Assessment Test

  • READ CAREFULLY THE INSTRUCTIONS BELOW and only submit the form when you are ready to immediately take the one-hour assessment test. (If you submit before you’re ready to take the assessment, you’ll exceed the one-hour time limit, which may disqualify you from the selection process.)
  • You’ll need uninterrupted access to an internet-connected computer in order to independently take and screen record the assessment test.
  • When you click submit on Assessment Test Registration Form you’ll be redirected to the test instructions. Once you complete your name and email address, you have ONE HOUR to upload your recording of the assessment test to a cloud storage platform (e.g. Google Drive, Microsoft OneDrive, DropBox, & WeTransfer) and email a link to Exceeding the one-hour time limit may disqualify you from the selection process.
  • To record the assessment test make sure you have a screen recorder installed. Don’t have one? Loom, Snagit or ScreenPal are good options – they offer free versions and trials of the full version. Make sure to download, install, and test it before you take the assessment test. IMPORTANT: Some recorders have limits on recording length – it’s OK to upload/send multiple videos (in case the recording gets stopped and you have to restart it).
  • The test will assess your accounting knowledge, QuickBooks Online and spreadsheet skills and should take between 30 minutes and 1 hour. You should allot a maximum of 45 minutes for the QuickBooks Online portion to leave at least 15 minutes to complete the spreadsheet portion and upload the recording. This is not a make-or-break test, it’s just one small element in our overall evaluation of candidates. If instructions on the test are not clear, make your best assumption and keep going. If you’re stuck, move on and come back later if there’s time. The assessment is heavy on QuickBooks Online (QBO), but also includes accounting and spreadsheet elements. If you’re not comfortable in QBO, or a little rusty, don’t worry, do your best and submit nonetheless. We are looking for the best overall candidate, not necessarily the most experienced with QBO. Good luck!