Free online assessment

Assess your QuickBooks Online Canada skills for free

45-question technical assessment drawn from a 72-question bank to place a learner in QuickBooks Online Canada and recommend the most useful training modules.

This assessment measures knowledge and produces a practical diagnostic. Modules are recommended after the test; they are not an offer of paid courses.

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What is assessed

Questions about practical workplace skills

The test covers different areas of the software, including beginner, intermediate and advanced questions. The score and skill-area breakdown help reveal strengths and topics to revisit.

This is not an official certification and should not be the sole factor in an employment decision.

Who can use it

QuickBooks Online Canada user

Employees and applicants.
HR professionals.
Employers, managers and team leads.

Assessment learning framework

Modules that may appear in your recommended plan

The topics below form the recommendation framework associated with this assessment. The system selects priorities using individual answers and proposes a plan to use independently with a provider of your choice. We do not deliver these courses through this website.

Topic M01

Company setup and chart of accounts

Organize accounts used to classify assets, liabilities, income and expenses • Determine an account’s general accounting treatment and report placement • Record a starting balance when setting up an account when appropriate

Organize accounts used to classify assets, liabilities, income and expenses
Determine an account’s general accounting treatment and report placement
Record a starting balance when setting up an account when appropriate
Standardize items billed to customers with associated income, price and taxes
Apply a structured workflow for company setup and chart of accounts

3 h

Topic M02

Customers, sales and invoices

Bill a customer now while tracking an amount to be received later • Record a sale paid at the time of the transaction • Apply a received payment to one or more open invoices

Bill a customer now while tracking an amount to be received later
Record a sale paid at the time of the transaction
Apply a received payment to one or more open invoices
Reduce the amount a customer owes because a credit was granted
Apply a structured workflow for customers, sales and invoices

3 h

Topic M03

Vendors, expenses and bills

Record an expense paid immediately by bank, card or another method • Record an amount owed to a supplier that will be paid later • Pay one or more open vendor bills while preserving the accounting link

Record an expense paid immediately by bank, card or another method
Record an amount owed to a supplier that will be paid later
Pay one or more open vendor bills while preserving the accounting link
Record a credit granted by a vendor to reduce an amount payable
Apply a structured workflow for vendors, expenses and bills

3 h

Topic M04

Banking, cards and imported transactions

Automatically import transactions from a connected financial account • Link an imported bank transaction to an operation already recorded in QuickBooks • Create or classify an imported transaction in the correct account when no match exists

Automatically import transactions from a connected financial account
Link an imported bank transaction to an operation already recorded in QuickBooks
Create or classify an imported transaction in the correct account when no match exists
Automate categorization of recurring transactions based on criteria
Apply a structured workflow for banking, cards and imported transactions

3 h

Topic M05

Bank reconciliation

Compare the QuickBooks register with the bank statement to confirm balances and transactions • Enter the ending balance shown on the statement used for reconciliation • Measure the remaining gap between cleared transactions and the statement

Compare the QuickBooks register with the bank statement to confirm balances and transactions
Enter the ending balance shown on the statement used for reconciliation
Measure the remaining gap between cleared transactions and the statement
Retain a summary of reconciled transactions and reconciliation status
Apply a structured workflow for bank reconciliation

3 h

Topic M06

Canadian sales taxes

Apply and track federal or harmonized sales tax according to jurisdiction and transaction • Track Quebec sales tax when the business is registered and the transaction requires it • Review collected, paid and filing amounts according to the setup

Apply and track federal or harmonized sales tax according to jurisdiction and transaction
Track Quebec sales tax when the business is registered and the transaction requires it
Review collected, paid and filing amounts according to the setup
Assign the appropriate tax treatment to sales or purchases
Apply a structured workflow for canadian sales taxes

3 h

Topic M07

Reports and financial analysis

Analyze income, costs and net result over a period • View assets, liabilities and equity at a specific date • Identify overdue customer invoices by age

Analyze income, costs and net result over a period
View assets, liabilities and equity at a specific date
Identify overdue customer invoices by age
Identify vendor amounts due by age
Apply a structured workflow for reports and financial analysis

3 h

Topic M08

Controls, closing and audit history

Limit changes to accounting periods that have already been finalized • Trace who created, changed or deleted selected transactions • Automate regular creation of a recurring transaction where supported

Limit changes to accounting periods that have already been finalized
Trace who created, changed or deleted selected transactions
Automate regular creation of a recurring transaction where supported
Record a manual accounting entry when a correction or transaction requires it
Apply a structured workflow for controls, closing and audit history

3 h

Topic M09

Advanced features, projects and integrations

Group income, expenses and profitability for a job or project when the plan supports it • Manage transactions in different currencies with the intended exchange-rate implications • Give each user only the access needed for their role

Group income, expenses and profitability for a job or project when the plan supports it
Manage transactions in different currencies with the intended exchange-rate implications
Give each user only the access needed for their role
Connect QuickBooks to an external service to extend a business process
Apply a structured workflow for advanced features, projects and integrations

3 h

Assessment output

Actionable insight, not a sales pitch

The report provides an overall score, category breakdown and recommended modules. Use it to inform development discussions, document progress or complement candidate assessment.

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45 questions and a suggested development plan. No course enrollment.

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