Call +65 6100 0613 Email: enquiry@tertiaryinfotech.com

Instructor-led Classroom Adult Training in Singapore - Modular Fast Track Skill-Based Trainings

QuickBooks Online Plus Training (Cloud Version)

Get QuickBooks Online training to better manage your business finances and keep more accurate bookkeeping records. The trainer will show business owners and accountants who are new to QuickBooks—and old hands making the leap to the online edition—how to use this cloud-based accounting software to pay bills on time, collect money earned, and run reports to see how a company is performing. 

Course Highlights

  • Choosing a QuickBooks Online edition
  • Creating an account
  • Setting up customers and vendors
  • Setting up products and services, billable expenses, and time tracking
  • Paying bills
  • Creating invoices
  • Receiving payments
  • Handling refunds
  • Setting up online banking accounts
  • Running reports
  • Paying sales tax
  • Automating recurring transactions

Certificate

All participants will receive a Certificate of Completion from Tertiary Courses after achieved at least 75% attendance.

Funding and Grant Applications

Click the links below to apply. Note that you need to register the course first.

For Singaporeans: SkillsFuture Credit

For Company: SSG Training Grant

For NTUC Members: UTAP

Course Code: CRS-N-0034724

Course Booking

$298.00 (GST-exclusive)
$318.86(GST-inclusive)

Course Date

Course Time

* Required Fields

Course Cancellation/Reschedule Policy

We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% to participants.
Note the venue of the training is subject to changes due to class size and availability of the classroom.
Note the minimal class size to start a class is 3 Pax.


Course Details

Module 1. Getting Started

  • Importing data from QuickBooks Desktop
  • Creating an account
  • Setting up sales tax

Module 2. Setting Up Customers and Vendors

  • Creating a customer
  • Creating a vendor
  • Importing customers and vendors

Module 3. Setting Up to Sell Products and Services

  • Setting up products and services
  • Importing products and services
  • Setting up billable expenses and time
  • Working with time tracking
  • Setting up other lists

Module 4. Paying for Expenses

  • Entering a bill
  • Paying bills
  • Paying directly by check or credit card

Module 5. Invoicing

  • Creating an invoice
  • Handling a customer credit or refund

Module 6. Receiving Payments

  • Creating a sales receipt for a cash sale
  • Receiving and depositing payments

Module 7. Working with a Bank Account

  • Setting up an account for online banking
  • Setting up banking rules
  • Downloading online banking transactions
  • Reconciling transactions to bank statement

Module 8. Running Reports

  • Running and sending a report
  • Customizing a report

Module 9. Other Tasks

  • Setting up additional users
  • Paying sales tax
  • Automating recurring transactions
  • Handling depreciation
  • Finding information in QuickBooks

Course Admin

Prerequisite

This course is for beginners. Basic accounting knowledge will be useful

Software Requirement

Quickbooks Online account (https://quickbooks.intuit.com/sg/pricing/)

Who Should Attend

  • Accountants
  • Accounting Clerks
  • Accounting Administrators
  • Business Owners

Trainers

Quickbooks TrainerAnitha Gayathri Mariappan is a CA Singapore, an ACCA member, ACRA certified Qualified Individual (QI), MBA in Finance and IT, SAP FI certified, PMP trained finance professional with 13 years of wide and rich experience in industries like Healthcare, Information Technology, Banking, Broadcast Systems Integration, Professional Services, F&B and more. Coming from a background of various global banks and organisations, my core expertise areas are Financial Accounting, Singapore Taxation, Enterprise and Project FP&A (Budgeting, Forecasting and Performance Review), Business Case Modelling, Data Analysis and Reporting, Process Framework, Governance & Control.

She is also a budding entrepreneur of my own professional and business consultancy services where I strive and progress towards excellence and maximising clients’ value-add and satisfaction. I’ve been a passionate trainer for various internal products, tools, framework and processes for a wider range of audience and stakeholders. Have trained the trainers too. I strongly believe that learning is a joyful life-long process and teaching is the best way to learn new concepts every day.

She is a tech-savvy number person with a strong belief that technology is a boon to our productivity. I motivate myself to continuously sharpen my skills by updating and upgrading with industry innovations and trend. I am adaptive, creative in driving solutions, meticulous, delivery focused, a quick learner and an active listener

Quickbooks TrainerCecilia Foo is the Director of AccounThink Pte Ltd which was incorporated in 2008, providing accounting and consultancy services. She has in-depth knowledge of the different operations and financial needs in construction, trading and service industries. She adopts a client-focused approach by fostering good inter-personal relationship with clients, compliance and corporate governance. With over 15 years of hands-on accounting knowledge with Quickbooks, MYOB and other accounting software, she had helped companies to setup and trained Quickbooks users. Cecilia is a Chartered Accountant (ACCA, UK) and a member of the Institute of Singapore Chartered Accountants (ISCA).

Quickbooks TrainerTan Woan San has extensive experience in financial accounting, Management accounting, Internal audit in the multi industries. She has worked in diverse companies (include MNC and SME) including wafer silicon, trading, wholesale for more than 20 years, actively leading the financial and operational direction of the company to meet the target and growth objectives. She is very hands-on, manages and supervises cross-functional teams in finance operations in the South-east region (Singapore, Malaysia, Philippines and Vietnam). San also possesses experience in Standard costing, SOx and Internal control as well as in setting up all the standard operating procedures with workflow for the companies. She joined Toastmasters International Mandarin club in year 2010 – 2014 with Singapore Chinese Chamber of Commerce & Industry (SCCCI). In the Toastmasters Humor Contest, San came in as the 1st Runner up in the District 80 L3.

San is an ACCA qualified (Fellowship member) and Certified Accountant, Singapore. She is also a certified SAP FICO Consultant. She has been doing in-house SAP Financial (SAP Business one) training for a company for the past years. She also holds an Advanced Certificate in Training & Assessment (ACTA).

Quickbooks TrainerEva Eu is a Finance Profession with more than 20 years in Finance, Accounting, operational and 10 years in Management, strategic planning and analysis and business operation. She has experienced in handling full set of accounts, consolidation, management reporting, financial, planning and analysis and presentation to Board of Directors. Equip with accounting knowledge in Singapore and Malaysia FRS, China GAAP and Hong Kong FRS, Thailand and Vietnam accounting standards. Good communication skills in liaising with auditors, tax agent, bankers and internal and external stakeholder.

Her other skills include office administrative, submission of government grants, ISO document control, supply chain, vetting commercial contracts, human resources management and Sales management (Distributor and Franchisee). Her industries experiences included Construction, Manufacturing, F&B, Life Sciences, Healthcare and Trading.

She am a member of ACCA, ISCA, Accredited Tax Practitioner (ATA) of Corporate Tax and Accredited Tax Practitioner (Provisional) (PTP) of Goods and Service Tax (GST).

Quickbooks TrainerGary Chan is a Chartered Accountant (ACCA, UK) and a member of the Institute of Singapore Chartered Accountants (ISCA). He has a MBA in International Business from Henley University (UK) and a Master degree in Strategic Marketing (Ireland). He is an ACTA certified trainer.

Gary has more than 20 years in business and financial management responsibilities in multinationals and local SMEs and more than 10 years’ experience of teaching/training/consulting in financial, business management & development, sales and marketing and leadership.

Quickbooks TrainerTrevor Tan has over 15 years of accounting experience in various MNCs and SMEs, spearheading many accounting projects. He has setup new account using cloud softwares such as Quickbooks and Xero in various industries, and helped to train the users with the cloud softwares over the last 3 years.

Trevor is a member of the Institute of Singapore Chartered Accountants (ISCA) and CPA Australia. He is also an ACTA certified trainer. Trevor finds passion in teaching and has been teaching participants for various subjects from as young as 4 years old to 80 years old for the last few years.

Quickbooks Accounting TrainerLily Ang is the Director of Axis Consulting Services Pte Ltd, providing accounting, corporate secretarial and tax advisory services. She started her career in KPMG and has extensive knowledge of the various operation and financial needs of industries such as retail, trading, estate management and Shared Services Centres. She has in-depth hands-on accounting experiences with software such as QUICKBOOKS, XERO, SAP and MYOB. She has helped companies implemented these accounting software and provided user trainings to get them up to speed.

Lily is a Chartered Accountant (B. Accountancy, NTU) and a member of Institute of Singapore Chartered Accountants (ISCA).

Quickbooks TrainerKhushbu Agarwal working as Executive - Finance & Operations in Apexlynx LeisureSport Private Limited to providing accounting, corporate secretarial and financial services. She has in-depth hands-on accounting experiences with software such as QUICKBOOKS and Wave.She has helped companies implemented this accounting software and provided user training to get them up to speed. She has more than 3 years experience in assisting and preparing full set of accounts and reports, Maintaining all bank accounts and reconciling monthly, Monitoring the cash flow, Preparing all monthly financial reports such as Accounts Receivable, Accounts Payable, Project Cost, Work in Progress and General Ledger posting, Submitting of GST Return Quarterly and PIC. She finds passion in teaching and love to share her knowledge with community members. She was a speaker of "Integration of accounting software with Magento" in Singapore Magento Meetup.

Anna Ng is the founder of her own accounting and business management consulting firm, Vector Business Management. She has helped hundreds of SMEs and business owners on company setup, annual return, financial reporting, tax submission, government grant application such PIC, ICV, iSPRINT etc. She has worked with several accounting software such as Quickbooks, MYOB, Odoo OpenERP for many years. She got a Master of Applied Finance from National University of Singapore.

Customer Reviews (24)

Will RecommendReview by Claire Leger
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
. (Posted on 5/30/2019)
Will RecommendReview by Sharifa
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
. (Posted on 3/26/2019)
Will RecommendReview by Teo Mui Heok
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
. (Posted on 3/17/2019)
Will RecommendReview by Tay Tze Wei
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
. (Posted on 1/6/2019)
Will RecommendReview by Nobuko Yeo
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
Please put course titles at the door to avoid going to a wrong workshop (Posted on 3/30/2018)
Might RecommendReview by Joycelyn Gan
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2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Nil (Posted on 3/11/2018)
Will RecommendReview by Candy Chia
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
Nil (Posted on 1/29/2018)
Might RecommendReview by Chong Pei Yi
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
Quickbook has lots of areas to improve. (Posted on 1/29/2018)
Will RecommendReview by Arthur
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
Nil (Posted on 12/15/2017)
Thank you. Review by Ruby Lim
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
Good to have afternoon tea/ refreshment. (Posted on 12/15/2017)
Might RecommendReview by Joey Ong Hwee Min
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
To have some screenshot of example to show trainee if there no access of some details in the trail. (Posted on 12/15/2017)
Will RecommendReview by Toh Li Choo (Iris)
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3. How do you find the training environment
No Comment (Posted on 10/14/2017)
Will RecommendReview by Wong Pui Leng (Pauline)
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3. How do you find the training environment
Nil (Posted on 10/13/2017)
Will RecommendReview by Shawn Ho Hon Yoong
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
Nil (Posted on 9/15/2017)
Will RecommendReview by Jaypee Moring Tajantajan
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
Nil (Posted on 5/3/2017)
Might RecommendReview by LUO YI
1. Do you find the course meet your expectation?
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3. How do you find the training environment
Nil (Posted on 5/3/2017)
Will RecommendReview by Andy
1. Do you find the course meet your expectation?
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3. How do you find the training environment
Nil (Posted on 5/3/2017)
Might RecommendReview by LEE PEI LING
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
Nil (Posted on 5/3/2017)
Will RecommndReview by Nurlisa Banuh
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
At the beginning perhaps give the website where to download and how to download as we did not know where to go and was lost at the beginning. (Posted on 3/25/2017)
Might RecommendReview by Goh Chen Fong
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
There are many versions of Quickbooks, so maybe split it into modules. businesses that don't pay GST don't need to spend so much time hearing about GST. (Posted on 3/24/2017)

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