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  McWilliams & Associates Inc :: Bookkeeper Test for QuickBooks Accounting Software Users

Bookkeeper Test for QuickBooks Accounting Software Users

  Bookkeeper Test for QuickBooks Accounting Software Users

Tired of hearing the "I know QuickBooks" lie?

For small businesses and accountants alike one of the most time consuming and frustrating tasks is looking for a good bookkeeper. Everyone thinks they can do bookkeeping and every one thinks they know QuickBooks, but most are not very proficient at either! Now you have another alternative to taking their word for it. Our extensive QuickBooks test especially designed for bookkeepers in the United States is a way for you to know, by functional area, exactly where they have strengths and weaknesses. It is also a way to re-test your own staff to see how their knowledge is progressing as they continue to use the software on a daily basis. With all the new versions and different ways businesses use QuickBooks, the knowledge one develops is constantly changing over time.

Trying to find an objective way to choose?

While a test alone should never be relied on to make a hiring decision, it can be one more tool in your arsenal. Used in conjunction with an effective interview process, thorough background screening, and comprehensive reference checks, it can help to provide another way to compare candidates. The questions themselves are presented in such a way as to require the application of knowledge, not just fact recall. We feel it is more important that the candidate can think through the scenario to develop a solution rather than just regurgitate tidbits of information.

This often translates into lower test results than what you might expect. This is also why we feel it important to provide the results by functional area so the determination can be made based on the job they will be performing which areas of the test will be critical.

Currently, the average score for the Full Test Product is 42.41%, and the average score for the General and Banking Test Product is 36.79%.

Through my work with hundreds of clients and thousands of accountants, I came to recognize a serious problem common to so many of their businesses… Finding and evaluating bookkeepers is a real challenge. In fact, we had a staff of 12 bookkeepers so we understand your pain first hand. We have since discontinued offering those services to focus on supporting the Accountants and their clients who use QuickBooks, but as part of that process we have been hearing a request for an effective solution. For this reason I have taken my years of experience as a CPA, Controller and QuickBooks Consultant to develop an assessment to test for many of the common issues I have seen. Note that this does not test on basic bookkeeping knowledge, only specific QuickBooks skills.

The functional areas are:
- General QuickBooks Knowledge
- Banking
- Accounts Receivable
- Accounts Payable
- Inventory
- Payroll

Below is one example of the type of question that will be asked on the QuickBooks bookkeeping test.

Click here for the Full Test product

Click here for the General and Banking Test product

How it works

This is an on-line test, so we strongly recommend that you proctor the exam yourself. There are about 80 questions, so you can anticipate that it will take a couple of hours for the participant to complete it. In fact, the test is timed to expire in 150 minutes.

To begin, you process the order via the links below and you will immediately receive an e-mail with a link to the key Management page. At that point, login to assign a test to a specific participant so they can log in to complete the test. At the conclusion of the exam, the results will appear by each of the six functional areas on the screen and will be e-mailed to the purchaser of the test.

In addition to assigning the key code from the purchaser's login, once the test is completed, the total score is now displayed as well. Plus on the review results screen it is also possible to drill down to see the test that they took, along with how they answered each question. If it was correct, the answer is displayed in green, if it was incorrect, the answer is displayed in red with the correct answer in green. That means that you can now use the test as a learning tool for yourself and staff as well as a way to assess knowledge in the functional area.

Click here for the Full Test product

Click here for the General and Banking Test product

Purchase Information

As part of the test, you are able to offer feedback about the format and content of the test. There is a comment box on each screen so you can tell us what you think about the questions, as well as if you think there is something we are missing. We want to hear all your opinions! This also gives your test taker an opportunity to provide comments. A single test is $25.00. If the quantity is changed to 5 or more during the check out process, the price will drop to $20.00 each. There is also a shorter test that only includes the General and Banking sections that is available for $5.00 each or $3.50 for 5 or more. This is a great way to try out the test or do a quick knowledge assessment.

The key codes will be valid for one year from time of purchase at which time they will expire.

Want More Information ?

This is a perfect topic for our Free Monthly Discussion Forum Tele-Class once it is completed so you can see the product in action and hear about our first hand experiences. Please complete this contact us form if you have specific questions.

Our Newsletter Archives

Ask the Expert – Bookkeeper Screening

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Ask the Expert - Building a Bookkeeping Business

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