Udemy – Sage Intacct Fundamentals

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.

Homepage

https://www.udemy.com/course/sage-intacct-fundamentals/

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