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QuickBooks Online New Hire test & Interview questions for you next internal bookkeeper

Note: if you are looking for QuickBooks DESKTOP test and not the Online version, click here

We actually get hired quite a bit to find other businesses a permanent internal bookkeeper, and within a week of putting up a job posting anywhere, we get 50-100 resumes; and EVERY says they have QuickBooks Online experience…  However, when we interview them, we realized that by “QuickBooks Online Experience” they really meant that they have used it before but are not “experts”… So, I devised a test based on my own questions from the live QuickBooks Online classes we teach in Miami.

IF you want to purchase my kit that comes with printable test and answer keys, the cost for the kit is $79:

See a Sample multiple choice test in PDF here or Download the ESSAY/NOTES Style test here








Or you can take FREE Test Online (takes about 50 minutes) and get a grade result via e-mail

Here are the 50 questions from the QuickBooks Online quiz:

  1. What is “Undeposited funds”?
  2. What are some of the different types of items?
  3. Where or How are items used in QuickBooks?
  4. What would happen if you try to delete an item that was sold a couple of years ago, but has not been used in a while?
  5. What does Accounts Receivable mean?
  6. What is the best function to enter inventory being purchased?
  7. Which Reports in QuickBooks shows the activities of the company such as sales and expenses?
  8. What does Bank Reconciliation mean?
  9. When viewing a summary style financial report, such as a Profit and Loss Standard, what happens when you click on the amount shown next to any account?
  10. When viewing a detail level report, such as Open Invoices Report, what happens when you click on the amount shown on any particular transaction?
  11. What is the difference between reconciling a Bank Account and a Credit Card Account?
  12. When analyzing Financial Reports such as Balance Sheet and Profit & Loss, what is the best way to spot potential bookkeeping or classification errors?
  13. What does it mean when you have a balance in Undeposited Funds?
  14. What is the difference between a Customer:Subcustomer and a Project?
  15. When should you not use the “Check” Function in QuickBooks Online?
  16. What is the best way to record a pre-payment for inventory to a vendor before the inventory has been received or the Bill created?
  17. Which forms can be customized, using the “Form Styles” function, in QuickBooks Online?
  18. What does Recurring Transactions mean?
  19. How do you enter a Sales Order in QuickBooks Online?
  20. What is a Sub-Account and what is it used for?
  21. How do “Bill -> Pay Bill” feature differ from “check/expense” feature?
  22. Which transactions in QuickBooks are considered Non-posting?
  23. How do you record a payment from a client that is paying multiple invoices?
  24. What is the relationship between an account and item?
  25. How do you determine if a check has been reconciled in QuickBooks?
  26. How do you export QuickBooks Online reports into excel?
  27. What is the purpose of exporting reports to excel?
  28. If you want to modify the account or name filters within a specific report you have open, where do you click?
  29. How does Accrual Basis of Accounting differ from cash basis:
  30. What is the keyboard shortcut for the date to jump to “Today’s” Date?
  31. What is the best way to record a customer prepayment before the invoice has been created for the sale of inventory items on backorder?
  32. What account(s) does an Inventory item post to?
  33. What are the most used reports in QuickBooks Online to understand the financial health of the business?
  34. What does “Billable” Time and Expenses mean?
  35. What does Accounts Payable mean?
  36. What do you do with transaction left uncleared after completing the reconciliation?
  37. What is the Undeposited Funds account used for?
  38. With QuickBooks Online Payroll enabled and paying payroll taxes, you must never:
  39. What is a “Petty Cash” or “Cash on Hand”? (choose the best answer)
  40. What is the best way to record a single vendor payment to a vendor to pay multiple bills?
  41. What is one reason to enter customers (and have a customer database) on the Customers section?
  42. Which Reports in QuickBooks shows the value of the company such as assets and liabilities?
  43. How could you write-off an invoice that was partially paid, but still has a balance? (Accrual Basis Accounting)
  44. What are the benefits of connecting your bank to directly download transactions (Bank Feeds) into QuickBooks?
  45. What is the Chart of Accounts?
  46. In the vendor center if you notice several names (with misspelled or variations of the name) related to same vendor, How you do to clean up the Vendors list?
  47. What is the difference between Classes and Locations?
  48. What is true about the QuickBooks Online Advanced version?
  49. Why do most people choose QuickBooks Online over its “Desktop” counterpart?
  50. What lists could be imported from excel or CSV spreadsheets into QuickBooks Online?


If you need help building a custom exam for your company that needs to pick and choose some these questions and/or add others that are more geared towards an industry, let me know:


Note: if you are looking for QuickBooks DESKTOP test and not the Online version, click here

Hector Garcia

Hector Garcia

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