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CASL - Quickbooks Accounting System for Small and Medium Enterprises

Sessions 1 day
Duration 8 hrs
Level Beginner
Assessment 1 hr

Venue

12 Woodlands Square #07-85/86/87 Woods Square Tower 1, Singapore 737715. 5 mins walk from Woodlands (NS9) MRT station.

The venue is disabled-friendly.

Funding for this course is valid from 19 Aug 2026 to 18 Aug 2027. Register and complete the course within this period to qualify for funding support.

By end of the course, learners should be able to:

LO1: Configure and import relevant data to Quickbooks accounting system.
LO2: Input data to Quickbooks.
LO3: Compute GST for expenses and invoices.
LO4: Generate financial and accounting reports.

Download Course Brochure

Certificate of Achievement from Tertiary Infotech Academy Pte Ltd - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Achievement from Tertiary Infotech Academy Pte Ltd.

CASL - Quickbooks Accounting System for Small and Medium Enterprises

Course Code: TGS-2026064181

CASL
UTAP
SFEC
Absentee Payroll
MCES

214 Review(s) | Add Your Review

Upgrade your financial management capabilities with our WSQ Quickbooks Accounting System for Small and Medium Enterprises course. Designed to meet the unique accounting needs of SMEs, this course offers hands-on training on using Quickbooks for various accounting tasks, including invoicing, expense tracking, and financial reporting. You'll acquire the skills to set up and manage accounts, monitor cash flows, and generate accurate financial statements, empowering you to make data-driven decisions for business growth.

Unleash the full potential of Quickbooks to streamline your SME's accounting processes. The course covers key functionalities such as accounts payable and receivable, inventory management, and payroll processing. Whether you're a business owner, an accountant, or someone involved in financial management, this course provides you with a comprehensive understanding of Quickbooks, enabling you to optimize financial operations, maintain compliance, and drive business success.

Full Fee $350.00 Before GST

GST $31.50 9% of fee

Baseline Nett $206.50 SG/PR age 21+ · 50% funded

MCES / SME Nett $136.50 SG age 40+ · 70% funded

SkillsFuture Enterprise Credit (SFEC)

Eligible companies can use their $10,000 SFEC to cover up to 90% of out-of-pocket course fees for classes ending on or before 30 Nov 2026. A redesigned SFEC starts on 1 Dec 2026.

View on SkillsFuture for Business

SkillsFuture Credit (SFC)

Eligible Singapore Citizens can use their SFC to offset course fee payable after funding but the $4,000 Additional SFC (Mid-Career Support) cannot be used.

Direct Application on SkillsFuture Portal

UTAP

Eligible NTUC members can apply for 50% of the unfunded fee from UTAP, capped up to $250/year and for members aged 40 and above, capped up to $500/year.

Submit UTAP Claim

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

We provide free consultation related to the subject matter after the course.
Please email your queries to enquiry@tertiaryinfotech.com and we will forward your queries to the subject matter experts.

You can register your interest without upfront payment. There is no penalty for withdrawal of the course before the class commences.
We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% for any paid amount.
Note the venue of the training is subject to changes due to availability of the classroom.

Course Details

Topic 1: Introduction to Quickbooks Online Plus Accounting System

Overview of Quickbooks Online Plus

Setup Company Profile on Quickbooks

Import data from QuickBooks Desktop

Set Up Customers and Vendors

Set Up to Products and Services

Topic 2: Input Data to Quickbooks

Create Expenses and Bills

Create Recurring Expenses and Bills

Create Quotation, Invoices and Sales Receipt

Customize Invoice Template

Create Payments and Credit Memo to Invoices

Manage Overdue Invoices

Topic 3: Manage Goods and Services Tax (GST)

Singapore Tax and Corporate Laws

Enter GST for Expenses and Invoices

Topic 4: Financial and Accounting Reports

Profit and Loss (P&L) Report

Balance Sheet Report

Aging Report

GST Tax Return Report

Create Custom Reports

Written Exam
Oral Questioning

Course Info

Minimum Entry Requirement

Knowledge and Skills

Able to operate using computer functions with minimum Computer Literacy Level 2 based on ICAS Computer Skills Assessment Framework
Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

Positive Learning Attitude
Enthusiastic Learner

Experience

Minimum of 1 year of working experience.
Minimum 18 years old

Minimum Software/Hardware Requirement

Software:

You will need the following for this course:

QuickBooks Online – free trial

Hardware: Windows PC or Mac laptop

Funding Eligibility Criteria

Self-sponsored learners (individuals)

Singapore Citizens and Singapore Permanent Residents aged 21 and above.
Up to 50% course fee funding. Singapore Citizens aged 40 and above receive up to 70% under the Mid-career Enhanced Subsidy (MCES).

Company-sponsored learners

Singapore Citizens and Singapore Permanent Residents who are direct employees of the sponsoring company.
Up to 50% course fee funding, or up to 70% for employees of SMEs (Enhanced Training Support for SMEs) and for Singapore Citizens aged 40 and above. An SME has no more than 200 employees or an annual turnover of no more than $100 million.
Employers can also claim Absentee Payroll funding for employees who attend during working hours.
Eligible companies can offset their out-of-pocket fees with SkillsFuture Enterprise Credit (SFEC).

Conditions for all funded learners

Attendance is taken digitally with Singpass for every session, including the assessment.
You must complete the course and pass all assessments (assessed as Competent).
If these conditions are not met, the funding is clawed back and the learner or employer pays the full course fee.
9% GST is charged on the full course fee before funding.
Promo and discount codes cannot be used on funded courses.
Any balance after funding can be paid in cash, or partly reimbursed by UTAP for NTUC members.

How to Apply SkillsFuture Enterprise Credit (SFEC)

SFEC helps companies pay for employee training. The current SFEC ends on 30 November 2026, and a redesigned SFEC starts on 1 December 2026.

Current SFEC: classes ending on or before 30 November 2026

Eligible companies received a one-off $10,000 credit, notified by letter to their Corppass administrator. Eligibility generally required at least 3 Singapore Citizen or PR employees and Skills Development Levy contributions.
SFEC covers up to 90% of the company's out-of-pocket course fee after other subsidies.

Check your company's SFEC eligibility and balance on EnterpriseSG.
Register your Singapore Citizen or PR employee for a class that ends by 30 November 2026, as company-sponsored, and pay the course fee after funding.
Your employee attends and completes the course. We submit the attendance and assessment results to SWDA.
No separate claim is needed. SFEC is calculated automatically once the course fee grant is approved and is paid quarterly to your company's IRAS GIRO or PayNow Corporate account.

Any unused balance of the current SFEC expires on 30 November 2026.

Redesigned SFEC from 1 December 2026

Companies with at least 3 resident employees receive a fresh $10,000 in an online SFEC wallet that offsets out-of-pocket fees upfront at enrolment, instead of reimbursing them afterwards. SWDA has not yet published the support rates and claim steps; see OurWorkforce or our SFEC guide.

How to Apply UTAP (NTUC Members)

NTUC members can claim 50% of the unfunded course fee under the Union Training Assistance Programme (UTAP), capped at $250 a year (aged below 40) or $500 a year (aged 40 and above). The cap is shared with UTAP claims for AI tool subscriptions.

Eligibility: you must be an NTUC member paying full membership fees, with your membership paid up before and during the course and when you claim. The course must not be fully paid for by your employer or another source.

Make sure your NTUC membership is paid up before the course starts.
Register for this course with us and pay the course fee after funding.
Attend at least 75% of the course and sit all assessments.
Within 6 months after the course ends, go to the NTUC U Portal, open UTAP under E-services, log in with Singpass and choose Course Fee Claim.
Enter the nett course fee you paid (after all subsidies and SkillsFuture Credit, including GST), and upload your invoice or receipt and your certificate or result slip (PDF, JPG or PNG, up to 5MB each).
NTUC usually pays the claim within 4 weeks of submission.

Appeal Process

If you disagree with an assessment decision, you have the right to appeal.

When the assessor gives you feedback, say whether you agree with the outcome. If you agree, you and the assessor sign the Assessment Summary Record; if you disagree, do not sign it.
Discuss the decision with the assessor or the assessment manager first.
If you are still not satisfied, tell the assessor you intend to appeal. The assessor records this in the feedback section of the Assessment Summary Record and informs the assessment manager.
Lodge your appeal within 7 days, giving your reasons, using the Candidate Appeal Form. The assessor can help you write and lodge it.
An Assessment Appeal Panel reviews the information from you and the assessor and makes a decision. A record of the appeal and its outcome is kept.
You will be told the outcome within 2 weeks of lodging the appeal. The panel's decision is final.

Job Roles

Accountant
Bookkeeper
Financial Controller
Business Owner
Finance Manager
Accounts Payable Specialist
Accounts Receivable Specialist
Financial Analyst
Small Business Consultant
Office Manager
Payroll Administrator
Budgeting Specialist
Tax Preparer
Accounting Clerk
Finance Coordinator

Trainers

Iris Wang is an experienced accounting and finance professional with over 15 years of expertise in bookkeeping, financial reporting, and tax compliance for small and medium enterprises (SMEs). She has successfully helped numerous businesses implement and manage accounting systems that improve financial accuracy and operational efficiency. Proficient in QuickBooks, Xero, and MYOB, Iris has guided organizations through digital transformation initiatives in accounting, ensuring proper system setup, automation of transactions, and streamlined reporting. Her practical knowledge of Singapore’s accounting standards and SME tax requirements allows her to bridge the gap between compliance and business performance.
In “QuickBooks Accounting System for Small and Medium Enterprises,” Iris teaches participants how to effectively use QuickBooks for day-to-day financial management and reporting. Her sessions cover company setup, chart of accounts customization, invoicing, expense tracking, and financial statement generation. With her step-by-step, hands-on approach, she helps learners gain the confidence to manage their accounting records efficiently. Iris emphasizes not only the technical use of QuickBooks but also best practices in financial management, empowering participants to make data-driven decisions for sustainable business growth.

Bell Ang is a trainer and consultant with professional expertise in finance, auditing, and corporate governance. Having supported organizations in financial analysis, compliance, and reporting, she brings a practical and governance-focused perspective to financial training. For this program, Bell emphasizes interpreting financial statements through ratio analysis, guiding learners to uncover strengths, weaknesses, and risk factors in business performance. Her sessions highlight real-world applications, preparing participants to make informed financial decisions.

Malcolm Soo is an ACTA-certified trainer and Chartered Accountant of Singapore with extensive experience in financial planning, reporting, and internal control compliance. He has conducted training for LCCI accounting modules, Accounting for Non-Financial Professionals, and corporate programs in financial systems implementation. With over 20 years of professional experience, including leadership roles at JTC Corporation and Eu Yan Sang, he is highly skilled in financial modeling, Excel, and SAP system integration.
In his QuickBooks training, Soo focuses on bridging financial theory with practical system use. He guides learners through setting up accounts, managing receivables and payables, generating financial statements, and applying internal controls using QuickBooks. His learner-centered approach ensures participants not only master the software but also understand how to apply it effectively in day-to-day SME operations.

Gary Chan is an ACTA-certified trainer, Chartered Accountant (ACCA, ISCA), and senior executive with over 25 years of corporate finance, business management, and training experience. He has served as Regional CFO, Director of Corporate Services, and Vice President for Asia Pacific in multinational corporations, and has conducted training for organizations such as Singapore Polytechnic, LSBF, and Singapore Business Federation. His expertise spans accounting, corporate finance, business strategy, and SME financial management.
In his QuickBooks training, Gary emphasizes practical business applications of the system for SMEs. He teaches learners how to manage bookkeeping, budgeting, and cash flow, while leveraging QuickBooks reporting features for strategic decision-making. With his global outlook and strong training background, Gary ensures participants gain both the technical skills and financial insights needed to run their businesses more effectively.

Review

Customer Reviews (214)

Average Rating: 5.0/5 Review by Course Participant/Trainee

1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment

N/A (Posted on 8/30/2026)

Average Rating: 5.0/5 Review by Course Participant/Trainee

1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment

N/A (Posted on 8/26/2026)

Average Rating: 4.7/5 Review by Course Participant/Trainee

1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment

I recommend students who have no prior QBO experience attend in person instead of online in a hybrid class. With so many topics to learn, it is stressful when there are technical difficulties as well. (Posted on 8/26/2026)

Average Rating: 5.0/5 Review by Course Participant/Trainee