Sage Intacct Fundamentals

Sage Intacct Fundamentals
Published 5/2025
MP4 | Video: h264, 1920×1080 | Audio: AAC, 44.1 KHz

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

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 45 Reports Center

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.