to basic concepts in QuickBooks involving the application of the QuickBooks features, functions, record-keeping, integration with other programs, cash-flow, payroll,  inventory management, etc.

Key profiles the test is used for:

  • Accountants
  • Bookkeepers
  • Finance Executives

QuickBooks Competency Framework

Get a detailed look inside the test

Competency Under Scanner



QuickBooks basics

Demonstrating an ability to use Quickbook basics and inventory to be able to operate the Quickbooks accounting software.

Chart of Accounts

Demonstrating an ability to use Quickbook chart of accounts and accounts payable to organize a complete list of all the organization's accounts, balances, to represent the company's assets, income, expenses, etc. and to achieve the project objective.

Integrating with other programs

Demonstrating an ability to integrate Quickbooks with other programs to enable two-way data sync to minimize time and effort.

Bills and Payment

Demonstrating an ability to use Quickbooks for invoicing, transaction bills, etc. to create or delete transactions, bills and payments, to categorize the payments for report generation, and to track, create and customize invoice payments.


Demonstrating an ability to use Quickbooks' recording feature to record expenses and add other details for bookkeeping.

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