QuickBooks Assessment to assess and find candidates skilled in QuickBooks

Mercer | Mettl’s QuickBooks Assessment evaluates 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. The QuickBooks Test assesses the ability to manage bills, transactions, and payments effectively.

QuickBooks for your business   

QuickBooks has increasingly become helpful for businesses and organizations in managing their accounting books and saving effort on bookkeeping. A candidate skilled in QuickBooks can use the software to generate reports for planning, tax filing, managing sales or expenses, and keeping track of daily transactions. It empowers users to perform bookkeeping processes and bank reconciliations, develop estimates and quotes, and more. Therefore, a candidate must understand the functions and features of the software and establish accounting practices to minimize the time and effort and execute effective inventory management.   

In addition to simplifying the hiring processes, evaluating candidates' QuickBooks proficiency through a QuickBooks Skills Test helps prevent hiring errors by identifying the most suitable candidate for the position.

What are the benefits of the QuickBooks Skills Test?

Hiring managers can assess candidates' proficiency in skills required to effectively utilize the QuickBooks software and contribute to business success by conducting a pre-employment QuickBooks Assessment.  

This test identifies and assesses candidates based on technical knowledge related to basic concepts in QuickBooks, involving the application of QuickBooks features, functions, record-keeping, integration with other programs, cash flow, payroll, inventory management, etc. The most reliable method to ensure that candidates comprehensively understand the software's diverse functions and features is by administering a QuickBooks assessment test.

What is inside this QuickBooks Skills Test?

Designed by subject matter experts, this Online QuickBooks Proficiency Test contains thirty-five questions to be completed in thirty-five minutes. The candidate's skills 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 management strategy to track bills, accounts payable, and receivable transactions and gain critical insights about the business by generating reports.   
• Ability to use accounting software for invoices, payments, accounts charts, and other accounting requirements.   
• Ability to integrate the software with different applications to increase efficiency.

What skills does the QuickBooks Skills Test cover?   

• QuickBooks basics   

The Mercer | Mettl QuickBooks Test is designed to evaluate candidates' ability to use QuickBooks basics and their proficiency in using the software.   

• Chart of accounts   

Candidates must demonstrate their ability and skills to employ a QuickBooks chart of accounts and accounts payable to organize all the accounts and balances lists of the organization. This is necessary to effectively represent the organization's assets, expenses, income, etc., to achieve targets.  

• Integrating with programs   

Candidates must be able to integrate QuickBooks software with other applications and enable a two-way data sync, reducing the time and effort required. 

• Bills and payment   

It tests candidates' ability to use the software for transaction bills, invoicing, etc. It assesses their ability to track, make, and customize invoice payments. It measures the candidates' ability to create and delete transactions, bills, and fees and categorize them for report generation.  

• Recording   

The test evaluates candidates' ability to use the QuickBooks recording feature for expenses and adds other details for effective bookkeeping.

Who uses a QuickBooks Skills Test?

A QuickBooks Skills Test is used by employers and hiring managers seeking to assess candidates' proficiency and knowledge in using QuickBooks, an accounting software package. This test is typically used for bookkeepers, accountants, and other finance-focused positions. Employers use the QuickBooks Skills Test to evaluate applicants’ ability to process accounting information, generate sales invoices, prepare reconciliations, and run financial reports. It aids recruiters in identifying candidates with the necessary skills and expertise to manage the financial aspect of a business using QuickBooks effectively.

What roles can you assess by using the QuickBooks Online Skills Test?   

• Accountants 

Accountants manage financial transactions and ensure accurate record-keeping. They prepare financial statements and conduct financial analyses. They are responsible for providing tax compliance by preparing and filing tax returns and participating in internal and external audits to review financial records and ensure compliance with accounting regulations and standards. 

• Bookkeepers 

Bookkeepers are responsible for the daily financial operations of an organization. They record and categorize financial transactions accurately, ensuring that each transaction is classified correctly and posted to the relevant accounts. Bookkeepers maintain the general ledger, which serves as a central repository for all financial activities, ensuring that it is up-to-date and accurate.   

• Finance executives 

Finance executives are responsible for developing financial plans, budgets, and forecasts to guide financial decisions and strategies. They manage financial operations, including cash flow management and investment decisions, to ensure financial stability and growth. They ensure compliance with financial reporting and regulations, ensuring the organization's financial statements are accurate and aligned with accounting standards.