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Course Details
Course Details
What You'll Learn
Topic 1: Working with Multicurrency
Turning on Multicurrency setting
Setting up Home Currency
Transacting in multicurrency
Realized/unrealized Exchange Loss or Gain
QBO Currencies and Exchange Rates
Over-riding exchange rates per transaction
Currency Revaluation
Report customization with multi-currency
Topic 2: Project Management
Setting up Projects
Sub customers or Projects
Locations, Class - Workaround
Items Setup for Job Costing – 2 Sided (Sales and Purchases)
Estimates, Purchase Orders, Invoices, Bills relating to Project
Billable Items and Expenses
Project Budgets & Reports
Topic 3: Working with Budgets
Setting up Budgets - Yearly, Quarterly, Monthly
Prefilling budgets from previous year actual numbers
Subdivision by Customers
Budget Vs Actual Reports & Review
Topic 4 Bank Reconciliation & Locating Discrepancies
Connecting Banks (Only an overview due to sensitivity to show real-time connection to a corporate account)
Uploading Bank Statements Manually
Verifying, adding and posting bank transactions from statements
Bank Reconciliation
Closing accounting periods and managing secured passwords
Changing entries in the closed period
Locating discrepancies in previous reconciled periods
Audit Log
Topic 5 Payroll Management
Setting up Payroll and Employees
Timesheets – Weekly/Daily
Integration with Payroll Apps
Topic 6 Fixed Assets and Depreciation
Creating Fixed Assets Account – at Cost
Creating Accumulated Depreciation Accounts
Categorizing assets
Creating opening balances
Posting Depreciation entries
Hire Purchase agreements and treatment
Transfer and Disposal of fixed assets
Balance Sheet Reports and Review – Fixed Assets
Topic 7 Advanced QuickBooks Reports Customizations
Running Management Reports from the wizard – P&L, Balance Sheet, Ageing Schedule, Supporting Schedules for Income Statement and Balance Sheet
Customizing Reports
Customizing Columns and fields
Saving Customizations
Scheduled Reports
Sharing Reports
Topic 8: GST Tax Return
Handling GST Tax Return
Course Info
Promotion Code
Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.
Minimum Entry Requirement
Knowledge and Skills
- Able to operate using computer functions
- 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.
Target Age Group: 18-65 years old
Minimum Software/Hardware Requirement
Software:
Quickbooks Online account (https://quickbooks.intuit.com/sg/pricing/)
Hardware: Window or Mac Laptops
Job Roles
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
Trainers
is an accomplished IT and data specialist with over 20 years of experience in academia, ICT leadership, and professional training, with a strong focus on data analytics and Excel-based solutions. He has developed and delivered specialized training programs on Statistical Data Analysis with Excel and Visual Basic for Applications (VBA) for Excel, equipping learners with advanced data manipulation, automation, and reporting skills. His expertise extends to automating institutional reporting systems, where he successfully streamlined academic records management through Excel-based tools, integrating macros and automation to improve efficiency and accuracy. As a trainer and consultant, Dr. Siraj has taught Excel to diverse audiences, including university staff, administrative teams, and professionals in banking, security, and education, ensuring they can apply Excel for decision-making, statistical modeling, and process automation. His practical mastery of Excel is complemented by his deep knowledge of office automation and ICT project management, making him a highly sought-after trainer in data analysis and productivity tools. With his blend of hands-on technical expertise and instructional experience, Dr. Siraj stands out as a credible authority in leveraging Excel to drive organizational efficiency and data-driven strategies
