QBO Quick Check Quiz

This Quick Check is a simple self-assessment, based entirely on the answers you just provided.

There are no right or wrong answers.

This quiz is designed to reflect how your bookkeeping feels right now, and whether everything seems on track or if a bit more clarity might be helpful.

Q1. How confident do you feel about your QuickBooks reports (P&L, Balance Sheet)?

Very confident — I review them regularly

Somewhat confident — I try, but I’m never sure what I’m looking at

Not confident — I usually avoid them

Q2. Have your books been reconciled in the past 3 months?

Yes — every month

Maybe? I’m not sure

No — it’s been a while

Q3. Has your business gone through any changes recently (new team, loan, ownership, payroll, etc.)?

Yes — there’s been at least one change

No — things have been pretty stable

I'm not sure what counts as a change Only basic income & expenses

Q4. Who manages your QuickBooks Online file day-to-day?

I do it myself

A staff member or friend helps

I use a bookkeeper or accountant

No one really manages it

Q5. What would you most like to feel about your books right now?

Clear and in control

Reassured that nothing’s been missed

Ready for taxes or financial planning

All of the above

One last thing — where should I send your results?

This Quick Check is a simple self-assessment, based on the answers you just provided. Enter your name and email to view a summary based on your answers.

First Name

Email *

Captcha