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All Skill Paths

Ledger foundations

How the books are structured: chart, dimensions, journals, GL, then reports.

40 minIntroductory0% complete
Intended role
New Intacct accountants and anyone learning the map before close
Goal
Understand how transactions are classified and posted before you close a period
Done when
You can trace an account, dimension, journal, period, and close back to a report.

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Continue with Chart of Accounts

Jump to step 1

  1. Lesson 1

    Understand Chart of Accounts

    Accounts classify what happened. A messy chart makes every report harder.

    Confirm: set up the chart of accounts

    Do this in HelpBackground

  2. Lesson 2

    Understand Dimensions

    Dimensions classify who/where/why without exploding account numbers — Intacct’s core idea.

    Confirm: enable and use dimensions

    Do this in HelpBackground

  3. Lesson 3

    Understand Journal Entries

    Every posting is a journal. Manual, reversing, and subledger-generated.

    Confirm: create a journal entry

    Do this in HelpBackground

  4. Lesson 4

    Understand Reporting Periods

    Named periods are what close and reports select — without them you cannot lock the books.

    Confirm: create a reporting period

    Do this in HelpBackground

  5. Lesson 5

    Understand General Ledger

    The GL is the hub every module posts to.

    Confirm: open the general ledger

    Do this in HelpBackground

  6. Lesson 6

    Understand Close Books

    Closing books is the control that ends the editable period.

    Confirm: close books for a period

    Do this in HelpBackground

  7. Lesson 7

    Understand Financial Reporting

    Reports are how you verify the map is working.

    Confirm: run a trial balance

    Do this in HelpBackground