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Nine Tips for Hiring QuickBooks Specialists in 2022

Keeping a record of your business’s financial activities can be pretty challenging. But it becomes less stressful with a platform like QuickBooks. QuickBooks is an innovative, simple online accounting software perfect for small businesses. 

With QuickBooks, you can track expenses, customize invoices, manage reports, etc., in one place. This powerful accounting tool helps you stay on top of your business’s expenditures and ensures it runs smoothly.

QuickBooks specialists are professionals in using the software. They are familiar with navigating the tool and optimizing its features. These individuals use the software to help companies manage every aspect of their funds.

It reduces the burden of bookkeeping, giving you the time and space to be more efficient. QuickBooks professionals are helpful in any enterprise, so this article shares tips on hiring the best talents.

Top nine tips for hiring QuickBooks specialists

Below are the top nine tips for hiring a QuickBooks specialist.

1.Carry out QuickBooks assessment 

When hiring a QuickBooks expert, test their expertise with the software. Undoubtedly, many candidates may claim to be skilled at using QuickBooks. But you can use a QuickBooks assessment to find the right candidate. 

The TestGorilla QuickBooks online test ensures you hire the best applicant out of many options. This quiz evaluates the candidates’ proficiency in the software. It examines the candidates’ ability to: 

  • Maintain lists 
  • Process sales transactions
  • Set up products and services
  • Process customer payments 
  • Pay company bills
  • Prepare bank reconciliation 
  • Set up the banking function, etc.

2.Search for freelance QuickBooks specialists

Several companies are hiring freelancers for their business against long-term employees. There are several advantages of hiring a freelance QuickBooks professional. 

Below are some of them:

Other benefits include fast delivery, risk reduction, no long-term commitment, an easy onboarding process, etc.

3.Write a detailed job description 

  • Job descriptions give detailed information about a job opening or position. Also, it defines the general tasks and responsibilities an applicant will carry out if they get employed. Therefore, when writing the job description for the position of QuickBooks specialist, be as detailed as possible. 

Emphasize the exact skills you want the candidate to possess, e.g., expertise in navigating QuickBooks. This ensures only suitable talents apply for the job.

A well-detailed job description should include the following:

  • It should have a captivating language 
  • Your job description should showcase your company culture
  • Provide a list of the training and educational levels necessary for the position
  • It should have well-defined roles and responsibilities of the position 
  • It should be creative

4.Use job boards

Job boards are websites that help job seekers in landing their dream positions. Also, job boards provide organizations access to diversified talents. Organizations use job boards for advertising openings.

There are two types of job boards; general job boards and niche job boards. General job boards include vacancies from various industries like cosmetics, fashion, marketing, etc. In contrast, niche job boards help businesses find candidates for their unique industry. 

In this case, since you are looking for a QuickBooks expert, niche boards are the perfect option. Using this platform helps to cut down on the time and money spent searching for the right individual for your business.

5.Create an employee referral program

Employee referral programs bring more people on board in hiring and recruitment. It makes employing the best candidate to grow your business easier and faster. An employee referral program is a method adopted by employers to get their current staff to suggest the best talents for positions in the company.

Since your current employees are already familiar with the workings of the business, they can suggest fitting applicants for the role. In addition, when employees participate in the referral programs, the employers reward them with various benefits, such as money, trips, and other gifts.

6.Use social media  

Social media has impacted the business world in many ways, hiring and recruitment inclusive. Of course, most companies have social media accounts to promote their brand, goods, and services to existing and target customers. But you can also use these platforms to find and hire new staff.

Using social media platforms to find prospects is called social recruiting or social media recruiting. You can post job openings and descriptions several times daily or weekly. 

Social recruiting has benefits like:

  • Reaching passive job seekers
  • Hiring high-quality candidates
  • Showcasing your employer brand
  • Reducing hiring costs, etc

7.Have a great careers page

A business’s career page or site is a section of your website dedicated to showcasing employer brand, company culture, and possible job openings. It is a personal pitch to candidates, showing them why they should work for you. 

When looking for an expert in QuickBooks, ensure you have a well-developed careers page. This will make it easier for the applicants to check out your company and apply for the jobs. Also, you should make the application process as hassle-free as possible. 

If there are too many questions for the applicant to answer, they may feel discouraged and abandon the process. Consequently, you could lose some of the best talents.  

8.Use Google Jobs for your search 

Google’s Job Search is a great platform to find the perfect QuickBooks candidates. Google is the biggest search engine globally, and because of this, most individuals begin their job searches on Google before getting to a job board or site

So, when searching for a QuickBooks expert, post the job description on Google. Also, Google Job Search integrates with recruitment software like ZipRecruiter. 

9.Automate your hiring process

Automation makes the job of finding, hiring, recruiting, and onboarding QuickBooks specialists so much easier. It involves using technology to make these time-consuming processes move faster and smoother. 

With recruitment and applicant tracking software (ATS) like Recruitee and BambooHR, you can build a winning team in no time. This software is excellent for writing and posting job descriptions and conducting interviews. 

Qualities to look out for in a QuickBooks specialist 

In selecting a QuickBooks expert, ensure that chosen candidate has these characteristics:

  • Sufficient experience 

The QuickBooks specialist you decide to go with should have practical knowledge about the software. In other words, this individual should have spent years using the tool.

This will spare you from having problems such as files getting lost, malware destroying documents, etc. Apart from the individual’s familiarity with QuickBooks, they should also know basic bookkeeping and accounting practices.  

  • Transparency and trustworthiness 

Transparency and trustworthiness are two essential qualities that an employee must possess. Unquestionably, it is true that you need to trust anyone you hire. But in the case of hiring a QuickBooks expert, who will spend considerable time working with your finances, you need someone with integrity.  

When interviewing the expert, include real-life scenarios and ask questions like “what would you do in this situation?” This will give you an idea of who you are dealing with. It would be best to do your homework by researching the individual, e.g., contacting their professional references, past employers, etc.

  • Attention to detail

Every detail, number, and letter matters when you keep and manage financial records. A tiny error in your finances could lead to severe damages to your company. Therefore, the selected candidate must be detail-oriented. 

Also, the applicant should have organizational skills. For example, they should be able to interpret data, prepare reports, and store files efficiently.  

  • Tech knowledge 

Someone tech-savvy is well informed and skillful in using modern technology and all it entails. If the person you choose is an expert in QuickBooks, then, to an extent, the individual is tech-savvy. 

However, they should be knowledgeable in other accounting software and tools. For instance, the person should be proficient in Microsoft Excel, FreshBooks, etc.  


QuickBooks is an excellent platform for any small business that needs help managing its finances. A QuickBooks specialist has learned about all the software features, so you do not need to give yourself extra tasks learning and relearning how the software works. 

Due to the importance of a QuickBooks expert, this article provided you with a guide to select the best applicant for your business, making the hiring process seamless. Also, when you use the characteristics of a QuickBooks expert mentioned in the article to make your selection, you will get the most suitable talent. 

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