Reconciling accounts and examining financial statements

This course is part of Intuit Academy Bookkeeping Professional Certificate

Instructor: Intuit Academy Team

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6 modules

Gain insight into a topic and learn the fundamentals.

834 reviews

Beginner level

Recommended experience

Flexible schedule

2 weeks at 10 hours a week

Learn at your own pace

84%

Most learners liked this course

6 modules

Gain insight into a topic and learn the fundamentals.

834 reviews

Beginner level

Recommended experience

Flexible schedule

2 weeks at 10 hours a week

Learn at your own pace

84%

Most learners liked this course

What you'll learn

Describe and illustrate the use of a bank reconciliation in controlling cash.
Outline the purpose of financial statements in relationship to decision making.
Describe basic financial statement analytical methods.
Apply quantitative skills to analyze business health.

Skills you'll gain

Category: Business Metrics
Category: Performance Analysis
Category: Financial Statements
Category: Bookkeeping
Category: Balance Sheet
Category: Income Statement
Category: Financial Reporting
Category: Financial Analysis
Category: Analysis
Category: Accounting
Category: Reconciliation
Category: Financial Statement Analysis
Category: Financial Acumen
Category: Financial Data
Category: Accounting Records

Details to know

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Assessments

6 assignments

Taught in English

Build your Business Essentials expertise

This course is part of the Intuit Academy Bookkeeping Professional Certificate

When you enroll in this course, you'll also be enrolled in this Professional Certificate.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate from Intuit

There are 6 modules in this course

In the final course of this certificate, you will apply your skills towards financial statement analysis. If you have the foundational concepts of accounting under your belt, you are ready to put them into action in this course. Here, you will learn how to reconcile different types of accounts, check for accuracy, and troubleshoot errors. Additionally, you will practice how to apply different analytical methods to key financial statements and understand how these methods inform a variety of business decisions.

By the end of this course, you will be able to: -Describe and illustrate the use of a bank reconciliation in controlling cash -Outline the purpose of financial statements in relationship to decision making -Describe basic financial statement analytical methods -Apply quantitative skills to analyze business health Courses 1-3 in the Intuit Bookkeeping Professional Certificate, or the equivalent, are recommended prerequisites for this course.

This module explains the bookkeeper’s essential role in the financial analysis process. You will explore how accurate recordkeeping, reconciliation, and financial reporting support accountants and business owners in evaluating performance and making informed decisions.

What's included

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This module explains the reconciliation process and its importance in maintaining accurate and reliable financial records. You will explore how to compare internal records with external statements, identify discrepancies, and manage source documents effectively.

What's included

1 assignment1 plugin

This module guides learners through the process of reconciling various types of accounts and identifying common reconciliation errors. You will practice comparing records, resolving discrepancies, and correcting entries to ensure accurate and reliable financial reporting.

What's included

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This module introduces the four key financial statements—balance sheet, income statement, statement of cash flows, and statement of equity—and how they work together to show a business’s financial health. You will practice analyzing and interpreting these statements to support informed decision-making.

What's included

1 assignment1 plugin

This module introduces key financial ratios and metrics used to assess a business’s liquidity, efficiency, solvency, and profitability. You will practice calculating and interpreting these ratios to evaluate performance, identify trends, and compare results against industry benchmarks.

What's included

1 assignment1 plugin

This module reinforces key concepts related to reconciliation and financial analysis. You will apply their knowledge of financial statements and ratios through practical activities that assess business liquidity, solvency, and profitability.

What's included

1 reading1 assignment2 plugins

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Instructor

Instructor ratings

(281 ratings)

Intuit Academy Team

Intuit

4 Courses386,658 learners

Offered by

Intuit

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Reviewed on Sep 12, 2024

This is an exceptional course. I recommend it to anyone who wants to do bookkeeping as a career, or someone who is starting as an accountant.

Reviewed on Nov 11, 2025

As a former CPA (from back in 1993), I found this course a great refresher on all of the high level accounting and bookkeeping topics.

Reviewed on Mar 23, 2026

I found it to be an excellent course to take on Bookkeeping fundamentals. Very neatly prepared and focused on insightful learning objectives.

Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.