Training: Fundamentals

Sage University provides training that you can take at your own pace. Our courses help you develop the skills and knowledge that you need to work effectively and efficiently in Sage Intacct.

The Sage Intacct fundamentals training is divided into 5 separate courses, giving you more flexibility to complete the topics that apply best to your role.

These courses teach business users how to navigate and perform common accounting procedures in Sage Intacct, including how to:

  • Enter bills and make payments.

  • Enter invoices and receive payments.

  • Reconcile bank statements and credit cards.

  • Run standard reports to provide business and workflow insights.

Course format for fundamental training

These complimentary courses can be taken in any order, based on your needs. Depending on your location, register for one of the following courses.

If you're operating in the US or Canada, these courses are:

If you're operating i the UK, Australia, or South Africa, these courses are:

What's included?

When you register for Fundamentals, you get the same level of knowledge and hands-on experience as our live classes at your own pace on your own time. Our course includes:

  • A student workbook

  • Hands-on activities

  • A training company to work in

  • Instructor Q&A support

Additionally, this course is eligible for 8 CPE credits and is approximately 8 hours long.

Tips before you start

  • Log in to Sage University. You'll need to log in with your Sage account. This also lets you access Sage University from within Sage Intacct anytime.

  • Take our Getting Started training, which provides a quick introduction to the Sage Intacct workspace and core functionality.