Sage Intacct Fundamentals

Learn Sage Intacct fast—master GL, AP, AR, and reporting with this hands-on accounting software course.

What you'll learn

Understand the Core Features of Sage Intacct

Master Essential Accounting Functions in Sage Intacct

Generate and Customize Financial Reports

Set Up and Manage Core Accounting Components in Sage Intacct

Manage Security and Administrative functions in Sage Intacct

Requirements

Basic accounting or bookkeeping skills

Description

Sage Intacct Fundamentals is a comprehensive, step-by-step training course created for experienced bookkeepers and accounting professionals who want to build confidence and efficiency using Sage Intacct in a real-world setting. Whether you're new to the platform or preparing to support a company that uses it, this course will give you the skills you need to navigate the system, understand its structure, and perform essential financial tasks with clarity and precision.Sage Intacct is a powerful, cloud-based financial management solution trusted by organizations across a wide range of industries—including nonprofits, construction, professional services, and healthcare. What sets it apart is its flexible dimensional accounting system, strong automation tools, and robust reporting capabilities. This course is designed to help you leverage those features effectively from day one.Throughout the course, you’ll learn how to work within five of the most widely used functional areas in Sage Intacct:General Ledger (GL)Accounts Payable (AP)Accounts Receivable (AR)Cash ManagementFinancial ReportingYou’ll be guided through each module using clear, professional video walkthroughs that demonstrate how to create transactions, manage data, and generate reports. We’ll also cover key system settings and workflows that accounting teams interact with regularly.To support your learning, you’ll also receive downloadable Standard Operating Procedures (SOPs) for key functions. These SOPs provide step-by-step written instructions you can reference anytime, making it easier to follow along with the lectures or apply your skills outside the course.This course assumes that you already have a working knowledge of accounting principles, so we won’t spend time explaining basic bookkeeping concepts. Instead, we’ll focus on helping you apply what you already know inside the Sage Intacct environment.While the course does not include quizzes or assignments, you are encouraged to take notes, revisit the SOPs, and—if you have access—practice each workflow in a Sage Intacct sandbox or demo environment. Our goal is to give you a practical foundation you can build on, whether you're working as an in-house accountant, supporting clients as a consultant, or preparing for new career opportunities.By the end of this course, you will be able to:Confidently navigate Sage Intacct’s user interface and settingsCreate and manage common financial transactionsGenerate, customize, and save financial reportsSupport your organization’s accounting operations using best practicesIf you’re ready to strengthen your accounting software skills and learn one of the most in-demand financial platforms in the industry, this course is a great place to begin.

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Make the most of this course

Section 2: Navigating Sage Intacct

Lecture 3 Navigating Sage Intacct

Lecture 4 The Help Center

Lecture 5 Personal Settings

Lecture 6 Company Settings

Lecture 7 Documents and Storage

Section 3: General Ledger

Lecture 8 General Ledger Accounts

Lecture 9 Creating New Journal Entries

Lecture 10 Memorized Journal Entries

Lecture 11 Recurring Journal Entries

Lecture 12 Statistical Accounts

Lecture 13 Opening and Closing Books

Lecture 14 Adjusting Journal Entries

Lecture 15 Allocations

Lecture 16 General Ledger Reports

Section 4: Cash Management

Lecture 17 Checking Accounts

Lecture 18 Setting up ACH

Lecture 19 Funds Transfer

Lecture 20 Manual Payment

Lecture 21 Other Receipts

Lecture 22 Reconciliation

Lecture 23 Credit Cards

Lecture 24 Undeposited Funds

Lecture 25 Manual Deposit

Lecture 26 Cash Management Reports

Section 5: Accounts Payable

Lecture 27 Vendors

Lecture 28 Creating Bills

Lecture 29 Paying Bills

Lecture 30 Checks

Lecture 31 Voiding Checks

Lecture 32 AP Payment Adjustments

Lecture 33 Recurring Bills

Lecture 34 AP Payment Reversals

Lecture 35 AP Reports

Section 6: Accounts Receivable

Lecture 36 AR Invoices

Lecture 37 Customers

Lecture 38 Receiving Payments

Lecture 39 AR Payment Adjustments

Lecture 40 AR Payment Reversals

Lecture 41 Undeposited Funds and AR

Lecture 42 Customer Statements

Lecture 43 AR Reports

Section 7: Financial Reports and Dashboards

Lecture 44 Reporting Tools Part 1

Lecture 45 Reports Center

Lecture 46 Reporting Tools Part 2

Lecture 47 Account Groups

Lecture 48 Financial Reports Overview

Lecture 49 The Financial Report Writer

Lecture 50 Scheduling Reports

Lecture 51 Dashboards

Section 8: Security and Approvals

Lecture 52 Roles and Permissions

Lecture 53 Users

Lecture 54 Journal Approvals

Lecture 55 AP Approvals

Beginner users of Sage Intacct,Accounting professionals who are new to Sage Intacct.